Your Money Line
PrivateLast Round
Series A
Aug 14, 2024
Total Funding Raised
$7.33M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Your Money Line is a financial wellness company that provides a platform offering personalized financial coaching, educational resources, and AI-powered financial management tools for employees.
Sector
FinTech
Verticals
Personal Finance, HR, Wealth Management
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Your Money Line Comparables
Compare Your Money Line with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| LearnLux | 90% | |
| BrightPlan | 88% | |
| BrightDime | 86% |
Your Money Line Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Aug 14, 2024 | ||||
| Seed | Sep 6, 2022 |
Your Money Line Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Gravity Ventures | Seed |
| Elevate Ventures | Series A, Seed |
| Rehab Industries | Seed |
| First Trust Capital Partners | Series A |
| Ground Game Ventures | Seed |
| Allos Ventures | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 1, 2026
Recognized as a 'Best Place to Work in Indiana' for four consecutive years.
- Oct 1, 2025
Voted 'Best Place to Work in Indiana' for four consecutive years.
Recent news
Latest coverage and updates
- recognized_asAug 11, 2026
Your Money Line recognized as No. 1418 on the 2026 Inc. 5000 list on Aug 11th '26.
- recognized_asAug 11, 2026
Your Money Line recognized as 2026 Inc. 5000 for 3-year Revenue Growth rate on Aug 11th '26.
- hiresJul 7, 2026
Your Money Line, Inc. hired Nick Ferdon as Chief Revenue Officer on Jul 7th '26.
Your Money Line Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Your Money Line's valuation, stock price, and market status.
Is Your Money Line a public or private company?
Your Money Line is a private company.
What is the current stock price of Your Money Line?
Your Money Line is a private company with no public stock price. No recent secondary market data is available.
How much is Your Money Line worth (valuation)?
Valuation information for Your Money Line is not publicly available.
Can I buy Your Money Line stock?
Your Money Line shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Your Money Line's last funding round?
Your Money Line's most recent funding round was Series A on August 14, 2024.
Who are the main investors in Your Money Line?
Key investors in Your Money Line include Allos Ventures.
Will Your Money Line IPO soon?
No public IPO plans have been announced for Your Money Line.
How can I track Your Money Line secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Your Money Line's secondary market activity and sign up for updates.