Monarch Money Valuation, Funding & Investors

ClearTax is a Bangalore-based fintech platform for income tax filing, GST compliance, and mutual fund investments serving over 20 million users in India. It offers e-filing for ITR-1 to ITR-7 forms, automated deductions under sections 80C and 80D, and API integrations for CAs. Backed by Sequoia and Y Combinator since 2014, ClearTax processes billions in tax refunds annually through partnerships with banks like HDFC.

INDmoney is an Indian mobile application for investing in U.S. stocks, mutual funds, and digital savings accounts. Its Super Saver feature provides high-interest banking options, helping users manage portfolios and plan finances through a seamless app interface.

Vivid is a Berlin-headquartered neobank founded in 2019 serving SMEs and individuals across Germany and Europe. It offers business accounts with IBAN, savings at 4 percent interest, virtual cards, and integrations with Xero accounting. Backed by Greenoaks and DST Global, Vivid processes payments in 28 currencies for 200,000 customers.

Agicap is a SaaS platform for cash flow forecasting and treasury management tailored to small and medium-sized enterprises. Lyon-headquartered and founded in 2018, the company integrates bank data to deliver real-time visibility into cash positions and automated forecasts. Agicap facilitates financing access by sharing insights with banks and helps mitigate bankruptcy risks through predictive analytics. It serves clients across Europe, including France, Spain, and Germany, with tools for scenario planning and payment tracking.

KOHO Financial is a Toronto-headquartered fintech company offering a mobile banking platform launched in 2014. The app provides high-interest savings accounts, prepaid Mastercard, bill payments, direct deposit, and budgeting tools like cash flow forecasts and spending categorization. KOHO Financial partners with Peoples Trust for banking services and targets Canadians seeking fee-free alternatives to traditional banks with features for group expenses and financial goal tracking.

Wrapbook is a New York-headquartered production payroll platform automating payments, timecards, and expense tracking for film, TV, and advertising projects. It ensures union compliance for cast and crew, integrates with accounting software, and provides real-time reporting for studios and agencies.

Zeller is a Melbourne-headquartered fintech company that delivers integrated payment acceptance, expense management, and payout solutions for Australian businesses. The platform supports EFTPOS terminals, online payments via Visa and Mastercard, and automated reconciliation through its app. Businesses complete instant online onboarding without contracts, accessing features like next-day payouts and virtual cards. Founded in 2018, Zeller processes billions in annual transactions for over 20,000 merchants ranging from cafes to construction firms, holding an Australian Financial Services Licence.

Check is a payroll platform enabling companies to embed payroll features into their software. The Chicago-headquartered service provides APIs and infrastructure for vertical SaaS providers in workforce management. Launched publicly in 2021, it supports partners serving businesses across the United States and is backed by Stripe, Thrive Capital, Index Ventures, and Bedrock.

51 Credit Card Manager is a Hangzhou-headquartered developer of mobile applications for credit card bill management in China. Launched in 2012, the app tracks transactions, due dates, and payments for major banks like ICBC and China Construction Bank. It serves millions of users with features like spending analytics and reminder alerts, available on iOS and Android stores.

Clara is a spending management platform for Latin American businesses, issuing local corporate cards, bill payment solutions, and financing alongside software with artificial intelligence insights for detecting duplicate subscriptions and spending patterns to boost financial efficiency.

DataSnipper is an AI-powered automation platform integrated into Excel for financial audits, headquartered in Toronto, Canada. The tool accelerates document review, data extraction, and verification processes for accounting firms and enterprises, reducing manual effort in due diligence and compliance workflows through intelligent matching and analysis features.

FreshBooks is a cloud-based accounting platform designed for business owners managing invoicing, expenses, payments, and client interactions. The service supports users in over 160 countries from offices in Canada, Croatia, Mexico, the Netherlands, and the United States. FreshBooks delivers award-winning customer support alongside features for time tracking and financial reporting. Its intuitive interface caters to freelancers, agencies, and small enterprises streamlining bookkeeping processes.

Payhawk is a spend management platform serving businesses in over 32 countries across Europe, the US, and UK. It unifies corporate cards, expense reimbursements, accounts payable, and integrations with accounting tools like QuickBooks and Xero. The Sofia-headquartered firm maintains offices in London, Berlin, Barcelona, Paris, Amsterdam, Vilnius, and New York, with clients including LuxAir, Babbel, Vinted, Wallbox, and Wagestream.

Perfios Software Solutions is a Bengaluru-headquartered SaaS provider powering financial services with data intelligence platforms. It offers account aggregation, credit decisioning, and collections analytics for banks, NBFCs, and insurers across lending and insurance sectors. The company processes vast datasets to enable real-time risk assessment and customer onboarding in India and Southeast Asia, holding a leading position in the fintech analytics market.

Bravura Solutions Ltd is engaged in the development, licensing and maintenance of specialized administration and management software applications as well as the provision of professional consulting services. It has two operating segments: Wealth Management and Funds Administration. The company generates maximum revenue from the Wealth Management segment. Wealth Management segment platforms provide end-to-end processing to support all back-office functions relating to the daily management of superannuation, pensions, life insurance, investment, private wealth and portfolio administration. Geographically, it derives a majority of revenue from Australia and also has a presence in the UK, New Zealand, and Other Countries.

74Software is an enterprise software group. Its segment divisions are the Axway Group, which delivers IT solutions enabling the automatic management of data exchange within and outside companies, and SBS operates in several segments related to banking and financial services, which include Specialised Finance, Modular comprising, Integrated Core, Banking Components, and Specialised Markets. The group generates the majority of its business from Axway Group.

Teamshares Inc is a tech-enabled company that acquires and operates small and medium-sized businesses. It uses a software platform to support activities across the acquisition lifecycle, including sourcing, evaluation, and transaction execution. After acquisition, the platform is used to integrate financial and operational data and to monitor performance across its portfolio companies. The company has two reportable segments: Small Business Acquisitions and Real Estate. The majority of revenue is derived from the Small Business Acquisitions, which includes all of the Operating Subsidiaries owned by the company.

Abaxx Technologies Inc is a financial technology company engaged in developing and deploying trust-enabling internet protocols. The company operates with two distinct lines of business: Abaxx Technologies and Abaxx Exchange. Abaxx Technologies develops software tools that enable commodity traders and finance professionals to communicate, trade, and transact faster and more securely. Abaxx is building Smarter Markets - markets empowered by financial technology and market infrastructure to address challenges, including the energy transition.