Balance Financial

Balance Financial is an enterprise social software platform for finance professionals to collaborate with their clients to manage tasks. Put simply, it is about managing your IT, from help desk to infrastructure, as an outside partner.

Who is it for? Mostly small and mid-sized companies. They also list Financial Services and FinTech, so expect those to show up in the feature set. As a small company team themselves (11 to 50 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

Balance Financial is based in Bellevue, Washington. You can read more at balancefinancial.com.

Before you commit, look at response SLAs, onboarding, and what is billed per hour. A short pilot with your real data tells you more than any demo.

If you have worked with Balance Financial, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.