Balance aims to change personal finance through an open, collaborative approach to managing financial chores.
Balance helps consumers manage their financial chores by putting everything and everyone in the same place. Balance combines the best in online financial tools as well as the ability to share and collaborate on tasks with family and financial professionals.
Balance also supports CPAs, RIAs and bookkeepers looking to better attract, retain, engage and service their clients. Balance enables higher quality service engagements for these professionals and delivers a high tech way to better service and engage with clients.
Balance has a solid team, a mature product and is seeing early success with financial professionals.
Specialties
Daily Money Management, Personal Bookkeeping, Bill Pay Services, Personal finance software
