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MaxMyInterest

MaxMyInterest

Private
New York City, New YorkFinTechhttps://www.maxmyinterest.com/

Last Round

Angel

Jun 6, 2014

Momentum

Top 25%

of companies Caplight tracks

Company Overview

MaxMyInterest is a financial technology company that provides an intelligent cash management platform to help individuals, financial advisors, and businesses optimize cash yields while maximizing FDIC insurance coverage.

Sector

FinTech

Verticals

Wealth Management, Personal Finance, Investment Platforms

Business Model

B2C

Customer Profile

Subscription SaaS

AI Layer

Non-AI

Keywords

cash managementautomated cash managementcash sweephigh-yield savingsFDIC insurancewealth managementcash dragpersonal financefinancial advisor toolsyield optimizationfintechrobo-advisorsweep accountcash optimization

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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MaxMyInterest Comparables

Compare MaxMyInterest with similar companies based on industry and business-model similarity.

MaxMyInterest comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
SkyView Partners
83%
MassMutual Financial Group
82%
Rivo
76%

MaxMyInterest Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
AngelJun 6, 2014

Key People

Founding team and executive leadership

Ateet Adhikari

Chief Operating Officer

Executive Team

MaxMyInterest Investors

Notable investors and investment history

MaxMyInterest investors
InvestorRounds
ThirdStream PartnersVC Round

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 25, 2026

    Monthly visitors grew 59% MoM, reaching 31K.

  • Jun 6, 2014

    Completed an angel funding round.

MaxMyInterest Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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MaxMyInterest Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about MaxMyInterest's valuation, stock price, and market status.

Firmographic Details

HeadquartersNew York City, New York
Employee Range12
Year Founded2013
Last FundingJun 6, 2014

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