Network·Venture Capital

Balance Cash Management INC.

Unclaimed

📍 SAN FRANCISCO, CA

Venture Capitaltechnology
www.balancecash.io/

SEC CRD #801-131620

About

Balance: Smart Money Never Sleeps Sign in Sign up Schedule a demo Menu Automated cash sweeps for your business Balance connects to your existing bank accounts and sweeps excess cash into investment funds with yields up to 4% ¹ . No switching banks. Fully liquid. Assets always in your name. Schedule a demo Start earning Balance Cash Management Inc. is a financial technology company and is not a bank. How sweeps work Set a target balance for your bank account. We sweep excess funds into low-risk investments to earn yield, and automatically return them when your balance drops below your target. Same-day access to your cash Never pooled. Custody held in your entity names. Sweep accounts opened under your tax IDs SIPC insured up to $500k Up to 4% ¹ APY (50x ² national avg) No opening fees or caps Built for operators. Backed by results. $ 0 B transactions processed $ 0 B accounts monitored 0 s entities using Balance “ Balance allows me to quickly and safely invest funds at the highest available (institutional) yield while maintaining flexibility over access to my capital. Balance has been a lifesaver in helping me maximize the earnings on funds in my bank accounts. ” James Goody CFO and COO, Coastal UP Partners “ What a great tool! As an owner operator we are benefitting each month from our idle cash. ” Steve Ross Partner, Bay Heights Capital “ Balance solved two problems for us at once: consolidated visibility across all our accounts and smart cash sweep options tailored to each S

Key Contact

SM

STAN MARKUZE

CEO, CHIEF COMPLIANCE OFFICER

📞 (916) 205-9676

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Geographic Focus

caunited states

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AUM

$12M

Check Size

$5M–$5M

Location

SAN FRANCISCO, CA

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