About Your Money Line
Your Money Line is a company based in Indianapolis (United States) founded in 2017 by Peter Dunn.. 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 as of December 31, 2021. Your Money Line offers products and services including Financial Wellness Software and Live Coaching. Your Money Line operates in a competitive market with competitors including Brex, Expensify, Nava Benefits, OFCOLOR and LearnLux, among others.
- Headquarter Indianapolis, United States
- Employees 12 as on 31 Dec, 2021
- Founders Peter Dunn
-
Sectors
Technology
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Your Money Line, Inc.
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Total Equity Funding
$7.33 M (USD)
in 3 rounds
-
Latest Funding Round
$4.5 M (USD), Series A
Aug 16, 2024
-
Investors
CareSource
& 8 more
-
Employee Count
12
as on Dec 31, 2021
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Your Money Line
Your Money Line offers a comprehensive portfolio of products and services, including Financial Wellness Software and Live Coaching. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Provides AI insights and tools for managing employee finances effectively.
Offers unbiased advice on debt, budgeting, and retirement planning.
Unlock access to complete
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 Total Funding
- Total Rounds 3
- Last Round Series A — $4.5M
-
First Round
First Round
(06 Sep 2022)
- Investors Count 9
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug, 2024 | Amount | Series A - Your Money Line | Valuation | Allos Ventures , First Trust Capital Partners |
|
| Oct, 2022 | Amount | Seed - Your Money Line | Valuation | Navidar |
|
| Sep, 2022 | Amount | Seed - Your Money Line | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Venture capital is provided to high-potential tech companies in the Midwest.
|
Founded Year | Domain | Location | |
|
Early and growth stage investments are made by FTCP.
|
Founded Year | Domain | Location | |
|
Early-stage investments are made in diverse sectors by the firm.
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by Your Money Line
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Your Money Line
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Your Money Line Comparisons
Competitors of Your Money Line
Your Money Line operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Brex, Expensify, Nava Benefits, OFCOLOR and LearnLux, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
SaaS-driven credit card and spend management solutions platform for businesses
|
|
| domain | founded_year | HQ Location |
Cloud-based expense management solutions are offered for business travelers.
|
|
| domain | founded_year | HQ Location |
Employee benefits brokerage and administrative services are provided to companies.
|
|
| domain | founded_year | HQ Location |
Employee financial benefits are delivered via a cloud-based platform.
|
|
| domain | founded_year | HQ Location |
Personal finance skills are taught via online interactive tools.
|
|
| domain | founded_year | HQ Location |
Financial wellness platform for workforce savings and collaboration is provided.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Latest news on Your Money Line
Frequently Asked Questions about Your Money Line
When was Your Money Line founded?
Your Money Line was founded in 2017 and raised its 1st funding round 5 years after it was founded.
Where is Your Money Line located?
Your Money Line is headquartered in Indianapolis, United States. It is registered at Indianapolis, Indiana, United States.
Who is the current CEO of Your Money Line?
Peter Dunn is the current CEO of Your Money Line. They have also founded this company.
Is Your Money Line a funded 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 06, 2022.
How many employees does Your Money Line have?
As of Dec 31, 2021, the latest employee count at Your Money Line is 12.
What does Your Money Line do?
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.
Who are the top competitors of Your Money Line?
Your Money Line's top competitors include Brex, Expensify and Nava Benefits.
What products or services does Your Money Line offer?
Your Money Line offers Financial Wellness Software and Live Coaching.
Who are Your Money Line's investors?
Your Money Line has 9 investors. Key investors include CareSource, Allos Ventures, FT Capital Partners, Elevate Ventures, and Navidar.