Balance was a venture backed, early stage Fintech company with a wide range of products and services to helpe people and business owners better manage their day to day finances. Balance offered a SaaS PFM solution to consumers, small businesses and financial advisors that included applications such as budgeting, portfolio reporting, bill payment and collaboration solutions.
Equiom supported the Balance team from before their Seed round investment until their successful acquisition by TaxACT in 2013. Our team was brought in to support the development of a new SaaS based offering for financial advisors and CPAs. Our team provided technology strategy and architecture, helped build the initial engineering team, completed all heavy lifting related to core system integrations for bill payment and data aggregation. Our team also helped manage the engineering team and advised the company on overall strategy. As the team grew, we helped with staffing needs and supported the team with ongoing architectural challenges and technology strategy. The platform was successful in gaining traction and generating meaningful revenue growth when the company was acquired by TaxACT.
CEO at Webflow
Discere commune maluisset eu cum, in vix
solum admodum. Ne ridens sensibus ius, an
natum appetere consequuntur ius
Designer at Traxx
Phasellus leo dolor, tempus non, auctor et, hendrerit quis, nisi. Fusce fermentum odio nec arcu. Phasellus ullamcorper ipsum rutrum nunc. Nulla sit amet est
Aenean commodo ligula eget dolor. Nunc interdum lacus sit amet orci. Etiam sit amet orci eget eros faucibus tincidunt.
Sed in libero ut nibh placerat accumsan. Sed fringilla mauris sit amet nibh
Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Fusce vulputate eleifend sapien. Morbi mattis ullamcorper velit
Nunc egestas, augue at pellentesque laoreet, felis eros vehicula leo