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