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 MillerCEO
Financial technology, product and marketing focus. Last position was Head of Product for Finsphere.
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Bassam SalibaCTO (pt)
Microsoft, Transpoint. 20 years enterprise financial technology.
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David HanerDir. of Engineering
Microsoft, Fidesic, Bank of Seattle. 11 years experience developing financial technology.
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Craig CarnsEngineering
Sr Software Engineer
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Mike BuhrmannChairman 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 RocheBoard Member
Deep financial technology / marketing experience.
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Debra GriffithCFO (pt)
Advisors
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John Robertson - CooleyLawyerUnconfirmedAtlas AcceleratorAccountantUnconfirmed
Previous Investors
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Crosslink CapitalUnconfirmedVFormationUnconfirmedGeoff Entress - Seattle AngelUnconfirmed
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