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Balance Financial

A collaborative approach to personal finance. We help consumers manage financial chores by putting everyone & everything in one place.

  • Stage $500K in TTM Revenue
  • Industry Consumer Products
  • Location Bellevue, WA, USA
  • Currency USD
  • Employees 14
  • Website balancefinancial.com

Company Summary

Balance is a new way to deal with your personal financial chores. All of your finances managed from one secure place mated to a nationwide network of financial professionals to give you service and advice along the way. Balance is the only system that combines all of your financial accounts and bills in one place along with professional support to keep you on track. We also use a deep level of analytic automation in our software.

Team

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    Devin Miller
    CEO

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    Bassam Saliba
    CTO

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    John Yii
    CIO

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    David Haner
    Sr. Director of Engineering

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    Deb Griffith
    CFO

Advisors

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    John Robertson - Cooley
    Lawyer
    Unconfirmed
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    Jim Powers
    Accountant
    Unconfirmed

Previous Investors

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    Mike Buhrmann
    Unconfirmed
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    Will Kessinger - VFormation
    Unconfirmed
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    Eric Chin - Crosslink
    Unconfirmed