Monitree is a financial technology company that provides a portfolio tracking service for investors. Its core product is an application that allows users to connect their various brokerage accounts through a secure third-party service (Plaid). By aggregating this data, the app offers users a holistic view of their entire investment portfolio, tracks overall performance, analyzes asset allocation, and monitors dividend income. The company's mission is to empower investors to make smarter decisions by providing clear, consolidated insights into their financial holdings without being a brokerage or advisory firm itself.

Founded in

United Kingdom