Balance Financial Management logo — Balance is a financial management partner working with top o...

Balance Financial Management

Balance is a financial management partner working with top organizational leaders to build solid financial structures.

Founded 2009 United States Santa Barbara, United States 16 employees

General Information

Company Name Balance Financial Management
Founded Year 2009
Location United States Santa Barbara, United States +1
Employees 16
Social

Get notified when Balance Financial Management moves

Funding, new markets, leadership changes, hiring surges — one e-mail, only when something happens.

Free · no account needed

About Balance Financial Management

Balance Financial Management is a strategic finance partner that seamlessly integrates into organizations to provide a range of services, from CFO responsibilities to general accounting. Their team of seasoned professionals aims to craft customized, foundational financial solutions designed for accuracy, transparency, and growth. Ethical financial management is at the core of their culture, valuing philosophy and people, compliance and best practices, data transparency and accuracy, as well as security and safety. Based in the United States, Balance Financial Management is focused on working with top organizational leaders to build solid financial structures. As of now, there is no information available regarding their last investment or investors.

Taxonomy: financial management, strategic finance, CFO services, accounting, startups, for-profits, nonprofits, ethical finance, data transparency, financial solutions, financial structures

No funding data available for Balance Financial Management yet.

Get notified when Balance Financial Management raises funding

Balance Financial Management Alternatives & Competitors

Balance Financial Management vs
Archer
Archer Canada

Archer is a Canadian Independent Financial Services Firm Specializing in Portfolio Management and Fi...

24 employees
Financial Services, Health insurance
Balance Financial Management vs

Trust Your Numbers With The Financial Data Governance Platform

Seed
26 employees
AI, Financial Services
Balance Financial Management vs

Dedicated to providing individuals with high-quality financial services.

10 employees
Financial Services, Wealth Management

FAQ About Balance Financial Management

Balance is a financial management partner working with top organizational leaders to build solid financial structures.
Balance Financial Management was founded in 2009.
Balance Financial Management is headquartered in Santa Barbara, United States.
Balance Financial Management has approximately 16 employees.
Top alternatives and competitors to Balance Financial Management include Archer, Safebooks AI, Summit Asset Management Inc., Paybook, KP Insights. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Balance Financial Management and Archer are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Don't just browse. Track.

Signal Tracker monitors Balance Financial Management and millions of companies for funding rounds, hiring surges, product changes, and 40+ signal types — so you never miss an opportunity.

One analytics cookie (Google Analytics). Cookie Policy

Book a demo 30 minutes