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Wealth Utilities

Max

Optimize cash, maximize yield, simplify management.

"Max helps RIAs and their clients optimize cash management by automatically sweeping excess cash into higher-yielding FDIC-insured accounts. The platform aims to maximize interest income while maintaining liquidity and FDIC insurance coverage, simplifying a complex process for both advisors and clients."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #0 in Wealth Utilities
Validated Adoption
0 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Automated cash sweep functionality
FDIC insurance maximization
Competitive interest rate optimization
Integrated reporting and analytics
Streamlined account management

Primary Use Cases

Optimizing cash holdings for clients seeking higher returns and FDIC insurance
Managing cash sweep programs
Tax-advantaged cash management

Agentic Intelligence Briefing

"Max automates cash management for RIAs, maximizing yield and FDIC insurance coverage across multiple banks."

Real-time Forensic Synthesis

Competitive Strengths

Automates cash optimization for higher yields
FDIC insured
Tax-efficient
Seamless integration with custodial platforms

Adoption Hazards

Requires clients to maintain multiple bank accounts
May not be suitable for all clients due to complexity
Pricing not transparent

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs seeking to optimize client cash holdings.
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Flourish Cash
2Tiller Money
3High-yield savings accounts at traditional banks

Value Proposition

"Max helps RIAs optimize client cash holdings for higher, FDIC-insured yields, simplifying cash management and enhancing client returns."

Vendor Dossier

Max logoM
Max
max.com
Corporate Portal

Audit Your RIA Stack

See how Max fits into your overall tech efficiency score.

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