Novato, 94949, CA,
United States
Maxwell Money Management Technographics
Maxwell Money Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Maxwell Money Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 15 Maxwell Money Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Maxwell Money Management has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2015, Google Workspace (Formerly Google G-Suite) for Collaboration in 2013, Automattic Jetpack CRM for CRM in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Maxwell Money Management is running and its propensity to invest more and deepen its relationship with Intuit , Google , Automattic or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Maxwell Money Management revenues, which have grown to $1.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Maxwell Money Management intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Maxwell Money Management Tech Stack and Enterprise Applications
Maxwell Money Management ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2015 | 2015 |
In 2015 Maxwell Money Management implemented Intuit Quickbooks Enterprise as its ERP Financial system to centralize accounting and finance functions for a 15 person, United States based financial services firm. The deployment focused on a multi-user accounting configuration scaled to the company size, with Intuit Quickbooks Enterprise configured to serve core finance operations rather than a broader enterprise resource planning footprint.
Implemented modules and capabilities included general ledger configuration, accounts payable and accounts receivable processing, bank reconciliation workflows, payroll processing, and financial reporting. Governance and process changes concentrated on a finance-led chart of accounts redesign for financial services, standardized period close procedures, and role based user permissions to enforce segregation of duties across the finance team and executive reporting workflows.
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Maxwell Money Management Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2013 | 2013 |
In 2013, Maxwell Money Management implemented Google Workspace (Formerly Google G-Suite). Maxwell Money Management deployed Google Workspace (Formerly Google G-Suite) as its primary Collaboration platform to provide corporate email, cloud storage, document and spreadsheet editing, and shared calendars for business productivity and team coordination.
The deployment covers the companys full staff of 15 employees and uses standard Google Workspace modules including Gmail, Google Drive, Google Docs, Google Sheets, Google Calendar, and the Google Admin console for user provisioning and access controls. The implementation follows a web-first SaaS architecture that centralizes user accounts and collaboration workflows for finance and client servicing functions, and Maxwell Money Management lists Google Workspace on its website as the enterprise collaboration layer supporting business communication and document collaboration.
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Maxwell Money Management CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | Automattic Jetpack CRM | CRM | CRM | n/a | 2017 | 2017 |
In 2017, Maxwell Money Management implemented Automattic Jetpack CRM, a CRM deployed on the company website to centralize customer and prospect interactions for the 15-person banking and financial services firm. The Automattic Jetpack CRM instance is used to capture leads from site contact channels and consolidate customer profiles into a single contact repository to support client-facing workflows.
The configuration emphasizes contact management, lead capture workflows, activity logging, and basic pipeline tracking consistent with CRM functional modules, and it supports sales and advisory business functions alongside administrative operations. Governance focused on centralizing contact data and standardizing intake via the website, with role-aware access and defined outreach processes to align small-team operating procedures with the application.
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Marketing Automation | CRM |
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2017 | 2017 |
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Maxwell Money Management IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Maxwell Money Management
| First Name | Last Name | Title | Function | Department | Phone | |
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Principal | Director | Finance | |
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Principal | Director | Finance | |
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Controller | Director | Finance | |
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Apps Being Evaluated by Maxwell Money Management Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||