About Moneysoft
Moneysoft is a Technology company based in Sydney (Australia) founded in 2011. Personal finance is managed via software integrating multiple accounts. Moneysoft has raised $1.13 million across 3 funding rounds from investors including Link Group. Moneysoft offers products and services including Moneysoft PFM, Cash Flow Pro, and APIs and SDKs. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Expense Management. Its competitors include Pocketbook, MoneyBrilliant and Humaniti; 2 of its 3 listed competitors have raised funding.
Company details
Founded in 2011 in Sydney, Australia, Moneysoft operates in the personal finance software sector. An online tool is provided to aggregate user data from various accounts and locations into a single overview. Services include budgeting, expense categorization, goal setting, reporting, and financial documentation. Access is extended to financial advisors. Revenue is generated by fees from financial services partners using the platform for client advice.
- Headquarters Sydney, Australia
- SectorsTechnology
- Website moneysoft.com.au
- Social LinkedIn X Facebook
- Total Equity Funding$1.13M (USD)
in 3 rounds
- Investors
Products & Services of Moneysoft
Moneysoft offers a comprehensive portfolio of products and services, including Moneysoft PFM, Cash Flow Pro, and APIs and SDKs.
Platform for financial planning and cash flow tracking for users
Tool for managing household cash flow and financial goals
Solutions for embedding financial data into applications
Apps and channels of Moneysoft
Moneysoft publishes 1 mobile app with over 1K+ downloads.
Funding Insights of Moneysoft
Moneysoft has successfully raised a total of $1.13M across 3 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $1.13M
- Total Rounds 3
- First Round $660,000
(Nov 2012)
- Investors Count 1
All 3 funding rounds of Moneysoft with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2016 | Post-IPO | – | – | ||
| Aug 2014 | $465,365 | Seed | – | – | – |
| Nov 2012 | $660,000 | Seed | – | – | – |
1 investors in total: 1 institutional.
Investors in Moneysoft
Moneysoft has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Link Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Retirement and superannuation solutions are provided, including investments and pensions. | 2005 | linkgroup.com | Sydney, Australia |
Investor details for Moneysoft
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Moneysoft
18 people are tracked at Moneysoft (7 in leadership, 11 in team).
| Name | Role | Group |
|---|---|---|
Jonathan Shaw | Director | Leadership |
Nathan Phillips | Head Of Development | Leadership |
Dee Mcgrath | Director | Leadership |
Chris Clayton | Director | Leadership |
Thomas Young | Head Of Development | Leadership |
Jon Bonwick | Marketing Director | Leadership |
Steve Davis | Head Of Sales | Leadership |
Pamela Panopoulos | Executive Assistant | Team |
Wayne Wei | Software Developer | Team |
Miles Casbier | Account Manager | Team |
Christina Marie Perez | Software Developer | Team |
Neeraj Gangrade | Software Engineer | Team |
Van Kritikos | Managed IT Services | Team |
Hannah Marynich | Finance & Accounts | Team |
Victoria Cougan | Customer Service & Technical Support | Team |
Davin Marcello | Marketing Operations | Team |
Christina Marie Onia | Software Developer | Team |
Nagin Shrestha | Software Developer | Team |
Complete people profiles for Moneysoft
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Moneysoft
3 dated milestones of Moneysoft across 5 years, from founding to its latest funding, stage changes and deals.
- Founded Moneysoft is founded.
- Funding First funding round of $660K.
- Funding Latest funding round, Post-IPO,.
Competitors of Moneysoft
Moneysoft has 3 listed competitors in our database, 2 of them funded. They include Pocketbook, MoneyBrilliant and Humaniti.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| getpocketbook.com | 2012 | Sydney, Australia | $2.78M | Pocketbook is recognized as a personal finance management app in Australia. | ||
| moneybrilliant.com.au | 2011 | Sydney, Australia | $1.5M | Financial wellbeing is supported via account aggregation and spending insights. | ||
| humaniti.com | 2018 | Sydney, Australia | Account-linked expense management platform for individuals is provided. |
Detailed competitors of Moneysoft
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Moneysoft
The website of Moneysoft (moneysoft.com.au) receives about 3.5K visits a month.
- Monthly visits3.5K
▼ 63.5% vs previous month
Websites whose visitors overlap most with Moneysoft. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| myprosperity.com.au | 100% | 33.9K | #554,624 | View details | |
| reckon.com | 95% | 529.7K | #107,046 | View details | |
taxtank.com.au | taxtank.com.au | 78% | #964,442 | – | |
consolidatedcredit.org | consolidatedcredit.org | 65% | #440,767 | – | |
| iwillteachyoutoberich.com | 59% | #115,714 | View details | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 11 similar websites and full traffic analytics for Moneysoft
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 11 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
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Related news about Moneysoft
Complete news archive for Moneysoft
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Frequently Asked Questions about Moneysoft
Moneysoft was founded in 2011 and raised its 1st funding round 1 year after it was founded.
Moneysoft is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.
Moneysoft is a funded company, having raised a total of $1.13M across 3 funding rounds to date. The company's 1st funding round was a Seed of $660K, raised on Nov 2012.
Founded in 2011 in Sydney, Australia, Moneysoft operates in the personal finance software sector. An online tool is provided to aggregate user data from various accounts and locations into a single overview. Services include budgeting, expense categorization, goal setting, reporting, and financial documentation. Access is extended to financial advisors. Revenue is generated by fees from financial services partners using the platform for client advice.
Moneysoft's top competitors include Pocketbook, Humaniti and MoneyBrilliant.
Moneysoft offers Moneysoft PFM, Cash Flow Pro, and APIs and SDKs.
Moneysoft has 1 investor. Key investors include Link Group.
Yes. Moneysoft publishes Moneysoft, with over 1,000 downloads.