Balance Worldwide Financial Overview

  • Founded
  • 2015

  • Status
  • Out of Business

  • Latest Deal Type
  • Out of Business

Balance Worldwide Financial General Information


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.

Contact Information

Ownership Status
Out of Business
Financing Status
Formerly Angel backed
Primary Industry
Other Financial Services
Other Industries
Financial Software
Social/Platform Software
Primary Office
  • 8331 Germantown Avenue
  • Philadelphia, PA 19118
  • United States

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Balance Worldwide Financial Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Out of Business 01-Mar-2020 00000 Completed Out of Business
1. Early Stage VC 03-Sep-2015 00000 00000 Completed Startup
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Balance Worldwide Financial Executive Team (3)

Name Title Board Seat Contact Info
Bridgot Basile Chief Compliance Officer & Director of Investment Operations
You’re viewing 1 of 3 executive team members. Get the full list »

Balance Worldwide Financial Board Members (5)

Name Representing Role Since
Dina Shoman Self Board Member 000 0000
James Dowd Self Board Member 000 0000
Mark Censits Balance Worldwide Financial Board Member 000 0000
Michelle Smith Balance Worldwide Financial Chairwoman 000 0000
You’re viewing 4 of 5 board members. Get the full list »