# Balance

Balance is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** www.getbalance.com
- **LinkedIn:** https://www.linkedin.com/company/balance

## Regulatory record

- **CRD number:** 264789
- **SEC file number:** 801-103476
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/264789

## About

Balance is an SEC-registered investment adviser in Westport, CT, registered since 2015. The firm manages approximately $2.4 billion in regulatory assets. It has 23 employees and 13 investment advisers.

## Sectors

- FinTech
- Enterprise Software
- Private Credit

## Questions

### Who runs Balance?

No named executives or founders are disclosed on the firm's website or in the reviewed materials. Leadership remains unconfirmed in available public sources.

### How is Balance structured, and where is it headquartered?

The firm's legal structure, headquarter city, and country of incorporation are not publicly stated. Its team is described as spanning five countries, but specific office locations have not been confirmed.

### What is Balance's known posture on credit risk?

Balance assumes full credit risk on the net-terms financing it enables. The platform uses an AI-driven risk engine to evaluate buyers and sets credit limits accordingly, while sellers receive guaranteed payout without carrying outstanding receivables on their own books.

### Does Balance participate in fund commitments or only direct deals?

Balance operates as a B2B financial infrastructure provider, not as a venture firm or fund investor. The vehicles it uses to fund its own credit receivables—such as a managed credit fund or captive balance sheet—are not publicly disclosed.

### Which sectors does Balance currently serve?

Observed deployments span B2B marketplaces, wholesale and liquidation platforms, electronics resellers, independent retail, fashion, and healthcare procurement. Its technology is sector-agnostic but focuses on B2B transactions that require trade-credit infrastructure.

## Related profiles

- [HIFI](https://altss.com/profile/hifi)
- [Jaris](https://altss.com/profile/jaris)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/balance

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology