Your Money Line

Indianapolis, United States Founded: 2017 • Age: 9 yrs
Personal finance advice is provided to employees through employer services.
Annual revenue - Latest available
Total funding $7.3M 3 rounds
Employees 12 Tracked headcount
Investors 9 Known backers
Products 2 Services tracked
Competitors 8 Brand Intelligence

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
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Your Money Line, Inc.
Operational Areas
Technology → Enterprise Software & Productivity Solutions Unlock Sub-Sector Unlock Segment
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • 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

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Products & Services of Your Money Line

Your Money Line offers a comprehensive portfolio of products and services, including Financial Wellness Software and Live Coaching.

Product name locked
Category locked
Primary

Provides AI insights and tools for managing employee finances effectively.

Product name locked
Category locked
Locked

Offers unbiased advice on debt, budgeting, and retirement planning.

People of Your Money Line

Headcount 10-50
Employee Profiles 9
Employee Profiles
People
Olivia Zerr
Director Of Operations
People
Molly Fohrer
Senior Vice President
People
Peter Dunn
Chief Executive Officer
People
Damian Dunn, CFP®
Principal Financial Guide

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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.

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.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Venture capital is provided to high-potential tech companies in the Midwest.
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Early and growth stage investments are made by FTCP.
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Early-stage investments are made in diverse sectors by the firm.
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Investor details for Your Money Line

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Your Money Line

Investments
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Investment portfolio details for Your Money Line

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Financial Statements - Your Money Line

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Detailed financials for Your Money Line

Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.

  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

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Your Money Line Comparisons

Your Money Line Primary company
Description
Personal finance advice is provided to employees through emp...
Location
Indianapolis, United States
Founded Year
2017
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
12
As of 2021
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Peer comparison for Your Money Line

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

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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.

Company Name Domain Founded year HQ Location Description
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SaaS-driven credit card and spend management solutions platform for businesses
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Cloud-based expense management solutions are offered for business travelers.
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Employee benefits brokerage and administrative services are provided to companies.
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Employee financial benefits are delivered via a cloud-based platform.
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Personal finance skills are taught via online interactive tools.
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Financial wellness platform for workforce savings and collaboration is provided.
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Detailed competitors of Your Money Line

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Latest news on Your Money Line

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Complete news archive for Your Money Line

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  • Source and publication date
  • Older coverage
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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 current CEO of Your Money Line. 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.

As of Dec 31, 2021, the latest employee count at Your Money Line is 12.

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.

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