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Personal finance collaboration software for professionals and their clients
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Interested in learning more about Balance before getting started?  Fill out the form below and tell us about how you had hoped we could help.  You can also call our direct line or send an email to membership@balancefinancial.com 

General Contact Information

Headquarters                                                    Mailing Address
1800 - 112th  AVE NE                                         PO BOX 1648
Suite 260-E                                                        Bellevue WA 98009
Bellevue, WA 98004
Toll Free: (888) 245-3254
Local: (425) 458-4400
Fax: (425) 458-4011

Hours:  8:30am - 5:30pm PST

Email Us
Please complete this form for general inquiries or for information regarding packages.
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Financial Professionals

For professionals looking for information on using our software or looking for a demo, send us a note on what specific solution you want to learn about and how you had hoped we could help.

Job Opportunities

Our goal at Balance is to develop highly innovative and massively disruptive technology that benefits families and professionals alike.  We are always looking for hard working individuals with knowledge in financial technology, software engineering, application design and collaborative systems.  Send an email to membership@balancefinancial.com for more information.  

 


Financial Institutions

Balance leverages advanced analytics technology and a customer focused innovation methodology to create services high on technology and service.  If you work with a financial institution and are interested in integrating or learning how Balance technology and services can benefit your customers, fill out the form to your left or give us a call.

 


Technology Partnerships

Do you think you have a great product that would be a perfect fit with Balance?  Could the Balance platform make your product even better?  We are working with technology companies around the US to integrate with the Balance platform and would love to talk.

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Everything & Everyone In One Place.
Balance makes managing financial chores a breeze with high tech financial tools for families and the financial professionals that they trust.