28 Best Maryland Personal Finance Companies and Startups

May 24, 2023

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

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

Ortus Academy

Crunchbase Website Twitter Facebook Linkedin

Ortus Academy offers financial intelligence coaching, workshops, and online education to businesses, entrepreneurs, and their teams.

Ortus Academy

Sector Financial

Crunchbase Website Twitter Facebook Linkedin

Sector Financial provides innovative financing solutions, innovative products, and customized advice.

Ortus Academy

OneLoan Direct

Crunchbase Website Twitter Facebook Linkedin

OneLoan Direct is a financial firm that offers credit, lending, consumer loans, personal finance, and micro-lending.

Ortus Academy

Movement Mortgage

Crunchbase Website Twitter Facebook Linkedin

Movement Mortgage provides personalised mortgage solutions.

Ortus Academy

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

Ortus Academy

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.

Ortus Academy

Chevy Chase Bank

Crunchbase Website Twitter Facebook Linkedin

Chevy Chase Bank is the largest locally-based banking company in the Washington metropolitan area.

Ortus Academy

Garnish

Crunchbase Website Twitter Facebook Linkedin

Venmo for medical bills

Ortus Academy

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.

Ortus Academy

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.

Ortus Academy

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.

Ortus Academy

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.

Ortus Academy

Jemma Financial Services

Crunchbase Website Twitter Facebook Linkedin

Jemma Financial Services offers personalized financial products and services to individuals and businesses.

Ortus Academy

Sandbox Financial Partners

Crunchbase Website Twitter Facebook Linkedin

Registered Investment Advisors, Fiduciary, Wealth Management, Financial Planning, Retirement

Ortus Academy

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.

Ortus Academy

Spendology

Crunchbase Website Twitter Facebook Linkedin

Spendology develops apps that activate financial intelligence

Ortus Academy

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.

Ortus Academy

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.

Ortus Academy

Melnick Rosenbaum Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Melnick Rosenbaum Wealth Management is a financial service company.

Ortus Academy

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.

Ortus Academy

Tan & Associates

Crunchbase Website Twitter Facebook Linkedin

Tan & Associates is an accounting company that provides personal financial planning and commercial property management services.

Ortus Academy

Small Business Advisors

Crunchbase Website Twitter Facebook Linkedin

Small Business Advisors is a financial services company.

Ortus Academy

Morgan Wingate

Crunchbase Website Twitter Facebook Linkedin

Morgan Wingate is a financial and an accounting firm.

Ortus Academy

NikoPat & Associates CPA

Crunchbase Website Twitter Facebook Linkedin

NikoPat & Associates CPA is an accounting firm.

Ortus Academy

Accounting, Tax and Financial Services

Crunchbase Website Twitter Facebook Linkedin

Accounting, Tax and Financial Services is an accounting firm.

Ortus Academy

Collegiate Financial Management Association

Crunchbase Website Twitter Facebook Linkedin

Collegiate Financial Management Association is a financial service industry firm.

Ortus Academy

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

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