| Presenter Profile
How they describe themselves: Personal finance is a chore and like many chores most people would rather not be bothered. At Balance, we manage this chore for you by assigning every client a dedicated Personal Bookkeeper who uses our purpose built technology to put your finances on auto pilot. Your Balance Personal Bookkeeper assists in managing your mail, bill pay, budgeting, expense tracking and filing, all to your unique specifications using our integrated personal finance and process automation technology. With Balance you get simple and convenient financial tools when you want them and professional support when you don’t.
How they describe their product/innovation: Balance will be displaying the core of our service offering including our online personal bookkeeping software & services, personal finance automation technology, nationwide network of Professional Bookkeepers and our iPhone app with photo bill pay. Balance delivers a high level of service and value through a unique blend of process automation and purpose built personal finance technology.
Key Executives: Devin Miller (CEO), Bassam Saliba (CTO), John Yii (CIO)
Key Board Members: Mike Buhrmann (Chairman)
Key Advisory Board Members: Dan Thomas (Principal, Mindful Insights), Anu Pathria (Partner, Analytics, Correlation Ventures)
Key Partnerships: Wells Fargo, Online Resources
Contacts:
Bus. Dev., Sales & Press: Devin Miller, CEO, devin@balancefin.com, 425-458-4400
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