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The Beans Logo
The Beans Growth Score
69
CB Rank
15134
Heat Score
71
The Beans offers a software application platform that creates personalized cash flow plans designed for its users.
Founded
obfuscation
PrivateSeed San Francisco, California, United States1-10 www.thebeans.io/
Finance
Financial Services
FinTech
Wealth Management
Wellness
Overview

The Beans
Total Funding
obfuscation
Growth Score
69
Heat Score
71

Total Funding
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Seed raised
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Growth Score69
-10 pts
in past quarter
Heat Score 71
-5 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About The Beans

CB Rank
15134
The Beans offers a software application platform that creates personalized cash flow plans designed for its users.
Founded
obfuscation
PrivateSeed San Francisco, California, United States1-10 www.thebeans.io/
Finance
Financial Services
FinTech
Wealth Management
Wellness

Funding Rounds

Seed
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in
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Seed
OBF
in
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Seed
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in
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Key People

Details

Legal Name The Beans, Inc.
Also Known As TheBeans
Operating Status Active
Company Type For Profit
Founders  Melissa Pancoast
About the Company

The Beans offers a software application platform that creates personalized cash flow plans designed for its users. It provides a financial operating system for caring professionals and a provider of workforce development for their employers. It manages cash flows and executes financial tasks, including savings, debt, and now tax optimization,

improving complex decisions into daily peace of mind. This investment enabled the company to expand its reach across healthcare networks, educational institutions, and nonprofits nationwide, continuing to relieve financial stress, improve retention, and empower employees to thrive both at work and at home.

Contact Email hello@thebeans.io
Diversity Spotlight 
Women Founded
Women Led
Predictions & Insights

Growth Insight

See this Growth Insight
The Beans is
Lorem
 to be growing
Top Contributing Factors
Recently Raised Funding

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Runway Speculation

Products & Services

Evidence-based Cash Flow Planning
The Beans app provides personalized, automated cash flow plans and ongoing support.
Effective Professional Development
Interactive courses that teach strategies for relieving financial stress and making financial progress.

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Financials

Company Funding

Total Funding Amount 
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Number of Funding Rounds 5
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Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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Funding Rounds

Total Funding Amount 
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Number of Funding Rounds 5
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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Seed Round - The Beans Logo
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Investors

Unlock company funding data, including rounds, dates, amounts, and investors.
Investor Name  
Lead Investor  
Funding Round  
Partners  
Alloy Alchemist Fund Logo
Alloy Alchemist Fund
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Investments

Number of Acquisitions 1

Investment Breakdown

Number of Acquisitions 1
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 3 Board Members and Advisors 2 Contacts 10

Employee Profiles

Board Members and Advisors

News

News and Press

News•Nov 7, 2025
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News•Sep 23, 2025
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News•Apr 15, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Actively Used Products

14The Beans uses 14 technology products and services including HTML5, Vimeo, and  Google Compute Engine, according to G2 Stack.

Active Website Tech Count

18The Beans is actively using 18 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m, HSTS, and  DNSSEC.

Total IP

1The Beans has 1 registered patent in the 'Computing; Calculating' category, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is The Beans's headquarters? The Beans is located in San Francisco, California, United States.Who invested in The Beans? The Beans has 19 investors including Alloy Alchemist Fund and  Swing Ventures.When was the last funding round for The Beans? The Beans closed its last funding round on
obfuscation
from a Seed round.Who are The Beans's competitors? Alternatives and possible competitors to The Beans may include Monzo, Cleo, and  NerdWallet.How much funding has The Beans raised to date? The Beans has raised
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.
Who We Are
What We Do
Helpful Links
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