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Balance Financial

Collaboration software for personal finance professionals to improve client service, efficiency & help them grow their business.

  • Stage $500K in TTM Revenue
  • Industry Software
  • Location Bellevue, WA, USA
  • Currency USD
  • Founded April 2004
  • Employees 13
  • Website balancefinancial.com

Company Summary

Balance is a personal finance platform to help professional service providers better collaborate & engage with their clients and more efficiently complete financial tasks. We have product in market and paying customers generating $44K /month in revenue. We have raised $2M to date to get us where we are today. Our target clients are professionals such as CPAs & financial advisors. Our competitive advantage is our focus on collaboration.

Team

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    Devin Miller
    CEO

    Financial technology, product and marketing focus. Last position was Head of Product for Finsphere.

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    Bassam Saliba
    CTO (pt)

    Microsoft, Transpoint. 20 years enterprise financial technology.

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    David Haner
    Dir. of Engineering

    Microsoft, Fidesic, Bank of Seattle. 11 years experience developing financial technology.

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    Craig Carns
    Engineering

    Sr Software Engineer

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    Mike Buhrmann
    Chairman of Board

    Deep entrepreneurial experience. Has raised tens of millions across 3 ventures resulting in 2 successful exits to date and over $500M to shareholders.

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    Stephan Roche
    Board Member

    Deep financial technology / marketing experience.

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    Debra Griffith
    CFO (pt)

Advisors

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    John Robertson - Cooley
    Lawyer
    Unconfirmed
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    Atlas Accelerator
    Accountant
    Unconfirmed

Previous Investors

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    Crosslink Capital
    Unconfirmed
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    VFormation
    Unconfirmed
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    Geoff Entress - Seattle Angel
    Unconfirmed