Balance Worldwide Financial Overview
- Founded
-
2015
- Status
-
Out of Business
- Latest Deal Type
-
Out of Business
Balance Worldwide Financial General Information
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.
Contact Information
Primary Industry
Other Financial Services
Other Industries
Financial Software
Social/Platform Software
Primary Office
- 8331 Germantown Avenue
- Philadelphia, PA 19118
- United States
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 |
Balance Worldwide Financial Executive Team (3)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Bridgot Basile | Chief Compliance Officer & Director of Investment Operations |
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 |