Balance Worldwide Financial
2015
FOUNDED
OOB
STATUS
Out of Business
LATEST DEAL TYPE
Description
Provider of an online investment platform intended to help users invest online. The company's savings and investment platform helps users track their expenses, plan their finances and invest their savings in financial market products online digitally, enabling users to automate their investments and reduce the time and effort involved in investing.
Primary Industry
Other Financial Services
Other Industries
Financial Software
Social/Platform Software
Primary Office
- 8331 Germantown Avenue
- Philadelphia, PA 19118
- United States
Request full access to PitchBook
You’re viewing a free company profile from the PitchBook Platform. To explore Balance Worldwide Financial’s full profile, request a free trial.
Balance Worldwide Financial Valuation and Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 2. Out of Business | 00000 | Completed | Out of Business | |||
| 1. Angel (individual) | 03-Sep-2015 | 00000 | 00000 | Completed | Startup |
Balance Worldwide Financial Executive Team (3)
Balance Worldwide Financial Board Members (5)
| Name | Representing | Role | Since | Contact Info |
|---|---|---|---|---|
| Dina Shoman | Self | Board Member | 000 0000 | |
| James Dowd | Self | Board Member | 000 0000 | |
| Mark Censits | Self | Board Member | 000 0000 | |
| Michelle Smith | Balance Worldwide Financial | Chairwoman | 000 0000 | |
| Sigward Moser | Balance Worldwide Financial | Board Member | 000 0000 |