BalanceViewer
Curated by SignalFinancial planning platform offering comprehensive net worth tracking solutions.
Overview
BalanceViewer is a fintech platform that focuses on financial planning solutions for individuals. It offers tools designed to assist users in managing personal finance complexities. The platform allows users to aggregate financial data, which helps in providing a comprehensive view of their net worth by tracking assets, liabilities, and investment portfolios, including stocks and cryptocurrencies. Key features of BalanceViewer include goal setting, budgeting advice, and scenario analysis tools, which aim to facilitate informed financial decision-making. The platform is targeted at individuals looking for improved financial control, supports multiple currencies, and allows for anonymous usage without requiring registration. It operates on a yearly subscription model that includes cloud storage for data access across devices.
Key facts
- Founded
- 2019
- Headquarters
- United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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