All Brands Owned by Monarch

What does Monarch own?

Monarch owns its namesake personal finance platform. It operates as a single-brand company with no subsidiary products or acquired brands.

Is Monarch publicly traded?

No. Monarch is privately held. Its last disclosed valuation was $850 million in the May 2025 Series B round, and no IPO has been announced.

Who founded Monarch?

Val Agostino, Jon Sutherland, and Ozzie Osman founded the company in 2018. All three previously worked at Mint, Intuit's personal finance service. Agostino serves as CEO.

Where is Monarch headquartered?

Monarch is headquartered in San Francisco, California, operating with a remote-friendly distributed workforce across the United States.

How many brands does Monarch own?

One. The Monarch platform is the company's only consumer-facing brand.

Who owns Monarch?

Ownership is split between the founding team and venture investors including Forerunner Ventures, FPV Ventures, Menlo Ventures, Greylock Partners, and Clocktower Ventures, which funded the $75 million May 2025 Series B.

What is Monarch's valuation?

$850 million as of the May 2025 Series B round, co-led by Forerunner Ventures and FPV Ventures. Total disclosed funding is approximately $95 million.