Your Money Line offers financial coaching as an employee benefit, pairing AI-powered software with empathetic live coaches to guide participants toward financial stability and confidence. The company serves hundreds of businesses, schools, and hospital systems to improve employee wellness, engagement, and retention. Led by founder and CEO Peter Dunn, the business positions its solution as a workplace benefit to support employees. The company intends to use new funding to accelerate development of its financial wellness solution. The fundraising and board additions signal investor confidence in its product and go-to-market approach. The company is based in Indianapolis, IN. Your Money Line (YML) provides a corporate financial wellness SaaS that connects employees and their families to one-on-one Certified Financial Planners® and Accredited Financial Counselors®, personalized action plans, and an interactive dashboard with dynamic graphs and charts. The platform includes hundreds of hours of e-learning webinars, courses, blogs and articles and offers 24/7 support via phone, email and chat. YML serves a client base of hundreds of organizations nationwide, including The University of Chicago, UT Health (University of Texas), Arapahoe County (CO), Pacers Sports and Entertainment, and Wayne Township (IN). The company emphasizes that it will not sell participants financial services products. YML has recently strengthened its leadership with hires of tech executives Matt Lubbers, Molly Fohrer and Doug Collins, and added Aman Brar to its board. The company plans to use new capital to invest in its software, marketing and distribution team, and the infrastructure needed to support its growing SaaS business.

Total raised

$7M

Funding rounds

2

Latest round

Series A

Latest activity

Aug 2024