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Companies in the Personal Financial Management industry

Companies in the Personal Financial Management industry
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Companies where
Industry
is
‌
Personal Financial Management
Name
Description
Industry
Official Website
Location
‌
Aperio Group

Aperio Group is a Sausalito, California-based company.

Finance
Finance
‌
Personal Financial Management
aperiogroup.com
Sausalito, California
Sausalito, California
LocoNav
LocoNav

A software company offering a platform for vehicle fleet management intelligent analytics and the internet of things (IoT).

Software
Software
Fleet management
Fleet management
Software engineering
Software engineering
‌
Personal Financial Management
Software as a service (SaaS)
Software as a service (SaaS)
Technology
Technology
loconav.com
India
India
Delhi
Delhi
San Francisco
San Francisco
Paris
Paris
Gurgaon
Gurgaon
Old Delhi
Old Delhi
Great American Group
Great American Group

B. Riley Financial, Inc. ("B. Riley") companies provide tailored financial solutions to meet the strategic, operational, financial advisory and capital needs of its clients through a diverse range of collaborative and complementary business capabilities.

Financial services
Financial services
Finance
Finance
Accounting
Accounting
Personal finance
Personal finance
Consultant
Consultant
‌
Advisory
Investment management
Investment management
Investment
Investment
Investment banking
Investment banking
Wealth management
Wealth management
‌
Personal Financial Management
greatamerican.com
‌
Woodland Hills, Los Angeles
San Francisco
San Francisco
Park City, Utah
Park City, Utah
Mexico
Mexico
Lafayette, Louisiana
Lafayette, Louisiana
Houston
Houston
Plano, Texas
Plano, Texas
Tulsa, Oklahoma
Tulsa, Oklahoma
Memphis, Tennessee
Memphis, Tennessee
Nashville, Tennessee
Nashville, Tennessee
Atlanta
Atlanta
West Palm Beach, Florida
West Palm Beach, Florida
Palatine, Illinois
Palatine, Illinois
‌
Southfield, Michigan
Beachwood, Ohio
Beachwood, Ohio
Warrenton, Virginia
Warrenton, Virginia
Los Angeles
Los Angeles
Fiinu
Fiinu

Fiinu is the creator of the Plugin Overdraft for short-term finances.

Personal finance
Personal finance
‌
Personal Financial Management
‌
Budgeting
fiinu.com
England
England
Surrey
Surrey
United Kingdom
United Kingdom
Spenmo
Spenmo

Spenmo aims to help businesses manage spending and get easier access to credit.

Payment
Payment
‌
Personal Financial Management
Software as a service (SaaS)
Software as a service (SaaS)
Finance
Finance
Technology
Technology
Financial technology
Financial technology
spenmo.com
Singapore
Singapore
Quicken
Quicken

Quicken is a company founded in 1984.

Enterprise software
Enterprise software
Finance
Finance
Personal finance
Personal finance
‌
Personal Financial Management
Software
Software
Technology
Technology
quicken.com
Cleveland
Cleveland
Detroit
Detroit
Phoenix, Arizona
Phoenix, Arizona
Charlotte, North Carolina
Charlotte, North Carolina
Menlo Park, California
Menlo Park, California
‌
Esterbrooks, Scott, Signorelli, Peterson, Smithson, Ltd.

Esterbrooks has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

Accounting
Accounting
Finance
Finance
Bookkeeping
Bookkeeping
Service (economics)
Service (economics)
Tax
Tax
Payroll
Payroll
Personal finance
Personal finance
‌
Financial planning (business)
‌
Personal Financial Management
esterbrooks.com
‌
Duluth, Minnesota
‌
Superior, Wisconsin
Astra Capital Management
Astra Capital Management

At Astra, we pursue unique opportunities in which our team’s wealth of experience in the Communications and Technology industries and deep knowledge of the leveraged finance and corporate M&A markets can facilitate business transformations.

Finance
Finance
Education
Education
Training
Training
Educational Technology
Educational Technology
‌
Personal Financial Management
Technology
Technology
astracapitalmgmt.com
Washington, D.C.
Washington, D.C.
Menlo Park, California
Menlo Park, California
Silver, Freedman, Taff & Tiernan LLP
Silver, Freedman, Taff & Tiernan LLP

Silver, Freedman, Taff & Tiernan LLP, is a preeminent legal services provider based in Washington, DC. We act as special counsel to private and public companies nationwide, with a special focus on the financial services sector, including commercial banks, savings institutions, trust companies, credit unions and private equity firms.

Startup
Startup
Stock exchange
Stock exchange
Financial services
Financial services
Venture capital
Venture capital
‌
Personal Financial Management
‌
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
‌
Investment Banking and Securities Intermediation
Finance
Finance
Technology
Technology
Financial technology
Financial technology
sfttlaw.com
Washington, D.C.
Washington, D.C.
Playbook
Playbook

Playbook is an app that helps users optimize their tax payment.

Financial services
Financial services
‌
Personal Financial Management
Finance
Finance
Technology
Technology
Financial technology
Financial technology
helloplaybook.com
San Francisco
San Francisco
Denver Investments
Denver Investments

Plan your financial future with trusted Denver, Colorado based experts.

Finance
Finance
Accounting
Accounting
Personal finance
Personal finance
Bookkeeping
Bookkeeping
Payroll
Payroll
‌
Personal Financial Management
Investment
Investment
Tax
Tax
denvest.com
Denver
Denver
Colorado
Colorado
‌
Sullivan Mermel, Inc.

We help you achieve big goals like retiring or retiring early through innovative, fee only financial planning. At Sullivan Mermel, Inc., we don't accept commissions, loads, or referral fees, so you know that we're putting your interest ahead of our own.

‌
Personal Financial Management
sullivanmermel.com
Chicago
Chicago
‌
Outright Solutions

Outright Solutions is a company founded in 2010.

Software
Software
E-commerce
E-commerce
Web design
Web design
Web development
Web development
Digital marketing
Digital marketing
Information technology
Information technology
‌
Personal Financial Management
Web Apps
Web Apps
Technology
Technology
Design
Design
outrightsolutions.net
India
India
West Bengal
West Bengal
Kolkata
Kolkata
‌
CIBC Private Wealth Management

Delivering a robust complement of investment management, wealth strategies and legacy planning, and private banking, deposit and lending services.

Investment management
Investment management
‌
Personal Financial Management
Finance
Finance
private-wealth.us.cibc.com
United States
United States
Muvin
Muvin

Muvin is an India-based company founded in 2020.

Management
Management
Wealth management
Wealth management
Banking
Banking
‌
Personal Financial Management
Finance
Finance
muvin.in
India
India
‌
AMA Financial Advisors

AMA Financial Advisors is a personal financial management company.

‌
Personal Financial Management
amafinancialadvisors.com
Snowball Wealth
Snowball Wealth

Snowball Wealth is a San Francisco-based company.

Financial services
Financial services
‌
Personal Financial Management
snowballwealth.com
San Francisco
San Francisco
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