Funded Tech Companies

MoneyStream

MoneyStream is a fintech growth company, based in Los Gatos. Financial backing came from private investors and H&R Block.

Company Overview

Company Name
MoneyStream
Company Status
Private & Independent
Industry
Funding Rounds

Contact Information

Mailing Address
10 Jackson St. 201
Los Gatos, CA 95030
USA
Email Address

Company Background Information

Overview
MoneyStream aggregates banking, bill pay, record keeping, payment scheduling and cash flow management into a single online service and displays it via a visual cognitive calendar, and informs consumers on how much money will be in their bank account every day, up to a year ahead, by analyzing spending patterns.
Profile
MoneyStream LinkedIn Company Profile
Social Media
MoneyStream Company Twitter Account
Company News
MoneyStream News
Facebook
MoneyStream on Facebook
YouTube
MoneyStream on YouTube
Last Transaction
8/26/2015

Financing History

Date
Type
Amount
Debt
$500,000
Venture Equity
$3,200,000


Management Team

Title
Name
Email & Social
Chief Executive Officer
Mike Bertrand
  Mike Bertrand LinkedIn Profile  Mike Bertrand Twitter Account  Mike Bertrand News  Mike Bertrand on Facebook
VP - Product Management
Gillian Verga
  Gillian Verga LinkedIn Profile  Gillian Verga Twitter Account  Gillian Verga News  Gillian Verga on Facebook


Company Investors

  • H&R Block

 

 

 

Browse more funded tech companies:

MoneySmart | MoneyToken

 

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