Day-To-Day Financial Management Revenue

Financial Services • Doylestown, Pennsylvania, United States • 1-10 Employees

Day-To-Day Financial Management revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Day-To-Day Financial Management

Mary Slack Cdmm

Owner & Daily Money Manager

Company overview

Headquarters	Doylestown, Pennsylvania, United States
Phone number	+12155980346
Website	daytodayfinancial.com
NAICS	52
SIC	736
Keywords	Budgeting, Senior Services, File Organization, Mail Management, Bill Paying And Account Reconciliations
Founded	2018
Employees	1-10

Day-To-Day Financial Management Email Formats

Day-To-Day Financial Management uses 1 email format. The most common is {first initial} (e.g., j@daytodayfinancial.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@daytodayfinancial.com	100%

About Day-To-Day Financial Management

At different stages in our lives, we can become overwhelmed with our day-to-day financial tasks and require the assistance of a professional to keep us on track and in control of our financial affairs. Day-To-Day Financial Management, LLC offers that daily money management service to our clients which includes mail management, bill paying, account reconciliation, fraud review, personal banking, budgeting, file organization, insurance claims and more. We also refer you to and liaison with legal, investment, insurance and tax professionals We serve senior citizens, people in life transitions (newlyweds, loss of spouse, divorce), adults with disabilities, people recovering from serious medical conditions, frequent travelers, busy families/professionals, small business owners and legal agents (POA), trustees and estate executives.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Day-To-Day Financial Management has never raised funding before.

Day-To-Day Financial Management Tech Stack

Discover the technologies and tools that power Day-To-Day Financial Management's digital infrastructure, from frameworks to analytics platforms.

GoDaddy

Hosting

GoDaddy Website Builder

CMS

Open Graph

Miscellaneous

HSTS

Security

RequireJS

JavaScript frameworks

React

JavaScript frameworks

PWA

Miscellaneous

Frequently asked questions

Day-To-Day Financial Management is located in Doylestown, Pennsylvania, US.

You can reach Day-To-Day Financial Management at +12155980346.

Day-To-Day Financial Management generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Day-To-Day Financial Management has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Day-To-Day Financial Management was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Day-To-Day Financial Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Day-To-Day Financial Management

Mary Slack Cdmm

Owner & Daily Money Manager

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