Insights

Growing Financial Education Balance Financial Wellness demonstrates a strong focus on youth and community education through programs like M3 Money Club and Elements of Money, creating opportunities to expand partnerships with schools, community organizations, and non-profits seeking comprehensive financial literacy solutions.

Expanding Institutional Partnerships Recent collaborations with credit unions such as Priority Trust and Salal Credit Union indicate a trend of increasing demand from financial institutions for white-label, branded financial wellness programs, making this an ideal area for targeted expansion efforts.

Focus on Digital Tools The company's use of modern technology stacks like Next.js and Node.js provides a foundation for scalable, engaging online financial counseling services, presenting opportunities to upsell advanced digital solutions and interactive modules to existing partners.

Strong Market Position With an estimated revenue of 50 to 100 million dollars and a sizable team of up to 200 employees, Balance Financial Wellness has a significant presence in the non-profit and financial services sector, opening doors for collaborative growth and tailored service offerings.

Holistic Support Model Offering a comprehensive suite of services from debt management to identity theft support highlights opportunities to cross-sell specialized financial programs to current clients and partners seeking integrated financial wellness solutions for diverse client needs.

Balance Financial Wellness Email Formats	Example	Percentage
FLast@balancepro.org	JDoe@balancepro.org	100%

Balance Financial Wellness Email Formats

Example

Percentage

FLast@balancepro.org

JDoe@balancepro.org

100%

Frequently Asked Questions

Where is Balance Financial Wellness's headquarters located?

Balance Financial Wellness's main headquarters is located at 1655 Grant Street 13th Floor Concord, California 94520 United States. The company has employees across 1 continents, including North America.

What is Balance Financial Wellness's phone number?

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

+1-415-821-****

. 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 Wellness's stock symbol?

Balance Financial Wellness is a publicly traded company; the company's stock symbol is WBALX.

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

Balance Financial Wellness's official website is bebalanced.org and has social profiles on LinkedIn.

What is Balance Financial Wellness's NAICS code?

Balance Financial Wellness's NAICS code is 52 - Finance and Insurance.

How many employees does Balance Financial Wellness have currently?

As of April 2026, Balance Financial Wellness has approximately 116 employees across 1 continents, including North America. Key team members include Chief Operating Officer: L. D.Chief Growth And Impact Officer: J. D.Vice President Of Marketing: R. A.. Explore Balance Financial Wellness's employee directory with LeadIQ.

What industry does Balance Financial Wellness belong to?

Balance Financial Wellness operates in the Financial Services industry.

What technology does Balance Financial Wellness use?

Balance Financial Wellness's tech stack includes CloudflareNext.jsNode.js.

What is Balance Financial Wellness's email format?

Balance Financial Wellness's email format typically follows the pattern of FLast@balancepro.org. Find more Balance Financial Wellness email formats with LeadIQ.

When was Balance Financial Wellness founded?

Balance Financial Wellness was founded in 1969.

Balance Financial Wellness

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

Balance Financial Wellness has approximately 116 employees.

Q: What technology does Balance Financial Wellness use?

Balance Financial Wellness's tech stack includes Next.js, Node.js, Cloudflare.

Q: What is Balance Financial Wellness's NAICS code?

Balance Financial Wellness's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States51-200 Employees

Balance is a leading non-profit organization helping people be financially confident through partnerships with credit unions, banks,employee assistance programs, and other organizations nationwide.

⚖️ Our Mission
We make financial wellness achievable by providing practical programs, tools, and support that meet people where they are - empowering individuals and families to take control of their financial future.

Whether someone needs immediate help managing debt or guidance buying their first home, our comprehensive services put financial confidence within reach. We believe in progress over perfection, offering real support without judgment.

Partner Solutions:

⚖️ Financial Institutions
Strengthen your member relationships with white-label financial wellness programs delivered under your brand. Real support that builds loyalty and trust.

⚖️ Youth Financial Education
Empower the next generation with M3 Money Club® for Kids and Elements of Money® for teens - comprehensive programs that make financial concepts accessible and engaging.

⚖️ Employee Financial Wellness
Help your workforce be financially ready with monthly webinars, digital resources, and BalanceTrack - our complete collection of interactive modules, toolkits, and calculators.

⚖️ Non-Profit Partnerships
Our certified counselors provide expert, compassionate guidance for budgeting, homeownership, and bill management - supporting your community's financial wellness goals.

Ready to Partner?
Contact our Partner Relations team at 800.808.4327 or partner-relations@balancepro.org to learn how we can help your organization empower financial confidence.

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