What departments does Max Your Dash have?

Max Your Dash has employees across 1 departments including Program & Project Management.

What is the largest department at Max Your Dash?

The largest department at Max Your Dash is Program & Project Management with 1 employees.

Where are Max Your Dash employees located globally?

Max Your Dash has employees across 1 continents and 1 countries including United States Of America.

How has Max Your Dash's team size changed over time?

Max Your Dash's team has remained stable from approximately 8 to 8 employees based on available data.

Max Your Dash Employee Directory

Financial ServicesNew York, United States2-10 Employees

Max Your Dash is a financial services firm located in Victor, New York, that provides holistic financial planning and investment management. Its services are aimed at helping clients maximize joy and fulfillment in life through a comprehensive approach to finances, rather than focusing solely on short-term metrics. The company appears to serve individual clients seeking integrated planning and investment guidance within the broader financial services industry. Headquartered in the Victor area, it operates with a small team, reflecting its designation as a boutique practice. A recent development noted is the launch of its integrated planning and investment offering, aligning with its stated objective of combining financial strategy and investment management to enhance clients’ overall well-being.

Max Your Dash Global Highlights

North America
7

United States Of America
7

Max Your Dash's Leadership

A. A.
Wealth Management Advisor/Junior Partner
Mobile Phone
Email
M. T.
Owner & Wealth Management Advisor
Mobile Phone
Email
N. E.
Wealth Management Advisor/Partner
Mobile Phone
Email
S. L.
Wealth Management Advisor/Junior Partner
Mobile Phone
Email
N. B.
Client Project Manager
Mobile Phone
Email
J. W.
Wealth Management Advisor
Mobile Phone
Email

Max Your Dash Employee Metrics

100%

50%

0%

2026

2025

Banking
Program & Project Management
Accounting
Administrative
Analytics
Other
Arts & Design

Contact profiles from Max Your Dash

Name

Title

Contact Info

Location

Last Update

A. A.
Wealth Management Advisor/Junior Partner
Mobile Phone
Email
United StatesUtah
Jun 08, 2026
M. T.
Owner & Wealth Management Advisor
Mobile Phone
Email
United StatesNew York
Jun 08, 2026
N. E.
Wealth Management Advisor/Partner
Mobile Phone
Email
United States
Oct 26, 2025
S. L.
Wealth Management Advisor/Junior Partner
Mobile Phone
Email
United StatesNew York
Jun 08, 2026
N. B.
Client Project Manager
Mobile Phone
Email
United StatesNew York
Oct 21, 2025
J. W.
Wealth Management Advisor
Mobile Phone
Email
United StatesNew York
Jun 08, 2026

Frequently Asked Questions

What is Max Your Dash known for?

Max Your Dash was founded in 2019 operates in the Financial Services industry. The company's main headquarters is located in 7424 Victor Mendon Road Victor, New York 14564 United States. Explore Max Your Dash's company overview page for more information.

What is Max Your Dash's most common email format?

Max Your Dash employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Max Your Dash email formats with LeadIQ.

How many employees does Max Your Dash have currently?

Max Your Dash has approximately 8 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Max Your Dash's key employees and leadership?

As of April 2026, Max Your Dash's key employees include:

Wealth Management Advisor/Junior Partner: A. A.
Owner & Wealth Management Advisor: M. T.
Wealth Management Advisor/Partner: N. E.
Wealth Management Advisor/Junior Partner: S. L.
Client Project Manager: N. B.

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Max Your Dash Employee Directory

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