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Balance Financial is an enterprise social software platform for finance professionals to collaborate with their clients to manage tasks.

Acquired by TaxACT on October 07, 2013

Website: https://www.balancefinancial.com

Founded: January 01, 2004

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Balance Financial Competitors

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Startup Industry Description
Ramp
Software, Internet & Computer Services Automated finance software - Ramp is an all-in-one financial operations platfor ...
Method Financial
Software, Internet & Computer Services Connectivity to consumer credit and liability accounts - Method provides connectivity to consumer credit an ...
Persona
Software, Internet & Computer Services Adapt your identity operations - Persona helps businesses manage KYC, AML, and KYB ...
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Balance Financial Funding

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Date Round Amount Investors
Jul 16, 2012 Venture Undisclosed amount
Sep 06, 2011 Series A $ 1,500,000

Balance Financial Acquisitions

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Balance Financial Products

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Balance Financial Team

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Person Role Period
Devin Miller
Founder Unknown to Unknown
Trevor Honsberger
Founder Unknown to Unknown

Balance Financial News

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