Mark Smith
This article showcases our top picks for the best Maryland based Personal Finance companies. These startups and companies are taking a variety of approaches to innovating the Personal Finance industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
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Top Maryland Personal Finance Startups
Data sourced from Crunchbase and SemRush.
Rocket Money
Crunchbase Website Twitter Facebook Linkedin
Rocket Money is a financial money app that provides bill negotiation, budgeting, autopilot savings, and credit score services.
Ortus Academy
Crunchbase Website Twitter Facebook Linkedin
Ortus Academy offers financial intelligence coaching, workshops, and online education to businesses, entrepreneurs, and their teams.
Sector Financial
Crunchbase Website Twitter Facebook Linkedin
Sector Financial provides innovative financing solutions, innovative products, and customized advice.
OneLoan Direct
Crunchbase Website Twitter Facebook Linkedin
OneLoan Direct is a financial firm that offers credit, lending, consumer loans, personal finance, and micro-lending.
Movement Mortgage
Crunchbase Website Twitter Facebook Linkedin
Movement Mortgage provides personalised mortgage solutions.
CareOne Services Inc.
Crunchbase Website Twitter Facebook Linkedin
Debt and Personal Finance Experts. Consumer advocates. CareOne Debt Relief Services. CareOne Services, Inc. MD Debt Management Lic. #14-65
CashStash
Crunchbase Website Twitter Facebook Linkedin
P2P payment solutions built on blockchain technology that allows families, colleagues and companies to send, receive, and pool money.
Chevy Chase Bank
Crunchbase Website Twitter Facebook Linkedin
Chevy Chase Bank is the largest locally-based banking company in the Washington metropolitan area.
National Capital Title & Escrow
Crunchbase Website Twitter Facebook Linkedin
National Capital Title & Escrow offers services such as real estate closings, residential transactions, deed transfers, and title searches.
Johnson’s Tax Service
Crunchbase Website Twitter Facebook Linkedin
Johnson’s Tax Service is a tax preparation firm that offers tax planning and electronic filling services for individuals and businesses.
Farmers & Merchants Bank
Crunchbase Website Twitter Facebook Linkedin
Farmers & Merchants Bank is a financial firm that provides accounting, investment, debit card, and retirement savings services.
Chessie Federal Credit Union
Crunchbase Website Twitter Facebook Linkedin
Chessie Federal Credit Union offers personal financial services including home banking/ card services to their members.
Jemma Financial Services
Crunchbase Website Twitter Facebook Linkedin
Jemma Financial Services offers personalized financial products and services to individuals and businesses.
Sandbox Financial Partners
Crunchbase Website Twitter Facebook Linkedin
Registered Investment Advisors, Fiduciary, Wealth Management, Financial Planning, Retirement
Walsh Accounting Services
Crunchbase Website Twitter Facebook Linkedin
Walsh Accounting Services offers accounting and financial provisions namely audit support, back office accounting, and process improvements.
Spendology
Crunchbase Website Twitter Facebook Linkedin
Spendology develops apps that activate financial intelligence
Hunt Valley Wealth
Crunchbase Website Twitter Facebook Linkedin
Hunt Valley Wealth is a wealth management firm that provides financial planning and investment advice to individuals and businesses.
Paradigm Mortgage Services
Crunchbase Website Twitter Facebook Linkedin
Paradigm Mortgage Services is an independent mortgage brokerage firm that provides reverse mortgages, refinancing, and government loans.
Melnick Rosenbaum Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Melnick Rosenbaum Wealth Management is a financial service company.
Donius Insurance
Crunchbase Website Twitter Facebook Linkedin
Donius Insurance offers a wide range of insurance services including life, auto, flood, home, business owners, and commercial property.
Tan & Associates
Crunchbase Website Twitter Facebook Linkedin
Tan & Associates is an accounting company that provides personal financial planning and commercial property management services.
Small Business Advisors
Crunchbase Website Twitter Facebook Linkedin
Small Business Advisors is a financial services company.
Morgan Wingate
Crunchbase Website Twitter Facebook Linkedin
Morgan Wingate is a financial and an accounting firm.
NikoPat & Associates CPA
Crunchbase Website Twitter Facebook Linkedin
NikoPat & Associates CPA is an accounting firm.
Accounting, Tax and Financial Services
Crunchbase Website Twitter Facebook Linkedin
Accounting, Tax and Financial Services is an accounting firm.
Collegiate Financial Management Association
Crunchbase Website Twitter Facebook Linkedin
Collegiate Financial Management Association is a financial service industry firm.
FreyerMartin
Crunchbase Website Twitter Facebook Linkedin
FreyerMartin is a personal and executive bill-paying service. A nationally respected leader in the emerging daily money management
