Balance Worldwide Financial Overview

  • Year Founded
  • 2015

Year 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
ww.worthfm.com
Ownership Status
Out of Business
Financing Status
Formerly Angel backed
Corporate Office
  • 8331 Germantown Avenue
  • Philadelphia, PA 19118
  • United States
Primary Industry
Other Financial Services
Other Industries
Financial Software
Social/Platform Software
Vertical(s)
TMT, FinTech
Corporate 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
To view Balance Worldwide Financial’s complete valuation and funding history, request access »

Balance Worldwide Financial Executive Team (3)

Name Title Board Seat
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 Self Board Member 000 0000
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Balance Worldwide Financial FAQs

  • When was Balance Worldwide Financial founded?

    Balance Worldwide Financial was founded in 2015.

  • Who is the founder of Balance Worldwide Financial?

    Amanda Steinberg is the founder of Balance Worldwide Financial.

  • Where is Balance Worldwide Financial headquartered?

    Balance Worldwide Financial is headquartered in Philadelphia, PA.

  • What industry is Balance Worldwide Financial in?

    Balance Worldwide Financial’s primary industry is Other Financial Services.

  • Is Balance Worldwide Financial a private or public company?

    Balance Worldwide Financial is a Private company.

  • What is Balance Worldwide Financial’s current revenue?

    The current revenue for Balance Worldwide Financial is 000000.

  • How much funding has Balance Worldwide Financial raised over time?

    Balance Worldwide Financial has raised $500K.

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