Personal Money Manager

Business Services · United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Business Services Project Management Accounting for Legal Practices
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Personal Money Manager

Personal Money Manager provides financial organizing and daily money management services primarily for seniors, families, and caregivers. Established in 2008, the company serves clients in Westchester County, Rockland County, Northern New Jersey, and Manhattan. Their services aim to alleviate the stress of managing finances, ensuring that clients can focus on more enjoyable aspects of life. The company emphasizes confidentiality and offers free initial consultations to discuss how they can assist clients.Explore more
Personal Money Manager's Social MediaPopular SearchesPersonal Money ManagerPersonalMoneyManager.netPositive Employment Practices IncSIC Code 87,874NAICS Code 54,541Show more

Is Personal Money Manager your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Personal Money Manager

Compare insights from companies similar to Personal Money Manager, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Personal Money Manager

<$5M
1-10
Private
-
-
N/A
$7.3M
11-50
Private
-
1988
HL
Hoa LeChief Operating Officer & Chief Technology Officer
$5.2M
11-50
Private
-
2017
SD
Scott DuncansonManaging Director
<$5M
11-50
Private
-
2016
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
2010
Robert Centrella, President & Managing Partner at Forza Investment Advisory
Robert CentrellaPresident & Managing Partner
<$5M
1-10
Private
-
2019
DV
Derek VarnerManager, Investment
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Personal Money Manager is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Personal Money Manager is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Personal Money Manager.

Personal Money Manager Tech Stack

A closer look at the technologies used by Personal Money Manager

Top Business Services Companies

Frequently Asked Questions Regarding Personal Money Manager

What is Personal Money Manager's official website?
Personal Money Manager's official website is www.personalmoneymanager.net
What is Personal Money Manager's Revenue?
Personal Money Manager's revenue is <$5 Million
What is Personal Money Manager's SIC code?
Personal Money Manager's SIC: 87,874
What is Personal Money Manager's NAICS code?
Personal Money Manager's NAICS: 54,541
How many employees does Personal Money Manager have?
Personal Money Manager has 1-10 employees
What industry does Personal Money Manager belong to?
Personal Money Manager is in the industry of: Business Services, Project Management, Accounting for Legal Practices
What is Personal Money Manager competition?
Personal Money Manager top competitors include: Avitas Wealth Management, Williams Jones Wealth Management, Giller Investments, Zeus Financial
What technology does Personal Money Manager use?
Some of the popular technologies that Personal Money Manager uses are: MailChimp, Barracuda Networks, Microsoft 365, MailChimp SPF
What does Personal Money Manager do?

Personal Money Manager provides financial organizing and daily money management services primarily for seniors, families, and caregivers. Established in 2008, the company serves clients in Westchester County, Rockland County, Northern New Jersey, and Manhattan. Their services aim to alleviate the stress of managing finances, ensuring that clients c... an focus on more enjoyable aspects of life. The company emphasizes confidentiality and offers free initial consultations to discuss how they can assist clients.Read More

What are Personal Money Manager social media links?
Personal Money Manager Linkedin page
Is Personal Money Manager a public company?
Personal Money Manager is private company therefore does not currently have an official ticker symbol
See more information about Personal Money Manager

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.