Balance Cash
San Francisco, US · Founded 2022 · Delaware corporation · 13 employees on LinkedIn · 3 known investors
Balance offers automated cash sweeps that keep users' funds fully liquid while invested to earn returns. It is a fintech product focused on cash management.
Founders & leadership
Investors · 3
Reported raises · per SEC filings
Form D private placements$2.5M disclosed across 1 round · 2024
▶$2.5MraisedJun 2024 · 1 investors · Other TechnologyRule 506(b)
▶$2.5MraisedJun 2024 · 1 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Stan MarkuzeExecutive Officer, Director, Promoter
- Batu InalExecutive Officer, Director, Promoter
- Offering amount
- $4M
- Amount sold
- $2.5M
- First sale
- May 2024
- Incorporated
- Corporation, Delaware, 2022
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 10
by search overlap
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Highradius153 shared keywordsHighRadius provides software for order-to-cash and treasury finance operations, including credit, collections, deductions, cash application, and invoicing and payments automation. It serves large enterprises and Fortune 1000 companies looking to improve financial performance metrics such as Days Sales Outstanding.
Interactive Strength Acquires Ergatta149 shared keywordsFidelity provides brokerage and investing services for individual retail investors, including commission-free online trading of US stocks and ETFs and fractional share purchases starting at $1. It positions itself as a personal finance and investment provider serving customers pursuing long-term financial goals.
American Express Supplies138 shared keywordsAmerican Express provides consumer and business credit cards, banking, and travel services, along with a rewards and benefits program. It serves individual consumers and businesses.
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Agicap129 shared keywordsAgicap is a cloud-based cash flow management platform that connects banks, ERPs, and accounting tools to give finance teams real-time visibility into liquidity, forecasting, payments, collections, and bank reconciliation. It serves SMBs and mid-market companies, with modules for cash management, accounts payable and receivable, and AI-assisted forecasting.
Modern Treasury128 shared keywordsModern Treasury provides a payments infrastructure platform that enables businesses to move and track money across fiat and stablecoin rails through a single API. The company serves enterprises and financial service providers looking to streamline payment operations across multiple currencies, regions, and payment systems.
Kiplinger115 shared keywordsKiplinger is a personal finance and investment media publisher that provides editorial content and advice on investing, taxes, retirement planning, real estate and travel for individual consumers.
Companies competing with Balance Cash for the same Google search keywords, organic and paid, via search-intersection analysis.
Frequently asked questions
- What does Balance Cash do?
- Balance offers automated cash sweeps that keep users' funds fully liquid while invested to earn returns. It is a fintech product focused on cash management.
- Who are Balance Cash's investors?
- Balance Cash's investors include Cota Capital, Tunitas Ventures, Hike Ventures.
- How much funding has Balance Cash raised?
- Balance Cash has disclosed $2.5M raised across 1 round.
- Where is Balance Cash headquartered?
- Balance Cash is headquartered in San Francisco, US.