About Your Money Line
Your Money Line is a Technology company based in Indianapolis (United States) founded in 2017 by Peter Dunn. Personal finance advice is provided to employees through employer services. Your Money Line has raised $7.33 million across 3 funding rounds from investors including CareSource, Allos Ventures and FT Capital Partners. The company has 12 employees. Its chief executive, as recorded, is Peter Dunn. Its website yourmoneyline.com draws about 32 thousand monthly visits. Your Money Line offers products and services including Financial Wellness Software and Live Coaching. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Management Training. Its legal entity is Your Money Line, Inc. Its competitors include Brex, Expensify and Nava Benefits; 3 of its 3 listed competitors have raised funding.
Company details
Your Money Line was founded in 2017 in Indianapolis, United States, within the financial services sector. Operations focus on supporting employers in addressing employee personal finance needs. Real-time responses to inquiries are delivered by financial experts, facilitating improved financial wellness programs. The service is accessible via the domain yourmoneyline.com, with Peter Dunn serving as founder and CEO.
- Headquarters Indianapolis, United States
- Employees 12
- Founders Peter Dunn
- SectorsTechnology
- Website category Finance · Financial Planning and Management
- Website yourmoneyline.com
- Social LinkedIn X Facebook Instagram
- Legal Name Your Money Line, Inc.
- Total Equity Funding$7.33M (USD)
in 3 rounds
- Latest Funding Round$4.5M (USD), Series A
Aug 2024
- InvestorsCareSource
& 8 more
- Employee Count12
Products & Services of Your Money Line
Your Money Line offers a comprehensive portfolio of products and services, including Financial Wellness Software and Live Coaching.
Provides AI insights and tools for managing employee finances effectively.
Offers unbiased advice on debt, budgeting, and retirement planning.
Funding Insights of Your Money Line
Your Money Line has successfully raised a total of $7.33M across 3 strategic funding rounds. The most recent funding activity was a Series A round of $4.5 million completed in August 2024. 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 $7.33M
- Total Rounds 3
- Last Round Series A — $4.5M
- First Round $2.83M
(Sep 2022)
- Investors Count 9
All 3 funding rounds of Your Money Line 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 |
|---|---|---|---|---|---|
| Aug 2024 | $4.5M | Series A | – | Allos Ventures, First Trust Capital Partners | – |
| Oct 2022 | Seed | – | Navidar | – | |
| Sep 2022 | $2.83M | Seed | – | – |
9 investors in total: 9 institutional.
Investors in Your Money Line
Your Money Line has secured backing from 9 investors, including venture fund and institutional investors. Prominent investors backing the company include CareSource, Allos Ventures and FT Capital Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture capital is provided to high-potential tech companies in the Midwest. | allosventures.com | Cincinnati, United States | ||
Early and growth stage investments are made by FTCP. | ftcapitalpartners.com | Wheaton, United States | ||
Early-stage investments are made in diverse sectors by the firm. | elevateventures.com | Indianapolis, United States | ||
Early-stage B2B SaaS companies are supported by Ground Game. | ground.game | |||
Gravity Ventures is operated as a seed capital fund. | 2008 | gravityventures.com | Indianapolis, United States | |
Healthcare-focused insurance brokerage services are provided in the United States. | 1989 | caresource.com | Dayton, United States | |
Navidar is engaged in providing investment banking and M&A advisory services. | navidar.com | Austin, United States | ||
Rehab Industries is engaged in providing medical rehabilitation equipment. | shoprehabindustries.com | Indianapolis, United States | ||
Innovatemap is recognized as a product experience and go-to-market partner for high-growth tech companies. | 2014 | innovatemap.com |
Investor details for Your Money Line
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
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Verified entity values are shown only after access is granted.
