Insights

Target Market Flexibility Balance Financial Management serves a diverse client base, including startups, small to medium-sized businesses, large profit organizations, and nonprofits, presenting opportunities to tailor financial solutions for organizations across various sectors.

Growth Potential With a revenue range up to $10 million and a lean team of 11 to 50 employees, there is significant potential for growth and upselling advanced financial services as clients scale their operations.

Technology Savvy Utilizing modern tools such as Google Analytics, Vimeo, and SEO plugins indicates an online presence that can be leveraged to attract digitally-savvy SMBs seeking sophisticated financial management solutions.

Focus on Ethical Practices The company's commitment to transparency, compliance, and data security aligns well with organizations prioritizing ethical financial management, creating opportunities for partnerships focused on integrity and trust.

Competitive Positioning Compared to industry giants with thousands of employees and billion-dollar revenues, Balance can position itself as a personalized, flexible alternative for mid-sized organizations seeking dedicated financial expertise.

Balance Financial Management Tech Stack

Balance Financial Management uses 8 technology products and services including Open Graph, Google Fonts API, Microsoft, and more. Explore Balance Financial Management's tech stack below.

Open Graph

Content Management System

Google Fonts API

Font Scripts

Microsoft

Miscellaneous

Paylocity

Recruitment Marketing

Yoast SEO

Search Engines

Animate.css

UI Frameworks

Google Analytics

Web Analytics

Apache

Web Servers

Balance Financial Management Email Formats	Example	Percentage
First@balancefm.com	John@balancefm.com	53%
Last@balancefm.com	Doe@balancefm.com	31%
FLast@balancefm.com	JDoe@balancefm.com	11%
First.Last@balancefm.com	John.Doe@balancefm.com	5%

Balance Financial Management Email Formats

Example

Percentage

First@balancefm.com

John@balancefm.com

53%

Last@balancefm.com

Doe@balancefm.com

31%

FLast@balancefm.com

JDoe@balancefm.com

11%

First.Last@balancefm.com

John.Doe@balancefm.com

Frequently Asked Questions

Where is Balance Financial Management's headquarters located?

Balance Financial Management's main headquarters is located at 3 W Carrillo St, Suite 208 Santa Barbara, California 93101, US. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Balance Financial Management's phone number?

You can contact Balance Financial Management's main corporate office by phone at

+1-805-618-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Balance Financial Management's official website and social media links?

Balance Financial Management's official website is balancefm.com and has social profiles on LinkedIn.

What is Balance Financial Management's SIC code NAICS code?

Balance Financial Management's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Balance Financial Management have currently?

As of October 2025, Balance Financial Management has approximately 17 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Financial Officer: R. B.Chief Financial Officer And Partner: B. N.General Manager: S. G.. Explore Balance Financial Management's employee directory with LeadIQ.

What industry does Balance Financial Management belong to?

Balance Financial Management operates in the Accounting industry.

What technology does Balance Financial Management use?

Balance Financial Management's tech stack includes Open GraphGoogle Fonts APIMicrosoftPaylocityYoast SEOAnimate.cssGoogle AnalyticsApache.

What is Balance Financial Management's email format?

Balance Financial Management's email format typically follows the pattern of First@balancefm.com. Find more Balance Financial Management email formats with LeadIQ.

When was Balance Financial Management founded?

Balance Financial Management was founded in 2009.

Balance Financial Management

Q: How many employees does Balance Financial Management have currently?

Balance Financial Management has approximately 17 employees.

Q: What technology does Balance Financial Management use?

Balance Financial Management's tech stack includes Elementor, WordPress, TweenMax, Cloudflare Bot Management, Modernizr.

AccountingUnited States11-50 Employees

Balance is a strategic finance partner that seamlessly integrates into organizations to provide all services - from CFO responsibilities to general accounting. From start-ups, large for-profits, small businesses, and nonprofits, our team of seasoned and passionate professionals has the expertise to craft customized, foundational financial solutions designed for accuracy, transparency, and growth.

Ethical financial management is at the core of our culture. We value: 
Philosophy & People 
Compliance & Best Practice
Data Transparency & Accuracy 
Security & Safety

Put our financial expertise to work for your organization.

Insights

Similar companies to Balance Financial Management

Charles Schwab

Northwestern Mutual

Fidelity Investments

Vanguard

Prudential Financial

Personal Capital

Merrill Lynch Wealth Management

Morgan Stanley

Edward Jones