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Financial Institutions Partnership BALANCE offers white-label financial education and counseling programs for financial institutions, creating an opportunity for partnerships to enhance customer services and brand loyalty.

Youth Financial Education Programs Engage credit unions and banks with innovative youth financial education programs like M3 Money Club® and Elements of Money®, tapping into the growing market of financial literacy for young demographics.

Financial Wellness for Employees Present the Financial Wellness Program to organizations looking to improve employee well-being, offering access to valuable resources and tools that can enhance workforce productivity and satisfaction.

Non-Profit Financial Counseling Identify opportunities within non-profit organizations seeking expert financial advice services for their clients, positioning BALANCE as a trusted partner in delivering budgeting, debt management, and home financing solutions.

Market Expansion via Tech Integration Leverage BALANCE's tech stack that includes Google Analytics, WordPress, and MySQL to expand market reach and optimize service delivery, resonating with tech-savvy clients and organizations looking for digital financial solutions.

Similar companies to BALANCE

BALANCE Tech Stack

BALANCE uses 8 technology products and services including Google Analytics, WordPress, MySQL, and more. Explore BALANCE's tech stack below.

  • Google Analytics
    Analytics
  • WordPress
    Content Management System
  • MySQL
    Database
  • jQuery Migrate
    Javascript Libraries
  • RSS
    Miscellaneous
  • Open Graph
    Miscellaneous
  • jQuery Mobile
    Mobile Frameworks
  • Yoast SEO
    Search Engines

Media & News

BALANCE's Email Address Formats

BALANCE uses at least 3 format(s):
BALANCE Email FormatsExamplePercentage
FLast@balancepro.orgJDoe@balancepro.org
100%

Frequently Asked Questions

Where is BALANCE's headquarters located?

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BALANCE's main headquarters is located at 1655 Grant Street 13th Floor Concord, California 94520 US. The company has employees across 4 continents, including North AmericaAfricaAsia.

What is BALANCE's phone number?

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You can contact BALANCE's main corporate office by phone at . 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's stock symbol?

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BALANCE is a publicly traded company; the company's stock symbol is BAL1.

What is BALANCE's official website and social media links?

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BALANCE's official website is whybalance.org and has social profiles on LinkedIn.

How much revenue does BALANCE generate?

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As of August 2024, BALANCE's annual revenue reached $15M.

What is BALANCE's NAICS code?

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BALANCE's NAICS code is 52 - Finance and Insurance.

How many employees does BALANCE have currently?

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As of August 2024, BALANCE has approximately 119 employees across 4 continents, including North AmericaAfricaAsia. Key team members include Chief Executive Officer: N. C.Chief Operating Officer: C. C.President Chief Executive Officer: K. K.. Explore BALANCE's employee directory with LeadIQ.

What industry does BALANCE belong to?

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BALANCE operates in the Financial Services industry.

What technology does BALANCE use?

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BALANCE's tech stack includes Google AnalyticsWordPressMySQLjQuery MigrateRSSOpen GraphjQuery MobileYoast SEO.

What is BALANCE's email format?

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BALANCE's email format typically follows the pattern of . Find more BALANCE email formats with LeadIQ.

When was BALANCE founded?

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BALANCE was founded in 1969.
BALANCE

BALANCE

Financial ServicesCalifornia, United States51-200 Employees

BALANCE is a leading non-profit organization providing financial education and counseling to people throughout the country through partnerships with credit unions, banks, employee assistance programs, and other non-profits.

Our mission is to help individuals and families achieve their financial goals through comprehensive financial fitness programs (tools, information, and assistance) in partnership with sponsoring organizations.

Whether you need immediate help to pay off debt or you just need guidance in designing a budget or buying a home, we offer a variety of programs and services that put you in control of your financial future. Some of our services include:

Financial Coach Hotline, Money Management Counseling, Debt Management Plan, Credit Report Review, Home Purchase Education, Foreclosure Prevention Counseling, Identity Theft Counseling, and Educational Materials.

Here are some of the services we provide for our partners.

FINANCIAL INSTITUTIONS 

Through our white-label approach, we strengthen your organization by providing you with first-rate financial education and counseling for your members and customers—all under your own brand. 

YOUTH FINANCIAL EDUCATION PROGRAMS

We’re excited to offer two of the most robust youth financial education programs available to credit unions and banks: M3 Money Club® for Kids and Elements of Money® for teens.

FINANCIAL WELLNESS FOR EMPLOYEES

With our Financial Wellness Program, your employees can access monthly webinars and resources, a digital communications library of insightful content, and BalanceTrack, our turnkey collection of instructional modules, toolkits and calculators.

NON-PROFITS

Our certified counselors can provide expert advice for people who need help paying their bills, financing their home, or making a budget. 

CONTACT US

Contact a Partner Relations team member at 800.808.4327 or email partner-relations@balancepro.org for details.

Section iconCompany Overview

Headquarters
1655 Grant Street 13th Floor Concord, California 94520 US
Phone number
Stock Symbol
BAL1
NAICS Code
52 - Finance and Insurance
Founded
1969
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $10M$50M

    BALANCE's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    BALANCE's revenue is in the range of $10M$50M

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