# identity.md

## Organization Overview
- **Company Name:** Monarch Money
- **Mission:** To simplify personal finance by providing a modern platform that enables users to track accounts, optimize spending, analyze investments, and create financial plans to achieve their goals.
- **Company Structure and Legal Entity:** Details forthcoming.
- **Founded Date and Location:** Details forthcoming.
- **Size and Scale:** Details forthcoming.

## Leadership & Team
- **Key Leadership Profiles and Roles:** Val Agostino, Co-Founder. (See more at: [https://monarchmoney.com/about](https://monarchmoney.com/about))
- **Team Structure and Departments:** The team is organized into departments including Operations, Design, Engineering, Customer Success, People, Advice & Planning, Data, Marketing, Product, and Finance. (See more at: [https://monarchmoney.com/about](https://monarchmoney.com/about))
- **Company Culture and Values:** Dedicated to simplifying finances and empowering users by returning control of their money to them.
- **Relevant Links:** [https://monarchmoney.com/about](https://monarchmoney.com/about)

## Operations & Structure
- **Business Model and Operational Approach:** Operates as a modern financial management software provider, offering tools to track accounts, optimize spending, analyze investments, and create financial plans. A free trial is available, indicating a subscription-based model.
- **Location(s) and Geographic Presence:** Details forthcoming.
- **Key Partnerships and Affiliations:** Details forthcoming.