5/29/2025 4:23:19 PM Monarch raises $75m in Series B funding By Samantha Wulfson San Francisco California based personal finance management platform raised $75m in Series B funding led by FPV Ventures.
3/28/2025 1:49:00 PM Abound raises $14m in Seed funding By Louden Richason San Francisco based finance app for Indians living in the US raised $14m in Seed funding led by NEAR Foundation.
8/21/2024 3:50:48 PM Your Money Line raises $4.5m in Series A funding By Louden Richason Indianapolis based employee financial wellness startup raised $4.5m in Series A funding led by Allos Ventures.
3/10/2022 12:43:12 PM Money View raises $75m in Series D funding By Samantha Wulfson India based online financial services provider raised $75m in Series D funding from Tiger Global.
8/14/2021 2:17:01 PM Ualá raises $350m in Series D funding By Sarah Wolter Argentina based financial management app raised $350m in Series D funding led by SoftBank Latin America Fund and Tencent.
2/3/2021 5:56:26 PM Goldman winds down Clarity Money to focus on Marcus Insights By Sarah Wolter Due to close on March 5th, the app and website wind down follows the bank’s gradual transition of Clarity Money’s “best” features to the...
9/18/2020 2:36:49 PM Goldman Sachs takes what it learned from a $100 million acquisition to upgrade the Marcus app By Carlos Alonso Torras The bank released the first version of a personal finance management tool that gives Marcus customers a top-down view of all their...
11/15/2019 3:58:46 PM Fintech startups are tackling the issue of elder financial abuse By Faisal Kawar The largest holders of personal wealth in the U.K. are above the age of 55, representing 63% of the £12 trillion personal wealth, which...
4/29/2016 6:52:55 AM Affirm acquires budgeting app Sweep to expand into personal finance By Gareth Jones Max Levchin, co-founder and CEO of Affirm, recognizes that his users today will not be daily visitors to Affirm’s website. To help fix...
4/21/2015 12:00:00 AM NerdWallet raises US$64M in first round of funding By Gareth Jones NerdWallet said it had raised a US$64 million Series A and secured a $36m revolving loan from SVB. Since the beginning of 2014, just...