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§ Private Profile · 9333 N Meridian St Ste 104, Indianapolis, Indiana, 46260, United States
Your Money Line is a technology company.
Your Money Line develops a financial wellness platform, delivering personalized guidance and education tailored for employees. The platform integrates AI-driven insights with unlimited access to one-on-one financial coaching, designed to simplify complex financial topics. Its core offering provides custom financial paths and expert resources as a human resource benefit.
Peter Dunn, also known as Pete the Planner®, founded Your Money Line in 2017. His prior experience as an investment professional led him to transition into full-time financial education in 2012, recognizing a substantial need for accessible and personalized financial wellness solutions beyond traditional investment advice. This insight underpinned the company's formation.
The platform primarily serves employees, offered as a benefit through their employers, aiming to alleviate financial stress and empower them with improved financial literacy. Your Money Line envisions a future where individuals are better equipped to navigate their financial lives, fostering greater stability and planning capabilities for their financial well-being.
Your Money Line has raised $7.8M across 2 funding rounds.
Your Money Line has raised $7.8M in total across 2 funding rounds.
Your Money Line has raised $7.8M in total across 2 funding rounds.
Your Money Line's investors include Allos Ventures, Elevate Ventures.
Your Money Line has raised $7.8M across 2 funding rounds. Most recently, it raised $5.0M Series A in August 2024.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Aug 1, 2024 | $5M Series A | Allos Ventures | Elevate Ventures | Announced |
| Sep 6, 2022 | $2.8M Venture Round | — | — | Announced |
Your Money Line (YML) is a technology company providing an all-in-one employee financial wellness benefit that integrates AI-powered software with live, empathetic coaching to help users achieve financial stability and confidence.[1][2][4] It serves employers—ranging from corporations and school districts to healthcare systems and universities—by offering employees a mobile app for budgeting, spending insights, net worth tracking, credit monitoring, identity theft protection, tax filing, and unlimited access to certified financial coaches via call, text, or email.[2][3][6] The platform solves widespread employee financial stress, which impacts retention and productivity, by delivering personalized guidance, real-time holistic financial views from 16,000+ account connections, AI nudges on habits like duplicate charges or subscriptions, and educational resources, fostering measurable progress in budgeting, debt reduction, and goal achievement.[1][2][5] With recent innovations like an AI-powered personalized money podcast launched in August 2025, YML demonstrates strong growth momentum, serving hundreds of thousands of households nationwide after raising nearly $3 million in funding in 2022.[2][3]
Your Money Line was founded by Peter Dunn, known as Pete the Planner®, an award-winning financial expert, USA TODAY columnist, author of 10 books, and host of "The Pete the Planner Show" podcast and radio program.[2][3][4] In 2012, Dunn shifted from his investment practice to focus full-time on financial wellness, leading to YML's creation as an employer benefit to make coaching accessible beyond the wealthy.[4] Early traction came from its empathetic, human-tech blend, expanding to a diverse client base including The University of Chicago, UT Health, Arapahoe County, Pacers Sports and Entertainment, and Wayne Township.[3] A pivotal moment was the 2022 $2.825 million growth funding round from investors like Ground Game Ventures and Elevate Ventures, which fueled software enhancements, marketing, and hires of tech executives like Matt Lubbers and Molly Fohrer, plus board addition of Aman Brar.[3]
Your Money Line rides the surging demand for employee financial wellness amid economic pressures like inflation, debt, and retention challenges, where financial stress distracts workers and costs businesses billions in productivity.[5] Timing aligns with AI advancements enabling hyper-personalization—evident in YML's 2025 podcast and tool stack—while employers prioritize "whole-person wellness" benefits to boost engagement and loyalty.[2][5] Market forces favoring YML include the shift to SaaS scalability for HR, growing recognition of financial coaching's ROI (e.g., reduced turnover), and equitable access via employer partnerships, influencing the ecosystem by setting standards for empathetic fintech that combines tech efficiency with human trust.[3][4][5] Trusted by nationwide organizations, it expands financial health tools beyond elite services, accelerating adoption in sectors like education and healthcare.[2][3]
Your Money Line is poised for accelerated expansion by layering more AI innovations—like enhanced mobile predictive analytics—onto its proven human-coaching core, capitalizing on employer mandates for holistic benefits.[2][6] Trends shaping its path include rising AI personalization in fintech, remote work's persistent stress, and regulatory pushes for employee wellness, potentially driving partnerships with larger HR platforms. Its influence may evolve from niche provider to category leader, empowering millions toward financial confidence as economic volatility persists—proving that blending empathy with tech truly stabilizes lives at scale.[1][2][5]