Insights

Digital Banking Launch Balance Money recently launched a digital banking service, signaling a growing need for scalable fintech infrastructure, customer onboarding tools, and secure data workflows that can be cross-sold to banks and fintech partners.

Budgeting Automation With a focus on automated budgeting and effortless money management, there is an opportunity to upsell personal finance tools, integration services, and premium analytics to mid-market financial institutions seeking user engagement enhancements.

Tech Stack Fit Utilizes cloud (AWS), e-commerce and support platforms (WordPress, WooCommerce, Zendesk), and integration services (Algolia, PayPal) which aligns with partners offering cloud-native fintech add-ons, white-label budgeting features, and payment processing enhancements.

Growth Potential Revenue in the low-to-mid seven figures with a small-to-mid employee base suggests a lean operation open to channel partnerships, strategic investments, or white-label collaborations to accelerate scale.

Recent News Signal The September 2022 digital banking service launch indicates readiness for rapid feature expansion and platform integrations, presenting opportunities for API partnerships, data analytics offerings, and compliance-ready add-ons.

Similar companies to Balance Money

Balance Money Tech Stack

Balance Money uses 8 technology products and services including Amazon Web Services, WordPress, Zendesk, and more. Explore Balance Money's tech stack below.

Balance Money's Email Address Formats

Balance Money uses at least 1 email format:
Balance Money Email FormatsExamplePercentage
First@balancemoney.comJohn@balancemoney.com
100%

Frequently Asked Questions

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

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Balance Money's official website is balancemoney.com and has social profiles on LinkedIn.

How much revenue does Balance Money generate?

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As of September 2026, Balance Money's annual revenue is estimated to be $1M - $10M.

What is Balance Money's NAICS code?

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

How many employees does Balance Money have currently?

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As of September 2026, Balance Money has approximately 12 employees across 1 continents, including North America. Key team members include Co-Founder & Ceo: A. B. Explore Balance Money's employee directory with LeadIQ.

What industry does Balance Money belong to?

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Balance Money operates in the Financial Services industry.

What technology does Balance Money use?

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Balance Money's tech stack includes Amazon Web Services, WordPress, Zendesk, WooCommerce, PayPal, Algolia, HSTS and Bootstrap.

What is Balance Money's email format?

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Balance Money's email format typically follows the pattern of First@balancemoney.com. Find more Balance Money email formats with LeadIQ.

When was Balance Money founded?

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Balance Money was founded in 2021.
Balance Money logo

Balance Money

Financial ServicesUtah, United States11-50 Employees

Balance Money is a financial services company based in Salt Lake City, Utah, focused on modernizing banking through data-driven technology to simplify money management. Its offerings aim to provide effortless banking and automated budgeting, presenting a straightforward way for users to balance their finances and manage money through digital banking services. The company targets individuals seeking streamlined financial control and automated budgeting features, addressing common pain points in money management with a digital-centric approach. In the broader financial services space, Balance Money positions itself as a user-friendly alternative that integrates banking and budgeting functionality, complementing the market with a modern, technology-enabled experience. A notable recent development is the launch of its digital banking service, announced in September 2022, signaling practical expansion of its product offerings from its base in the Salt Lake City area. The company remains small in scale, operating with a focused team in the fintech landscape.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2021
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    Balance Money's revenue is estimated to be in the range of $1M - $10M

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