About Financial Gravity
Financial Gravity is a company based in Allen (United States) founded in 2002 was acquired by Pacific Oil in October 2016.. The company has 1 employees as of December 31, 2023. Financial Gravity has completed 3 acquisitions, including Forta Financial Group, Presidential Wealth Management and TaxCoach Software. Financial Gravity offers products and services including Family Office Services and Tax Services.
- Headquarter Allen, United States
- Employees 1 as on 31 Dec, 2023
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Sectors
Business Services
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Email
***********
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Financial Gravity Companies, Inc
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Annual Revenue
$9.01 M8.27as on Sep 30, 2025
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Net Profit
$-192.36 K-248.78as on Sep 30, 2025
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EBITDA
$-192.24 K-243.96as on Sep 30, 2025
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Latest Funding Round
$625 K (USD), Post-IPO
May 10, 2017
- Investors
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Employee Count
1
as on Dec 31, 2023
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Investments & Acquisitions
Forta Financial Group
& 2 more
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Acquired by
Pacific Oil
(Oct 13, 2016)
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Products & Services of Financial Gravity
Financial Gravity offers a comprehensive portfolio of products and services, including Family Office Services and Tax Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Coordinated financial advice is provided on taxes, investments, and risk management to support mass affluent families
Tax planning and strategies are offered to integrate with investment and risk management solutions
Unlock access to complete
Funding Insights of Financial Gravity
- Total Funding Total Funding
- Total Rounds 2
- Last Round Post-IPO — $625,000
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First Round
First Round
(14 Sep 2016)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May, 2017 | Amount | Post-IPO - Financial Gravity | Valuation |
investors |
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| Sep, 2016 | Amount | Post-IPO - Financial Gravity | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Financial Gravity
Financial Gravity has secured backing from 1 investor. Prominent investors backing the company include Pacific Oil. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Provides hazardous waste management services for automotive and industrial sectors.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Financial Gravity
Financial Gravity has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include Forta Financial Group, Presidential Wealth Management and TaxCoach Software. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
|
2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Tax services are provided via specialized software solutions.
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2005 | ||||
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Practice management, lead generation, and investment advisory services are provided.
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1991 | ||||
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Financial advisory services are provided for wealth management clients.
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1991 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Financial Gravity
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Financial Gravity Comparisons
Competitors of Financial Gravity
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Financial Gravity
When was Financial Gravity founded?
Financial Gravity was founded in 2002 and raised its 1st funding round 14 years after it was founded.
Where is Financial Gravity located?
Financial Gravity is headquartered in Allen, United States. It is registered at Allen, Texas, United States.
How many employees does Financial Gravity have?
As of Dec 31, 2023, the latest employee count at Financial Gravity is 1.
What is the annual revenue of Financial Gravity?
Annual revenue of Financial Gravity is $9.01M as on Sep 30, 2025.
What does Financial Gravity do?
Financial Gravity was established in 2002 in Allen, United States, within the financial services sector. Operations focus on wealth management and tax planning, with services tailored for individual and business clients. Expertise is applied to investment strategies, retirement planning, and compliance with tax regulations. The company maintains a presence in the U.S. market, supporting clients through advisory and implementation processes.
What products or services does Financial Gravity offer?
Financial Gravity offers Family Office Services and Tax Services.
How many acquisitions has Financial Gravity made?
Financial Gravity has made 3 acquisitions, including Forta Financial Group, Presidential Wealth Management, and TaxCoach Software.
Who are Financial Gravity's investors?
Financial Gravity has 1 investor. Key investors include Pacific Oil.