Maxwell Money specializes in providing financial management services to high net worth individuals and families, busy professionals, small businesses throughout the San Francisco Bay Area and beyond. Our confidential and secure workflow is completely customized to our clients’ needs. We:
- Manage and pay monthly bills and periodic expenses;
- Record and balance credit card and bank accounts;
- Organize tax information for client’s CPA;
- Assist with budgeting;
- Organize and maintain financial files
- And much, much more.
- Manage and pay monthly bills and periodic expenses;
- Record and balance credit card and bank accounts;
- Organize tax information for client’s CPA;
- Assist with budgeting;
- Organize and maintain financial files
- And much, much more.
Location: United States, California, Novato
Employees: 11-50
Phone: +1 415-475-4190
Founded date: 1982
Mentions in press and media 6
| Date | Title | Description |
| 08.12.2021 | Facing Rising Demand, Money Management International Receives $2.85 Million Grant for Housing Counseling from NeighborWorks America | Stafford, Texas, Dec. 08, 2021 (GLOBE NEWSWIRE) -- Money Management International (MMI), a nonprofit financial counseling agency, was awarded a $2.85 million grant from NeighborWorks America to support housing stability and help prevent for... |
| 08.12.2021 | Facing Rising Demand, Money Management International Receives $2.85 Million Grant for Housing Counseling from NeighborWorks America | Stafford, Texas, Dec. 08, 2021 (GLOBE NEWSWIRE) -- Money Management International (MMI), a nonprofit financial counseling agency, was awarded a $2.85 million grant from NeighborWorks America to support housing stability and help prevent for... |
| 08.12.2021 | Facing Rising Demand, Money Management International Receives $2.85 Million Grant for Housing Counseling from NeighborWorks America | Nonprofit Will Use Funding to Provide One-On-One Financial Counseling to Those Most at Risk of Losing Their Homes This Holiday Season and Beyond Stafford, Texas, Dec. 08, 2021 (GLOBE NEWSWIRE) -- Money Management International (MMI), a nonp... |
| 02.12.2021 | Money management app Plum raises $24m from investors and crowdfunding | Money management app Plum has raised $24 million in a Series A funding round. $16 million came from investors with the rest via a crowdfunding campaign with Crowdcube. Funding for Plum has reached $43 million to date The funding will go tow... |
| 14.11.2019 | London-based AI money management app Plum raises €2.7M, launches app | The rise of Artificial Intelligence (AI), especially in the finance industry, has set a new standard for personal financial management. The integration of AI in this sector has provided a way to meet the requirements of customers who want s... |
| 13.11.2019 | Plum, the ‘AI’ money management app, raises $3M more and comes to Android | Plum, the U.K.-based “AI assistant” to help you manage your money and save more, has raised $3 million in additional funding — money it plans to use for further growth, including European expansion. The London company has also quietly launc... |