Moneytree Overview

  • Year Founded
  • 2012

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 67

Employees

  • Latest Deal Type
  • M&A

  • Investors
  • 1

Moneytree General Information

Description

Developer of a financial data aggregation and portability platform designed to aggregate and control all financial data. The company's platform connects users to bank accounts and credit cards to notify them of large transactions, low balances, loyalty points and upcoming bills, enabling financial institutions to track money flows in real time on the go.

Contact Information

Website
www.getmoneytree.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly VC-backed
Corporate Office
  • 2nd Floor Castalia Hiroo
  • 3-13-3 Nishiazabu, Minato-ku
  • Tokyo, 106-0031
  • Japan
Primary Industry
Financial Software
Parent Company
Mitsubishi UFJ Capital
Vertical(s)
SaaS, FinTech, Mobile
Corporate Office
  • 2nd Floor Castalia Hiroo
  • 3-13-3 Nishiazabu, Minato-ku
  • Tokyo, 106-0031
  • Japan

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Moneytree Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
9. Merger/Acquisition 28-May-2025 Completed Generating Revenue
8. Accelerator/Incubator 27-Apr-2022 Completed Generating Revenue
7. Later Stage VC (Series C2) 11-May-2021 Completed Generating Revenue
6. Later Stage VC (Series C) 06-Feb-2019 Completed Generating Revenue
5. Accelerator/Incubator 11-Dec-2017 Completed Generating Revenue
4. Later Stage VC (Series B) 14-Mar-2017 Completed Generating Revenue
3. Accelerator/Incubator 17-Nov-2015 Completed Generating Revenue
2. Early Stage VC (Series A) 22-Oct-2015 $2.49M $4.09M Completed Generating Revenue
1. Seed Round 13-Nov-2013 $1.6M $1.6M Completed Generating Revenue
To view Moneytree’s complete valuation and funding history, request access »

Moneytree Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Class C1 Preferred
Class B preferred
Class A preferred 3,886,286 $0.7 $0.7 1x $0.7 13.69%
To view Moneytree’s complete cap table history, request access »

Moneytree Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a financial data aggregation and portability platform designed to aggregate and control all financial data.
Financial Software
Tokyo, Japan
67 As of 2025

London, United Kingdom
 

Menlo Park, CA
 
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Moneytree Competitors (22)

One of Moneytree’s 22 competitors is TotallyMoney, a Formerly PE-Backed company based in London, United Kingdom.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
TotallyMoney Formerly PE-Backed London, United Kingdom
Quicken Private Equity-Backed Menlo Park, CA
Feedzai Venture Capital-Backed Coimbra, Portugal
Vestmark Formerly VC-backed Wakefield, MA
InvestCloud Private Equity-Backed West Hollywood, CA
You’re viewing 5 of 22 competitors. Get the full list »

Moneytree Patents

  • 17

    Total Documents Applications and Grants

  • Total Patents Families

  • 12

    Granted

  • 2

    Pending

  • Expiring in next 12 mo

Moneytree Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
JP-2024177418-A External audit apparatus, external audit system, external audit method, and external audit program Active 25-Dec-2020
JP-2022101827-A External audit device, external monitoring system, external audit method, and external audit program Active 25-Dec-2020
JP-7568501-B2 External audit device, external monitoring system, external audit method, and external audit program Active 25-Dec-2020
JP-7892040-B2 External auditing equipment, external monitoring system, external auditing method, and external auditing program Active 25-Dec-2020
JP-2021064082-A Financial situation improvement advice system, financial situation improvement advice method, and financial situation improvement advice program Active 11-Oct-2019
To view Moneytree’s complete patent history, request access »

Moneytree Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

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Moneytree Former Investors (24)

Investor Name Investor Type Holding Investor Since Participating Rounds
Aslead Capital Asset Manager Minority
Baillie Gifford Growth/Expansion Minority
Collab by LumenLab Accelerator/Incubator
DG Resona Ventures Corporate Venture Capital Minority
Fidelity International Asset Manager Minority
You’re viewing 5 of 24 investors. Get the full list »

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Moneytree FAQs

  • When was Moneytree founded?

    Moneytree was founded in 2012.

  • Where is Moneytree headquartered?

    Moneytree is headquartered in Tokyo, Japan.

  • What is the size of Moneytree?

    Moneytree has 67 total employees.

  • What industry is Moneytree in?

    Moneytree’s primary industry is Financial Software.

  • Is Moneytree a private or public company?

    Moneytree is a Private company.

  • What is Moneytree’s current revenue?

    The current revenue for Moneytree is .

  • How much funding has Moneytree raised over time?

    Moneytree has raised $43.9M.

  • Who are Moneytree’s investors?

    Aslead Capital, Baillie Gifford, Collab by LumenLab, DG Resona Ventures, and Fidelity International are 5 of 24 investors who have invested in Moneytree.

  • Who are Moneytree’s competitors?

    TotallyMoney, Quicken, Feedzai, Vestmark, and InvestCloud are some of the 22 competitors of Moneytree.

  • When was Moneytree acquired?

    Moneytree was acquired on 28-May-2025.

  • Who acquired Moneytree?

    Moneytree was acquired by WealthNavi and Mitsubishi UFJ Capital.

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