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Monarch Money

Streamline finances with AI, collaboration tools, and secure investment tracking.

Data AnalysisFreemium

Screenshots

Monarch Money screenshot 1

About Monarch Money

Monarch Money is a comprehensive financial management platform designed to provide clarity, confidence, and peace of mind for your finances. It allows users to track account balances, transactions, investments, and more, all in one place. What sets Monarch Money apart is its focus on collaboration, offering features specifically designed for couples and financial advisors to work together towards financial goals. Accessible via web, iOS, or Android, Monarch Money brings best-in-class data connectivity and AI-driven tools to keep your finances organized and on track. Key features include best-in-class data connectivity, AI-driven transaction organization, flexible budgeting tools, collaboration features, investment tracking, custom dashboards and reports, and high-level security. Monarch Money excels in providing a comprehensive, secure, and customizable platform for managing personal finances, making it an essential tool for individuals, couples, and financial advisors alike.

Key Features

  • Best-in-Class Data Connectivity
  • AI-Driven Transaction Organization
  • Flexible Budgeting Tools
  • Collaboration Features
  • Investment Tracking
  • Custom Dashboards and Reports
  • High-Level Security

Use Cases

Financial planning Budgeting Investment tracking

Target Audience

couples financial advisors individuals seeking financial clarity tech-savvy budgeters freelancers

Supported Languages

en

Platform Availability

Mobile App

Pricing

Monarch Money offers a free trial to explore its features. For full access to all features, a subscription is required.

Free trial available

Technical Information

License: proprietary

Resources and Community

large

Tags

financestock trading

Ready to try Monarch Money?

Monarch Money