Your Money Line
Your Money Line is financial wellness finally made simple. We help employers help their employees with personal finance questions answered in real time, by real experts. TRUE: "Financial stress" amounts to hours and hours of lost productivity every year. — 43% of employees spend more than 3 hours a week thinking or distracted by their personal finances at work.* Navigating a global pandemic, economic unrest, and a retirement crisis, this lost time hits their employer on the bottom line. Your Money Line is powered by financial expert and author Pete the Planner®. Our dedicated Financial Concierge Team are all trained money experts, like CFP®s, AFC®s, and more. Welcome to your next partner in employee wellness. It's nice to meet you.
Your Money Line
Your Money Line is financial wellness finally made simple. We help employers help their employees with personal finance questions answered in real time, by real experts. TRUE: "Financial stress" amounts to hours and hours of lost productivity every year. — 43% of employees spend more than 3 hours a week thinking or distracted by their personal finances at work.* Navigating a global pandemic, economic unrest, and a retirement crisis, this lost time hits their employer on the bottom line. Your Money Line is powered by financial expert and author Pete the Planner®. Our dedicated Financial Concierge Team are all trained money experts, like CFP®s, AFC®s, and more. Welcome to your next partner in employee wellness. It's nice to meet you.
TL;DR
What they do: Employee financial wellness platform combining AI tools and unlimited access to live certified financial coaches
Headquarters / HQ area: Indianapolis / Carmel, Indiana area
Founder / CEO: Peter Dunn (Pete the Planner®)
Recent funding: $4.5M Series A (Aug 2024 reported) and prior $2.825M growth round (Sept 2022)
Company size (reported): Approximately 40 employees
Company Overview
Problem Domain
Employee financial wellness and benefits
Industry
Software Development
Funding Track Record
$2.825M
Participants included Ground Game Ventures, Elevate Ventures, Rehab Industries, InnovateMap Ventures and Gravity Ventures (company announcement).
$4.5M
Reported participants included Allos Ventures, First Trust Capital Partners, CareSource, and Elevate Ventures.
Investor Signal
“Investors include Allos Ventures, First Trust Capital Partners, CareSource, Elevate Ventures, Ground Game Ventures, Rehab Industries, InnovateMap Ventures and Gravity Ventures”