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Company profile: Balance Financial

1.1 - Company Overview

Balance Financial Logo

Balance Financial

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of an enterprise social software platform that helps personal finance professionals collaborate and engage with their clients to more efficiently manage financial tasks.

Products and services

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Key contacts

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Financial details

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1.2 - Competitors and similar companies to Balance Financial

Commerce Sync Logo

Commerce Sync

HQ: United States Website
  • Description: Provider of technology that automates accounting for small and medium-sized businesses, saving time and money by automating daily entry of sales information into their accounting solutions, eliminating manual data entry to increase accuracy and deliver complete visibility.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Commerce Sync company profile →
Parallax Logo

Parallax

HQ: United States Website
  • Description: Provider of a resourcing, forecasting, and analytics platform for digital agencies and software consultancies, enabling predictive resourcing and active forecasting to help digital services firms increase margins, boost revenue, achieve measured growth, and make confident strategic decisions.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Parallax company profile →
Zone & Co Logo

Zone & Co

HQ: United States Website
  • Description: Provider of NetSuite ERP/CRM sales, implementation, administration, and customization services across the U.S., serving software, retail, manufacturing, e-commerce, and services sectors, plus solutions including ZoneBilling for compliant automated revenue recognition and CPQ integration, AP Automation, Stripe invoice-to-cash and reconciliation, approvals workflows, Power BI reporting, and bank statement import and auto-match.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Zone & Co company profile →
Taxfiler Logo

Taxfiler

HQ: United Kingdom Website
  • Description: Provider of cloud software for small accountancy practices, enabling accountants and other agents to produce accounts and tax returns for companies, individuals, partnerships, and trusts & estates.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Taxfiler company profile →
Bookly Logo

Bookly

HQ: United States Website
  • Description: Provider of online bookkeeping services for small business owners.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Bookly company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for Balance Financial

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Buyer group 1: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to Balance Financial

2.2 - Growth funds investing in similar companies to Balance Financial

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4 - Top valuation comps for Balance Financial

4.2 - Public trading comparable groups for Balance Financial

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4.3 - M&A Transactions similar to Balance Financial

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About Balance Financial

What does Balance Financial do?

Balance Financial is a provider of an enterprise social software platform that helps personal finance professionals collaborate and engage with their clients to more efficiently manage financial tasks.

Who are Balance Financial's competitors?

Balance Financial's competitors and similar companies include Commerce Sync, Parallax, Zone & Co, Taxfiler, and Bookly.

Where is Balance Financial headquartered?

Balance Financial is headquartered in United States.

How many employees does Balance Financial have?

Balance Financial has 1,000 employees 🔒.

When was Balance Financial founded?

Balance Financial was founded in 2010 🔒.

What sector and industry vertical is Balance Financial in?

Balance Financial is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Balance Financial

Who are the top strategic acquirers in Balance Financial's sector and industry

Top strategic M&A buyers and acquirers in Balance Financial's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Balance Financial?

Top strategic M&A buyers groups and sectors for Balance Financial include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Balance Financial's sector and industry vertical

Which are the top PE firms investing in Balance Financial's sector and industry vertical?

Top PE firms investing in Balance Financial's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Balance Financial's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in Balance Financial's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in Balance Financial's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to Balance Financial include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Balance Financial's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Balance Financial?

The key public trading comparables and valuation benchmarks for Balance Financial include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Balance Financial for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for Balance Financial with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in Balance Financial's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for Balance Financial with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in Balance Financial's' sector and industry vertical?

Access recent funding rounds and capital raises in Balance Financial's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

Ready to Find the Right Buyers?

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