Balance Worldwide Financial Overview

  • Founded
  • 2015
Founded
  • 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

Website
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 00000 Completed Out of Business
1. Early Stage VC 03-Sep-2015 00000 00000 Completed Startup
To view Balance Worldwide Financial’s complete valuation and funding history, request access »

Balance Worldwide Financial Executive Team (3)

Name Title Board Seat Contact Info
Amanda Steinberg Founder, Board Member & Chief Executive Officer
Emily Jipson General Manager & Chief Product Officer
Bridgot Basile Chief Compliance Officer & Director of Investment Operations
To view Balance Worldwide Financial’s complete executive team members history, request access »

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 Self Board Member 000 0000
Michelle Smith Balance Worldwide Financial Chairwoman 000 0000
Sigward Moser Balance Worldwide Financial Board Member 000 0000
To view Balance Worldwide Financial’s complete board members history, request access »