Your Money Line Overview

  • Year Founded
  • 2017

Year Founded

  • Status
  • Private

  • Employees
  • 36

Employees

  • Latest Deal Type
  • Accelerator/​Inc

  • Investors
  • 9

Your Money Line General Information

Description

Developer of workplace financial wellness and education platform designed to simplify financial education. The company's platform offers a financial literacy program for employees, and also provides financial advisory and planning services, enabling employees and individuals access to financial planning and management tools.

Contact Information

Formerly Known As
Pete the Planner
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 9450 North Meridian Street
  • Suite 200
  • Indianapolis, IN 46260
  • United States
+1 (317)
Primary Industry
Education and Training Services (B2B)
Other Industries
Educational Software
Vertical(s)
Corporate Office
  • 9450 North Meridian Street
  • Suite 200
  • Indianapolis, IN 46260
  • United States
+1 (317)

Your Money Line Timeline

2023202420252026
Financing RoundCaptured Employee CountEstimated Employee Growth

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Your Money Line Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
3. Accelerator/Incubator 14-Aug-2024 Completed Generating Revenue
2. Later Stage VC (Series A) 14-Aug-2024 Completed Generating Revenue
1. Seed Round 27-Jun-2022 $2.83M $2.83M Completed Generating Revenue
To view Your Money Line’s complete valuation and funding history, request access »

Your Money Line Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Series A
Seed
To view Your Money Line’s complete cap table history, request access »

VC Exit Predictor

See how our proprietary methodology utilizes historical data sets to synthesize the likelihood of an acquisition, IPO, or no exit event. Get a detailed look at the calculations behind our predictions.

Opportunity Score

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Exit Type

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Your Money Line Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of workplace financial wellness and education platform designed to simplify financial education. The company's
Education and Training Services (B2B)
Indianapolis, IN
36 As of 2025

Boston, MA
 

London, United Kingdom
 
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Your Money Line Competitors (36)

One of Your Money Line’s 36 competitors is LearnLux, a Venture Capital-Backed company based in Boston, MA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
LearnLux Venture Capital-Backed Boston, MA
Nudge Global Private Equity-Backed London, United Kingdom
OfColor Formerly VC-backed New York, NY
Edcor Corporation Troy, MI
Doshi Venture Capital-Backed London, United Kingdom
You’re viewing 5 of 36 competitors. Get the full list »

Your Money Line Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Your Money Line Investors (9)

Investor Name Investor Type Holding Investor Since Participating Rounds
Allos Ventures Venture Capital Minority
CareSource (Managed Care) Corporation Minority
First Trust Capital Partners Venture Capital Minority
UKG PE-Backed Company
Wheaton Corporation Minority
You’re viewing 5 of 9 investors. Get the full list »

Your Money Line FAQs

  • When was Your Money Line founded?

    Your Money Line was founded in 2017.

  • Where is Your Money Line headquartered?

    Your Money Line is headquartered in Indianapolis, IN.

  • What is the size of Your Money Line?

    Your Money Line has 36 total employees.

  • What industry is Your Money Line in?

    Your Money Line’s primary industry is Education and Training Services (B2B).

  • Is Your Money Line a private or public company?

    Your Money Line is a Private company.

  • What is Your Money Line’s current revenue?

    The current revenue for Your Money Line is .

  • How much funding has Your Money Line raised over time?

    Your Money Line has raised $7.82M.

  • Who are Your Money Line’s investors?

    Allos Ventures, CareSource (Managed Care), First Trust Capital Partners, UKG, and Wheaton are 5 of 9 investors who have invested in Your Money Line.

  • Who are Your Money Line’s competitors?

    LearnLux, Nudge Global, OfColor, Edcor, and Doshi are some of the 36 competitors of Your Money Line.

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