Product Management

Balance Financial

Summary

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.

Project Details

Client:

TaxACT

A SaaS based Fintech platform for individuals, small business owners and financial advisors.
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Maria Folks

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Pavlo Bend

Designer at Traxx

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John Doe

Product Designer

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Sara Poda

Architect

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Droy Walker

Engineer

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William Levy

Product Manager

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