Fora Financial

New York, United States Founded: 2008 • Age: 18 yrs
Working capital financing solutions are provided to small businesses.
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About Fora Financial

Fora Financial is a company based in New York (United States) founded in 2008.. The company has 135 employees as of December 31, 2022. Fora Financial has completed 1 acquisition, including US Business Funding. Fora Financial offers products and services including Small Business Loans, Revenue Advance, Line of Credit, SBA Loan, and Accounts Receivable Financing. Fora Financial operates in a competitive market with competitors including Taulia, C2FO, Kabbage, BFS Capital and Swift Financial, among others.

  • Headquarter New York, United States
  • Employees 135 as on 31 Dec, 2022
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Fora Financial Llc
Operational Areas
Financial Services → FinTech & Digital Finance
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
    $16 M (USD), Debt – Conventional

    Apr 04, 2025

  • Investors
    Truist

    & 9 more

  • Employee Count
    135

    as on Dec 31, 2022

  • Investments & Acquisitions
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Products & Services of Fora Financial

Fora Financial offers a comprehensive portfolio of products and services, including Small Business Loans, Revenue Advance, Line of Credit, SBA Loan, and Accounts Receivable Financing. 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.

Primary

Fixed payback schedule for budget planning and cash flow management.

Accommodates revenue fluctuations with percentage-based repayments.

Provides access to credit for business needs as required.

Offers low-interest rates for qualified business expansions.

Unlocks cash from unpaid invoices for immediate liquidity.

People of Fora Financial
Headcount 50-200
Employee Profiles 10
Board Members and Advisors 1
Employee Profiles
People
Kevin Ruthen
CTO
People
Jesse Goldman
VP, Credit Operations
People
Jared Feldman
CEO & Co-Founder
People
Michael Hollander
VP, Sales

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Board Members and Advisors
people
Dan Smith
Co-Founder & Board Member

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Funding Insights of Fora Financial

  • Total Funding
  • Total Rounds 6
  • Last Round Debt – Conventional — $16.0M
  • First Round
  • Investors Count 10
Date Amount Transaction Name Valuation Lead Investors Investors
Apr, 2025 Amount Debt – Conventional - Fora Financial Valuation

investors

Dec, 2024 Amount Debt – Conventional - Fora Financial Valuation

investors

Oct, 2023 Amount Debt – Conventional - Fora Financial Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Fora Financial

Fora Financial has secured backing from 10 investors, including institutional and venture fund investors. Prominent investors backing the company include Truist, Credit Suisse and First Horizon National Corporation. 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.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Company buyouts are targeted by this private equity firm.
Founded Year Domain Location
Castlelake is recognized as a global alternative investment firm.
Founded Year Domain Location
Palladium Equity Partners is focused on investing in U.S. middle-market companies.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Fora Financial

Fora Financial has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include US Business Funding. 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.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Diversified NBFI
2008
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Fora Financial

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Fora Financial Comparisons

Employees
+
Add Comparison
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Competitors of Fora Financial

Fora Financial operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Taulia, C2FO, Kabbage, BFS Capital and Swift Financial, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
AI-based electronic invoicing and supply chain management solution for businesses
domain founded_year HQ Location
Provider of cash flow optimization and dynamic discounting solutions for businesses and vendors
domain founded_year HQ Location
Business loans are facilitated through an online lending platform.
domain founded_year HQ Location
Direct lender for working capital loans and merchant cash advances.
domain founded_year HQ Location
Working capital financing is offered to small businesses nationwide.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Fora Financial

Frequently Asked Questions about Fora Financial

When was Fora Financial founded?

Fora Financial was founded in 2008 and raised its 1st funding round 7 years after it was founded.

Where is Fora Financial located?

Fora Financial is headquartered in New York, United States. It is registered at New York, New York, United States.

How many employees does Fora Financial have?

As of Dec 31, 2022, the latest employee count at Fora Financial is 135.

What does Fora Financial do?

Fora Financial was established in 2008 in New York, United States, within the financial services sector. Working capital solutions are delivered to small businesses to support operations and growth. A consultative process is employed to assess customer needs and tailor financing options. Merchant cash advances and small business loans are extended, with funding up to 250,000 approved in as few as 72 hours. Operations focus on the U.S. market.

Who are the top competitors of Fora Financial?

Fora Financial's top competitors include Taulia, C2FO and Kabbage.

What products or services does Fora Financial offer?

Fora Financial offers Small Business Loans, Revenue Advance, Line of Credit, SBA Loan, and Accounts Receivable Financing.

How many acquisitions has Fora Financial made?

Fora Financial has made 1 acquisition, including US Business Funding.

Who are Fora Financial's investors?

Fora Financial has 10 investors. Key investors include Truist, Credit Suisse, First Horizon National Corporation, Angelo Gordon, and Alostar Bank of Commerce.

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