American Association of Daily Money Managers

What American Association of Daily Money Managers does

The American Association of Daily Money Managers (AADMM) is a nonprofit professional membership association headquartered in Leesburg, Virginia, serving practitioners of daily money management — a niche service-line in which DMMs handle bill payment, cash-flow tracking, budgeting, and financial organization for clients, predominantly older adults, high-net-worth households, and small businesses. Founded in 1998, the association's primary constituents are individual practitioners and small firms offering these services across the United States. AADMM has no commercially distributed technology platform; its core outputs are the CDMM (Certified Daily Money Manager) credential, continuing education workshops and webinars, peer-to-peer community forums, and an annual conference.

The association operates a hybrid revenue model combining (a) individual and firm membership dues, (b) paid conference and workshop registration, with published tiers ranging roughly $425–$565 per attendee, (c) certification and continuing education unit (CEU) fees tied to the CDMM program, and (d) a tiered corporate sponsorship program whose Platinum partner is Trustworthy, supported by Quicken, Bill.com, Dominion Insurance, OLN, and G2FA. Distribution to end consumers runs primarily through the publicly searchable Find-a-DMM directory, with secondary referral flow generated via Alliance Organization relationships with adjacent professions (notably ALCA and NAPO). Strategic priorities inferred from observable activity include broadening the entry pipeline (Business Basics Workshop), formalizing sponsor monetization, and rotating between virtual and in-person conference formats to maximize member reach.

Name

American Association of Daily Money Managers

Legal name

American Association of Daily Money Managers

Website

https://secure.aadmm.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

501–1,000 employees

Short description

The American Association of Daily Money Managers (AADMM) is a U.S. nonprofit professional association, founded in 1998 and headquartered in Leesburg, VA, that credentialing, educates, and connects daily money managers serving older adults, high-net-worth individuals, and small businesses via the CDMM certification, annual conferences, and the public Find-a-DMM directory.

Ownership category

akta.pro rank

Headquarters

HQ city

Leesburg

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Membership Dues: AADMM generates revenue through annual membership dues from Daily Money Managers and affiliate members. Membership provides access to resources, certification, networking groups, and the Find-a-DMM directory.
2. Conference Revenue: The organization hosts an annual conference with paid registration (members and non-members), plus add-on workshops and evening events. Registration fees range from $425-$565 depending on membership status and registration timing. Additional revenue comes from sponsorship packages sold to partners.
3. Business Basics Workshop: A 2-part training course for those considering DMM as a career or new to the profession, offered at $295 per participant as an add-on to conference registration or standalone.
4. Sponsorship Revenue: AADMM sells sponsorship packages at its annual conference, offering brand visibility among a dedicated community of Daily Money Managers. Sponsors include Trustworthy, Bill.com, Quicken, Dominion Insurance, and others.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

AADMM is a nonprofit professional membership association that credentials and supports Daily Money Managers through annual membership dues, the CDMM® professional certification, a national Find-a-DMM public directory, monthly live and recorded webinars (with CEU credit), mentoring, and an annual conference. It also generates revenue from conference registration fees, a 2-part Business Basics Workshop ($295 per participant), and tiered sponsorship packages sold to vendors such as Trustworthy, Bill.com, Quicken, and Dominion Insurance.

Product overview

The American Association of Daily Money Managers (AADMM) is a professional association serving the daily money management industry. Rather than a single software product, AADMM offers a portfolio of membership services including professional certification (CDMM), a member dashboard portal, educational programs (webinars and Business Basics Workshop), an annual conference, and a public Find a DMM directory. The organization supports Daily Money Managers who deliver essential personal financial services including bill-paying, bookkeeping, and financial organization to seniors, people with disabilities, busy professionals, and small businesses.

Differentiator

Problem solved

Functional benefit

Products and services

• CDMM Certification Program Certified Daily Money Manager (CDMM®) professional credentialing program for members, including CEU tracking and recertification requirements to maintain active CDMM status.
• AADMM Annual Conference Annual professional conference held in-person (2025 in San Antonio) and virtual (2024 and 2026), offering education sessions, networking, CEU credits, and paid registration tiers ranging from $425 to $565 depending on member status and timing.
• Business Basics Workshop 2-part training webinar series priced at $295 per participant for those considering Daily Money Management as a career or new to the profession; can be taken as an add-on to the annual conference or standalone, and includes a training manual, lunch, and refreshment breaks at in-person editions.
• Webinars and Continuing Education Programs Monthly live webinars plus a recorded webinar catalogue covering Standards of Practice, Types of Expenses, Payroll, Finance, Bookkeeping, Bill Pay, and Ethics, with CEU credits available for member professional development.
• AADMM Membership Recurring annual membership for Daily Money Managers and Affiliate Members, providing access to the member dashboard, certification pathway, CEU-credited webinars, networking groups, Standards of Practice, and a public listing in the Find-a-DMM directory.

Quantifiable outcome

• DMMs serve clients with physical or cognitive impairments and busy professionals with complex financial lives, providing a niche alternative to traditional financial advisory services.

Named customers5 records

Segments6 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eight partnerships are on record, tiered flagship, core and secondary.

