Developer of an app-based money management platform designed to help people manage and grow their money with control and
Financial Software📍 Chicago, ILFounded 2015
Current Valuation
$1.4B
as of 2021-Q3
UNICORN
Developer of an app-based money management platform designed to help people manage and grow their money with control and automation for free.
Company Profile
Founded
2015
HQ
Chicago, IL
Employees
275
Total Raised
$332.94M
Last Round
Series E — $150M (Jul 2021)
IPO Status
private
Fundraising Status
Series E · $150M · 5y 1mo ago
privateTotal raised $332.94M
Secondary Market
Implied price / share
$6.44
Last round price / share
$14.06
vs last round
-54.2%
Open interest
3
Last round price vs secondary price
Secondary price return by period
Implied per-share price from private secondary transactions, as of Jun 2026. This is a point estimate, not a quote — the feed carries no bid, ask or spread, and a secondary print is evidence of what someone paid on that date rather than a live market. Compare across every tracked name →
Latest Funding Round
Round
Amount
Date
Lead Investor
Post-Money
Series E
$150M
Jul 2021
—
$1.4B
FinTechWealth ManagementFinancial ServicesFinance
Private-company numbers are not real-time. Reflects publicly disclosed valuations from press releases, news reports, and tender offers as of 2021-Q3. Refreshed quarterly.