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Balance Worldwide Financial

Balance Worldwide Financial
Out of Business LATEST DEAL TYPE

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.

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 and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Out of Business 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
Amanda Steinberg Founder, Board Member & Chief Executive Officer
Emily Jipson General Manager & Chief Product Officer
Bridgot Basile Chief Compliance Officer & Director of Investment Operations

Balance Worldwide Financial Board Members (5)

Name Representing Role Since Contact
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