Happy Money Overview

  • Founded
  • 2009
Founded
  • Status
  • Private
  • Employees
  • 400
Employees
  • Latest Deal Type
  • Series D1
  • Latest Deal Amount
  • $50M
Latest Deal Amount
  • Investors
  • 17

Happy Money General Information

Description

Developer of a financial platform designed to help individuals in getting out of debt and build savings for future use. The company's platform helps its members to integrate a package of products and services that includes a loan to refinance credit card debt, support from dedicated member advocates, access to ongoing education, and the consistent application of psychometric research and psychology to drive positive and sustained behavior change along the path to financial wellness, enabling clients to get an easy way to pay off the loan and increase credit score.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Business/Productivity Software
Primary Office
  • 1700 Flight Way
  • Suite 300
  • Tustin, CA 92782
  • United States
+1 (949) 000-0000

Happy Money Timeline

2019202020212022
Financing RoundCaptured Employee CountEstimated Employee Growth
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Happy Money Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
7. Later Stage VC (Series D1) 08-Feb-2022 $50M 00000 00.000 Completed Generating Revenue
6. Later Stage VC (Series D) 05-Sep-2019 0000 00000 00000 Completed Generating Revenue
5. Later Stage VC (Series C) 15-Jun-2016 000.00 000.00 00000 Completed Generating Revenue
4. Later Stage VC (Series B) 03-Dec-2014 0000 000.00 0000 Completed Generating Revenue
3. Early Stage VC (Series A) 03-Dec-2013 000 000.00 0000 Completed Startup
2. Early Stage VC (Series AA) 11-Jan-2012 $4.1M $5.75M 000.00 Completed Startup
1. Seed Round 06-Apr-2010 $1.65M $1.65M Completed Startup
To view Happy Money’s complete valuation and funding history, request access »

Happy Money Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Series D-1B 00,000,000 00.000000 00.00 00.00 00 00.00 0.000
Series D-1A 0,000,000 00.000000 00.00 00.00 00 00.00 0.000
Series D 00,000,000 00.000000 00.00 00.00 00 00.00 00.000
Series C 00,000,000 00.000000 00.0 00.0 00 00.0 00.000
Series B 00,000,000 00.000000 00.00 00.00 00 00.00 0.00
Series AB 24,138,185 $0.000000 $0.29 $0.29 1x $0.29 8.32%
Series AA 25,667,218 $0.000000 $0.29 $0.29 1x $0.29 8.85%
To view Happy Money’s complete cap table history, request access »

Happy Money Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Developer of a financial platform designed to help individuals in getting out of debt and build savings for future use.
Financial Software
Tustin, CA
400 As of 2022
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0.000 0000-00-00
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000000000 00000000
San Francisco, CA
000 As of 0000
0000
0000 0000-00-00
00000000000 0000

00000000

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000000000 00000000
San Francisco, CA
000 As of 0000
00000
0.000 0000-00-00
00000000 00000
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Happy Money Competitors (57)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Tally (Financial Software) Venture Capital-Backed San Francisco, CA 000 0000 00000000000 0000
0000000000 Formerly VC-backed San Francisco, CA 000 00000 00000000 00000
000000 000000 Venture Capital-Backed Mountain View, CA 000 00000 000000000 00000
00 Venture Capital-Backed Lehi, UT 000 00000 00000000000 00000
0000000 0000000000 Venture Capital-Backed San Francisco, CA 000 00000 0000000000 0 00000
You’re viewing 5 of 57 competitors. Get the full list »

Happy Money Patents

Happy Money Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20210374863-A1 Interactive virtual assistant system Pending 31-May-2020 000000000
US-10678570-B2 Interactive virtual assistant system and method Active 18-May-2017 000000000 00
US-20180336048-A1 Interactive virtual assistant system and method Granted 18-May-2017 000000000
US-20210201402-A1 Using psychometric analysis for determining credit risk Pending 19-Dec-2014 0000000000
US-10755348-B2 Using psychometric analysis for determining credit risk Active 19-Dec-2014 G06Q40/025 00
To view Happy Money’s complete patent history, request access »

Happy Money Executive Team (33)

Name Title Board Seat Contact Info
Jeff Winner Chief Executive Officer & Board Member
Adam Zarlengo Chief Strategy Officer
Sadira Furlow Chief Marketing Officer
Elizabeth Dunn Advisor & Chief Science Officer
Joe Heck Chief Capital Officer
You’re viewing 5 of 33 executive team members. Get the full list »

Happy Money Board Members (18)

Name Representing Role Since
Anjali Kumar Happy Money Board Member 000 0000
Brian Kaas JD CMFG Ventures Board Member 000 0000
Jeff Winner Happy Money Chief Executive Officer & Board Member 000 0000
Joseph Saunders Self Board Member 000 0000
Scott Walchek Self Board Member 000 0000
You’re viewing 5 of 18 board members. Get the full list »

Happy Money Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Happy Money Investors (17)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
CMFG Ventures Corporate Venture Capital Minority 000 0000 000000 0
Kai Huang Angel (individual) Minority 000 0000 000000 0
Nathaniel Turner Angel (individual) Minority 000 0000 000000 0
PTK Capital Family Office Minority 000 0000 000000 0
Richard Heitzmann Angel (individual) Minority 000 0000 000000 0
You’re viewing 5 of 17 investors. Get the full list »