Balanz

Finance · Florida, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

2811 Ponce De Leon Blvd Ste 710, Coral G...

Phone Number

(786) 292-7009

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Balanz

Balanz is exclusively focused on global wealth advisory with cutting-edge digital experience. As an independent solution driven firm, the company provides clients personalized attention and customized solutions.Explore more
Balanz's Social MediaPopular SearchesBalanzBalanz USASIC Code 62,628NAICS Code 52,523Show more

Balanz Org Chart

Richard Ganter, Chief Executive Officer at Balanz
United States flag for contact location.

Chief Executive Officer

PhoneEmail
MP
United States flag for contact location.

Controller

PhoneEmail
MM
United States flag for contact location.

Chief Compliance Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
FF
United States flag for contact location.

Wealth Management Head

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Balanz your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Balanz

Compare insights from companies similar to Balanz, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Balanz

<$5M
11-50
Private
-
-
$7.6M
1-10
Private
-
2022
RO
Randall OndrusekDirector, Wealth Management
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
11-50
Private
-
2001
GB
Gregory BillowManaging Partner
<$5M
11-50
Private
-
2020
CV
Candace Van De VoordeManager, Client Relations
<$5M
11-50
Private
-
1998
SS
Sonya SaskinPresident, Touchpoint Wealth Partners, Cfp, CFS, Crpc, Aams
<$5M
1-10
Private
-
2009
Omar Haroon, Managing Director at Kenter Canyon Capital
Omar HaroonManaging Director
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Balanz is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Balanz is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Balanz.

Balanz Tech Stack

A closer look at the technologies used by Balanz

Most Recent Scoops

Project
, according to a front-line source in operations management, is planning to begin initiatives related to distribution and fulfillment operations within three to six months. The organization is currently evaluating Fishbowl.
Logistics / Supply Chain, Operations
Project
, according to a front-line source in operations management, is planning to begin initiatives related to business process management (BPM) within three to six months. The organization is currently evaluating iGrafx.
Analytics & Insights, Workforce Management, Corporate Strategy, Operations
Project
, according to a front-line source in operations management, is in the midst of initiatives related to accounting and finance software. The organization is currently evaluating NetSuite.
Accounting, Financial Systems, Software, Financial Reporting, Finance, Operations
Project
, according to a front-line source in operations management, is in the midst of initiatives related to customer support systems. The organization is currently evaluating Zendesk.
Software, Customer Service, Operations
Project
Enterprise Software, Software, Workforce Management, Operations
See more scoops

Top Finance Companies

Frequently Asked Questions Regarding Balanz

What is Balanz's official website?
Balanz's official website is www.balanz.us
What is Balanz's Revenue?
Balanz's revenue is <$5 Million
What is Balanz's SIC code?
Balanz's SIC: 62,628
What is Balanz's NAICS code?
Balanz's NAICS: 52,523
How many employees does Balanz have?
Balanz has 11-50 employees
What industry does Balanz belong to?
Balanz is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Balanz competition?
Balanz top competitors include: GMB Private Wealth Management, Kenter Canyon Capital, Private Wealth Advisory Group, Alliance Wealth Advisors
What technology does Balanz use?
Some of the popular technologies that Balanz uses are: Cloudflare Website Optimization, Cloudflare CDN
How do I contact Balanz?
Balanz contact info: Phone number: (786) 292-7009 Website: www.balanz.us
What does Balanz do?

Balanz is exclusively focused on global wealth advisory with cutting-edge digital experience. As an independent solution driven firm, the company provides clients personalized attention and customized solutions.... Read More

What are Balanz social media links?
Balanz Linkedin page
Is Balanz a public company?
Balanz is private company therefore does not currently have an official ticker symbol
See more information about Balanz

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.