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Smart Money Management

Smart Money Management
2015 FOUNDED
PRIVATE STATUS
11-20 EMPLOYEES
Platform LATEST DEAL TYPE
1 FINANCING ROUNDS
2 INVESTMENTS
Description

Operator of a household finance and personal accounting consulting firm. The company offers following services to families and individuals; credit repair, debt settlement and elimination, household finances and bookkeeping and student loan consolidation.

Ownership Status
Privately Held (backing)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Primary Office
  • 5577 Airport Highway
  • Suite 200
  • Toledo, OH 43615
  • United States

+1 (419) 000-0000

Smart Money Management Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Smart Money Management Acquisitions (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 0000000000 13-Apr-2015 000000 00 000000 Other Financial Services 000000 0000
DebtTech Financial Solutions 13-Apr-2015 Merger of Equals Other Financial Services 000000 0000
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Smart Money Management Executive Team (6)

Name Title Board
Seat
Contact
Info
Derick Gant Chief Executive Officer and Founder
Dayna Christy Personal Chief Financial Officer
Kevin McQueen Personal Chief Financial Officer
Cindi Ring Senior Personal and Smart Money Chief Financial Officer
Judi Ellis Senior Personal Chief Financial Officer
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