• TrustworthyflagshipGTM or Marketing PartnerTrustworthy serves as the Platinum/Presenting Sponsor of the AADMM Annual Conference. As a leading provider of family finance management services, Trustworthy aligns with AADMM's mission and provides brand visibility and thought leadership opportunities within the DMM community.
• QuickencoreGTM or Marketing PartnerQuicken is a Gold Sponsor of the AADMM Annual Conference and provides a tips and tricks workshop for Quicken product users at the conference. Quicken offers financial software solutions relevant to DMMs' daily work.
• Bill.comcoreGTM or Marketing PartnerBill.com is a Bronze Sponsor of the AADMM Annual Conference. As a provider of bill pay and accounts payable automation, Bill.com's platform is directly relevant to DMMs' bill management services.
• Dominion InsurancesecondaryGTM or Marketing PartnerDominion Insurance is a Silver Sponsor (2025) and Breakout Session Sponsor (2024) of the AADMM Annual Conference, providing insurance solutions relevant to the DMM profession.
• OLN (Organizing Life Network)secondaryGTM or Marketing PartnerOLN is a Bronze Sponsor of the AADMM 2025 Annual Conference.
• G2FA (Group2FA)secondaryTechnology or IntegrationG2FA (Group2FA) is a Breakout Session Sponsor of the AADMM 2024 Annual Conference, providing financial workflow and organization tools relevant to DMMs.
• Alliance OrganizationscoreStrategic or Co-development PartnerA formal category of partner organizations listed on the AADMM website. These include allied professional organizations that collaborate with AADMM on member referrals and professional standards. The organization maintains an Alliance Organizations program for formal partnerships with related professional bodies.
• Referral Partners (CPAs, Estate Attorneys, Financial Advisors)coreChannel Partner/ Reseller/ DistributorDMMs work closely with CPAs, estate planning attorneys, financial advisors, care managers, and end-of-life doulas to serve clients holistically. AADMM's 'Working with other professionals' page and Affiliate Membership category formalize these referral and collaborative relationships.

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• National Association of Insurance and Financial Advisors (NAIFA): NAIFA is a membership association representing insurance and financial advisors who frequently co-serve clients with DMMs (especially around estate, retirement, and long-term care planning). Comparable community-led GTM with annual conventions, state chapters, and continuing education.
• American Institute of Certified Public Accountants (AICPA): AICPA is the largest professional association for CPAs — a critical referral source for DMMs serving clients who need both accounting and daily money management. Comparable as a professional membership association with certification, continuing education, and a large member directory, though at significantly larger scale and scope.
• Financial Planning Association (FPA): FPA is the largest membership organization for CFP® professionals and personal financial planners, serving overlapping but more investment-focused practitioners than AADMM's daily money managers. Both associations credential financial professionals serving individuals, share referral partners (CPAs, estate attorneys), and operate annual conferences with sponsorship ecosystems.
• Society of Financial Service Professionals (SFSP): SFSP is a membership association for financial service professionals serving individuals and families, with comparable GTM (community-led, conferences, certification, continuing education) and overlapping referral partners. Broader scope than AADMM but similar association model.
• National Association of Personal Financial Advisors (NAPFA): NAPFA is a membership association for fee-only financial advisors, with overlapping client demographics (HNW individuals, retirees) and referral ecosystem with DMMs. Comparable as a credentialing body (NAPFA-Registered Financial Advisor) serving individuals seeking trusted financial professionals.

Emerging players

• Trustworthy: Trustworthy is the Platinum/Presenting Sponsor of the AADMM Annual Conference and a family finance management platform that increasingly competes for the same end-client use cases (bill paying, document organization, financial oversight for families). Relevant as both sponsor and partial substitute for traditional DMM services.

Direct peers

• National Association of Productivity & Organizing Professionals (NAPO): NAPO is a directly comparable professional membership association for organizing professionals, with overlapping membership, similar conference/webinar programming, and even explicit cross-referral with AADMM (AADMM offers member pricing to NAPO members). Both are niche professional associations credentialing independent practitioners serving individuals and families.
• National Association of Tax Professionals (NATP): NATP is a professional membership association for tax practitioners with a similar business model — annual dues, annual conference, continuing education, member directory, and specialty credentialing. Comparable in scale, GTM motion (community-led, education-centric), and member persona (independent practitioners serving individuals and small businesses).
• American Association of Bookkeepers (AATB / dba American Bookkeepers Association): American Bookkeepers Association is a professional membership association for independent bookkeepers — a closely adjacent practitioner category to DMMs, with overlapping small business and individual client segments and similar small-firm, member-driven business model.
• Aging Life Care Association (ALCA): ALCA is a professional membership association for aging life care professionals (care managers) who serve the same senior/older-adult demographic as DMMs. AADMM offers member conference pricing to ALCA members, and the two associations share referral ecosystems with CPAs, estate attorneys, and financial advisors serving aging clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/AADMMOfficial
• LinkedInlinkedin.com/company/american-association-of-daily-money-managers
• Xx.com/AADMM_US

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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M&A

Investments

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Frequently asked questions about American Association of Daily Money Managers