FinovateFall 2011 / Balance Financial

Presenter Profile:

How they describe themselves: Personal finance stresses most people out. For many, it is just another chore that gets minimal attention. Free, do-it-yourself financial tools don’t work for most people either. Our team believes an alternative should exist in personal finance that delivers an affordable, professional service much like with tax preparation and financial advisory services. For those who are tired of tracking down bills, worried about missing payments and stressed over out-of-date spending reports, Balance is a place where you can have your financial chores managed for you.  With Balance, you get less stress, better results, professional support and everything in one place.

How they describe their product/innovation: Balance is innovative by leveraging technology to create service-based alternatives for dealing with daily financial chores. Balance uses highly automated financial tools and a nationwide network of professionals to manage your personal finances for you. At Finovate, our team will present a new $39.95 per month package focusing on reporting and filing. To go along with our core bill management capabilities, our new Essential package features account aggregation and expense tracking tools along with the ability to have your bookkeeper create custom spending reports. Also, look for our photo bill pay mobile app also with video chat.


Bus. Dev., Press & Sales: Devin Miller, CEO,, 425-458-4400

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