People of Your Money Line
8 people are tracked at Your Money Line (5 in leadership, 3 in team); the tracked headcount is 12.
| Name | Role | Group |
|---|---|---|
Peter Dunn | Founder & CEO | Leadership |
Olivia Zerr | Director Of Operations | Leadership |
Molly Fohrer | Senior Vice President | Leadership |
Candace Luebbehusen | Director Of Marketing | Leadership |
Kristen Ahlenius | Director of Education & Advice | Leadership |
Kelly Keane | Public Relations Consultant | Team |
Damian Dunn, CFP® | Principal Financial Guide | Team |
Brad Kime | Business Development | Team |
Complete people profiles for Your Money Line
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
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Verified entity values are shown only after access is granted.
Timeline of Your Money Line
3 dated milestones of Your Money Line across 7 years, from founding to its latest funding, stage changes and deals.
- Founded Your Money Line is founded.
- Funding First funding round of $2.8M.
- Funding Latest funding round, Series A, of $4.5M.
Competitors of Your Money Line
Your Money Line has 3 listed competitors in our database, 3 of them funded. They include Brex, Expensify and Nava Benefits.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| brex.com | 2017 | Draper, United States | $1.2B | SaaS-driven credit card and spend management solutions platform for businesses | ||
| expensify.com | 2008 | San Francisco, United States | $27.75M | 133 | Cloud-based expense management solutions are offered for business travelers. | |
| navabenefits.com | 2019 | New York, United States | $90M | Employee benefits brokerage and administrative services are provided to companies. |
Detailed competitors of Your Money Line
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
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Web traffic of Your Money Line
The website of Your Money Line (yourmoneyline.com) receives about 31.7K visits a month and ranks #984,263 among all websites worldwide, #10,087 in Financial Planning and Management.
- Monthly visits31.7K
▲ 10.3% vs previous month
- Unique visitors16K
per month
- Global rank#984,263
among all websites
- Category rank#10,087
Finance · Financial Planning and Management
- Bounce rate45%
- Pages per visit2.0
- Average visit1 min 04 sec
- DevicesDesktop 15% · Mobile 85%
Websites whose visitors overlap most with Your Money Line. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| nudge-global.com | 100% | 9.8K | #2,257,390 | View details | |
| dailypay.com | 90% | 1.7M | View details | ||
| datalignadvisory.com | 68% | 48.4K | #461,713 | View details |
Top companies in HR & Workforce Technology
3 companies that operate in the same segment as Your Money Line (HR & Workforce Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Anonymous employee reviews and job search platform are operated. | 2007 | San Francisco, California, United States | USD 201.5 M | 1,695 | ||
Cloud-based LMS platform for IT industry | 2004 | Farmington, Utah, United States | USD 235.41 M | USD 4.95 M | 1,774 | |
Employee health benefits are facilitated via a cloud-based platform. | 2007 | Plymouth Meeting, Pennsylvania, United States | USD 228.3 M |
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Related news about Your Money Line
Complete news archive for Your Money Line
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Frequently Asked Questions about Your Money Line
Your Money Line was founded in 2017 and raised its 1st funding round 5 years after it was founded.
Your Money Line is headquartered in Indianapolis, United States. It is registered at Indianapolis, Indiana, United States.
Peter Dunn is the CEO of Your Money Line, as recorded in our data. They have also founded this company.
Your Money Line is a funded company, having raised a total of $7.33M across 3 funding rounds to date. The company's 1st funding round was a Seed of $2.83M, raised on Sep 2022.
Your Money Line has 12 employees.
Your Money Line was founded in 2017 in Indianapolis, United States, within the financial services sector. Operations focus on supporting employers in addressing employee personal finance needs. Real-time responses to inquiries are delivered by financial experts, facilitating improved financial wellness programs. The service is accessible via the domain yourmoneyline.com, with Peter Dunn serving as founder and CEO.
Your Money Line's top competitors include Brex, Expensify and Nava Benefits.
Your Money Line offers Financial Wellness Software and Live Coaching.
Your Money Line has 9 investors. Key investors include CareSource, Allos Ventures, FT Capital Partners, Elevate Ventures, and Navidar.
Your Money Line operates through Your Money Line, Inc..