About FMT Solutions
FMT Solutions is a company based in Lake Oswego (United States) founded in 2001. Educational marketing platforms are supplied to financial advisors. FMT Solutions has completed 1 acquisition, including Horsesmouth. The company has since been acquired. FMT Solutions offers products and services including Consulting Services and FINRA-Reviewed Courses. Its legal entity is FMT Solutions, LLC.
Company details
Founded in 2001 and based in Lake Oswego, United States, the company operates in the financial services sector. A platform is provided to independent financial advisors for connecting with affluent investors via classroom-based financial education courses. Services encompass lead identification, campaign planning, operations management, and enrollment processing. FINRA-reviewed course materials and dedicated support are also supplied to assist in building client relationships and expanding assets under management.
- Headquarters Lake Oswego, United States
- Stage Acquired
- Email••••••••
- Phone•••• ••••
- Website fmtsolutions.com
- Social LinkedIn
- Legal Name Fmt Solutions, Llc
- InvestorsCorridor Capital
& 4 more
- Investments & Acquisitions
Products & Services of FMT Solutions
FMT Solutions offers a comprehensive portfolio of products and services, including Consulting Services and FINRA-Reviewed Courses.
Consulting services are utilized to identify high-potential leads and build trust among financial advisors
Courses are delivered to engage investors and establish credibility for financial advisors through structured education
Funding Insights of FMT Solutions
- Total Rounds 3
- Investors Count 4
All 3 funding rounds of FMT Solutions with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2019 | Private Equity Round | – | Corridor Capital, Aldine | – | |
| Jul 2015 | Private Equity Round | – | – | ||
| Jul 2015 | Private Equity Round | – | – |
5 investors in total: 5 institutional.
Investors in FMT Solutions
FMT Solutions has secured backing from 5 investors, including venture fund investors. Prominent investors backing the company include Corridor Capital, Aldine Capital and Bosworth Capital Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Corridor Capital is engaged in private equity investments for lower middle market companies. | 2005 | corridorcapital.com | Los Angeles, United States | |
Junior capital financing is offered to lower middle-market companies. | aldinecapital.com | Chicago, United States | ||
Businesses are acquired and managed for sustained long-term operation. | bosworthcapital.com | Western Springs, USA | ||
A family investment office based in Minneapolis, USA, is operated. | huntertrust.com | Minneapolis, USA | ||
Skyharbor Capital is engaged in private investment activities. | 2014 | timpcapital.com | Miami, United States |
Investor details for FMT Solutions
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of FMT Solutions
3 people are tracked at FMT Solutions (3 in leadership).
| Name | Role | Group |
|---|---|---|
Cindy Barnes | Chief Financial Officer | Leadership |
Nick Schilling | CEO | Leadership |
Carrie Roso | Chief Marketing Officer | Leadership |
Complete people profiles for FMT Solutions
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by FMT Solutions
FMT Solutions has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Horsesmouth.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Advice and resources for career and business decisions are provided. | horsesmouth.com | United States | 1996 | Apr 2026 | •••• |
Complete acquisition details for FMT Solutions
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of FMT Solutions
4 dated milestones of FMT Solutions across 25 years, from founding to its latest funding, stage changes and deals.
- Founded FMT Solutions is founded.
- Funding First funding round.
- Funding Latest funding round, Private Equity Round,.
- Acquisition Acquires Horsesmouth.
Web traffic of FMT Solutions
The website of FMT Solutions (fmtsolutions.com) receives about 3K visits a month.
- Monthly visits3K
▼ 36.6% vs previous month
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Frequently Asked Questions about FMT Solutions
FMT Solutions was founded in 2001 and raised its 1st funding round 14 years after it was founded.
FMT Solutions is headquartered in Lake Oswego, United States. It is registered at Lake Oswego, Oregon, United States.
Founded in 2001 and based in Lake Oswego, United States, the company operates in the financial services sector. A platform is provided to independent financial advisors for connecting with affluent investors via classroom-based financial education courses. Services encompass lead identification, campaign planning, operations management, and enrollment processing. FINRA-reviewed course materials and dedicated support are also supplied to assist in building client relationships and expanding assets under management.
FMT Solutions offers Consulting Services and FINRA-Reviewed Courses.
FMT Solutions has made 1 acquisition, including Horsesmouth.
FMT Solutions has 5 investors. Key investors include Corridor Capital, Aldine Capital, Bosworth Capital Partners, Hunter Trust, and Skyharbor Capital.
FMT Solutions operates through Fmt Solutions, Llc.