Insights

Growing Market Reach Balance Financial Wellness serves a broad range of organizations including credit unions, banks, and non-profits, presenting multiple partnership avenues for expanding their financial wellness programs and increasing market penetration.

High Revenue Potential With an annual revenue estimated between 50 and 100 million dollars and a skilled team of up to 200 employees, the company demonstrates strong financial stability and capacity for investing in innovative solutions and partnerships.

Tech-Enabled Solutions The use of modern technology stacks such as Cloudflare, Next.js, and Node.js indicates a robust digital platform, providing opportunities to offer scalable, online financial wellness programs and tailor-made digital tools for partners and clients.

Targeted Youth Programs Balance’s initiatives in youth financial education, including programs for children and teenagers, open sales opportunities for organizations looking to strengthen early financial literacy and engage with next-generation customers and clients.

Employee Benefits Growth Their focus on employee financial wellness solutions like webinars and interactive modules aligns with the rising corporate interest in holistic employee benefits, providing a pathway to develop strategic B2B sales with organizations prioritizing workforce financial health.

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, US. 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 October 2025, Balance Financial Wellness has approximately 117 employees across 1 continents, including North America. Key team members include Chief Operating Officer: L. D.Chief Growth And Impact Officer: J. D.President/Ceo: R. H.. 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

Financial ServicesUnited 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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