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:
- Innovative ideas
- Innovative route to market
- Innovative product
- Exceptional growth
- Exceptional growth strategy
- Societal impact
Top Maryland Personal Finance Companies
Debx makes it easy to unlock the complete power of your credit card responsibly by automatically paying off daily purchases. Simply link your checking and credit card account(s) in the Debx app, then make everyday, normal purchases with your credit card.
Sit back, relax and watch your rewards and credit score grow, Debx will take care of the rest for you. Now you can never worry about spending a dollar you don’t have.
The Debx App enables you to benefit from the power and perks of your credit card, while seamlessly maintaining the fiscal discipline of your debit card. By linking your checking and credit card account(s) in the app, Debx automatically pays off life’s daily credit card purchases.
Earn rewards, build credit, and automate payments, all while spending responsibly. Turn your credit card into a debit card using Debx..
CashStash is a fintech app built on blockchain technology that allows families, colleagues and companies the ability to share funds in a secure and transparent fashion. CashStash have also developed the digital currency CSH Coin, which allow users to send, receive and share funds worldwide in a cost-efficient manner.
CashStash, also known as CS, gives funding pool participants convivence by displaying transaction history, group chat capability and push notifications in a way that better organizes spending for a group purchase or outings. Users will have the ability to track expenses with a built-in spending analyzer.
CS takes peer to peer connection to the next level.. .
Chevy Chase Bank
Chevy Chase Bank is the greater Washington region’s largest locally-owned banking institution providing a complete array of financial products and services to consumers and businesses in Maryland, Virginia, and the District of Columbia. The Bank, which is headquartered in Bethesda, Maryland, has approximately 250 branches and over 1,000 ATMs, more than anyone else in the greater Washington market.
Chevy Chase Bank currently has over $16 billion in assets and services over 1 million customers. For more information about Chevy Chase Bank, please visit chevychasebank.com..
Sandbox Financial Partners
Sandbox Financial Partners is an independent, SEC Registered Investment Advisory firm with locations in Bethesda, MD and Boston, MA. Our services include Wealth Management, Investment Advisory, Financial Planning, Retirement Planning, Life Insurance and Long-Term Care.
Sandbox advisers are Fiduciaries and act in your best interest, all the time. We are not part of a bank, insurance company or wall street firm and have no proprietary interests.
We offer advice & guidance, not products. Sandbox Financial Partners has been featured in Forbes, Fortune, Bloomberg, Wall Street Journal, Washington Post & Bethesda Magazine..
FreyerMartin is a personal and executive bill-paying service. A nationally respected leader in the emerging daily money management industry, FreyerMartin handles household and personal bills for people across the country who are extremely busy, but don’t want to compromise their credit scores or financial standing.
Bills go directly to lockbox, are reviewed for accuracy and reasonableness, and are paid from a client-funded account. Representatives work with a set group of clients whose spending patterns and preferences are understood such that the reps are able to identify and resolve billing issues without any client involvement.
The company, headquartered in Gaithersburg, MD, was founded in 2003 by Carla Morelli, a 10-year finance and IT consulting veteran.. .
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