Formations

Kirkland, United States Founded: 2019 • Age: 7 yrs
Accounting and tax-saving solutions are offered for small businesses.

About Formations

Formations is a Technology company based in Kirkland (United States) founded in 2019 by Uri Bar Joseph and Shahar Plinner. Accounting and tax-saving solutions are offered for small businesses. Formations has raised $8 million across 1 funding round from investors including Arthur Ventures. Its chief executive, as recorded, is Shahar Plinner. Its website formationscorp.com draws about 22 thousand monthly visits. Formations offers products and services including Formations Platform and Tax Savings Calculator. Its focus areas include FinTech, Finance & Accounting Tech, Accounting Solutions and Accounting Suite. Its legal entity is Formations Inc. Its competitors include Intuit and Found; 2 of its 2 listed competitors have raised funding.

Company details

Formations was founded in 2019 and is based in Kirkland, United States. Operations focus on the accounting and financial services sector, where financial management tools, real-time insights, and tax-efficient structures are provided to small businesses. Additional services include tax billing and retirement savings options. The company is led by co-founders Uri Bar Joseph and Shahar Plinner, who serves as CEO.

  • Headquarters Kirkland, United States
  • Founders Uri Bar Joseph, Shahar Plinner
  • Sectors
    Technology
  • Website category Business and Consumer Services · Real Estate
  • Phone
    β€’β€’β€’β€’ β€’β€’β€’β€’
  • Website formationscorp.com
  • Social LinkedIn X Facebook Instagram YouTube
  • Legal Name Formations Inc.
Key Metrics
  • Total Equity Funding
    $8M (USD)

    in 1 rounds

  • Latest Funding Round
    $8M (USD), Series A

    Apr 2022

  • Investors

Products & Services of Formations

Formations offers a comprehensive portfolio of products and services, including Formations Platform and Tax Savings Calculator.

Formations Platform
Financial Management Software

Tool for S-Corp setup, payroll management, and tax automation services.

Tax Savings Calculator
Financial Tools

Calculator to estimate tax savings and business structure efficiency.

Apps and channels of Formations

its YouTube channel Formations has 222 subscribers and 30 videos.

Formations
YouTube 222 subscribers 30 videos Howto & Style
Open channel

Videos from Formations

The most watched videos on Formations's YouTube channel, Formations (222 subscribers). Click a video to play it here.

LLC VS S-CORP - Which is better?
837 views
5 Reasons You Want to be an S-Corp
482 views
How to Start an S Corp (Quick Overview)
327 views
Formations Tax and Accounting Software Product Demo
301 views

More on Formations.

Funding Insights of Formations

Formations has successfully raised a total of $8M through 1 strategic funding round. The most recent funding activity was a Series A round of $8 million completed in April 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding $8M
  • Total Rounds 1
  • Last Round Series A β€” $8M
  • First Round $8M

    (Apr 2022)

  • Investors Count 1

All 1 funding rounds of Formations with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Apr 2022$8MSeries A–Arthur Ventures
–
Valuation history

1 investors in total: 1 institutional.

Investors in Formations

Formations has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Arthur Ventures.

All
Venture Fund
InvestorDescriptionFounded YearDomainLocation
US focused seed & early stage VC firm
arthurventures.comMinneapolis, United States
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Investor details for Formations

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 Formations

22 people are tracked at Formations (7 in leadership, 15 in team).

NameRoleGroup
Uri Bar Joseph
Co-FounderLeadership
Shahar Plinner
Co-Founder & CEOLeadership
Jessica Slosberg
Head, Customer SuccessLeadership
Adi Buber
Director of OperationsLeadership
Marcus Edgette
Tax DirectorLeadership
Shiri Bibliowicz
Head of HRLeadership
Timothy Bowman
Social Media DirectorLeadership
Toan Nguyen
Senior Software EngineerTeam
Monica Dennis
Customer Success Program ManagerTeam
Melissa Stotland
Customer Success ManagerTeam
Sarah Berns
Customer Success ManagerTeam
Shelby Murphy
Customer Success ManagerTeam
Samantha Piper, MBA
Lead Business Operations ManagerTeam
Cori Perdue
Configuration ManagerTeam
Joe Matz
Senior Account ExecutiveTeam
Isaac Andresky
Sales ManagerTeam
James Lee
Product ManagerTeam
Kristen Griffith
Senior AccountantTeam
Ken Curley
SalesTeam
Jason Cozzetti
Sales ExecutiveTeam

2 more people are available in the full profile.

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Complete people profiles for Formations

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.

Timeline of Formations

2 dated milestones of Formations across 3 years, from founding to its latest funding, stage changes and deals.

  1. Founded Formations is founded.
  2. Funding First funding round of $8.0M.

Competitors of Formations

Formations has 2 listed competitors in our database, 2 of them funded. They include Intuit and Found.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
intuit.com1983Mountain View, United States$49.62M18,800
Financial and accounting software is developed for businesses and individuals.
found.com2019San Francisco, United States$118.75M35
Accounting and bookkeeping solutions are provided for small businesses.
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Detailed competitors of Formations

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

  • Full competitor set
  • Operating metrics
  • Benchmarks
  • Competitive positioning

Verified entity values are shown only after access is granted.

Web traffic of Formations

The website of Formations (formationscorp.com) receives about 21.7K visits a month and ranks #824,923 among all websites worldwide, #6,027 in Real Estate.

  • Monthly visits
    21.7K

    ▼ 9.8% vs previous month

  • Unique visitors
    7.8K

    per month

  • Global rank
    #824,923

    among all websites

  • Category rank
    #6,027

    Business and Consumer Services · Real Estate

Similar websites

Websites whose visitors overlap most with Formations. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
flatfeecorp.com
100%
62.7K#525,633View details
collective.com
98%
149.6K#278,960View details
expertise.com
89%
79.3K#628,470View details
sdppayroll.com
85%
26.3K#911,184View details
bizee.com
85%
680.7K#52,366View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
Premium access

All 9 similar websites and full traffic analytics for Formations

The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.

  • 9 similar websites
  • Audience overlap
  • Engagement analytics
  • Traffic by brand

Verified entity values are shown only after access is granted.

Top companies in Finance & Accounting Applications

3 companies that operate in the same segment as Formations (Finance & Accounting Applications) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Cloud-based accounts payable and receivable software for businesses
2006Palo Alto, California, United StatesUSD 325.6 MUSD 1.65 B3,108
Corporate travel and expense management are facilitated through SaaS platform.
2015Palo Alto, California, United StatesUSD 1.58 BUSD 3.52 M847
Financial and accounting software is developed for businesses and individuals.
1983Mountain View, California, United StatesUSD 49.62 MUSD 21.45 B18,200
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Related news about Formations

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Complete news archive for Formations

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  • Brand-specific news history

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Frequently Asked Questions about Formations

Formations was founded in 2019 and raised its 1st funding round 3 years after it was founded.

Formations is headquartered in Kirkland, United States. It is registered at Kirkland, Washington, United States.

Shahar Plinner is the CEO of Formations, as recorded in our data. They have also founded this company.

Formations is a funded company, having raised a total of $8M across 1 funding round to date. The company's 1st funding round was a Series A of $8M, raised on Apr 2022.

Formations was founded in 2019 and is based in Kirkland, United States. Operations focus on the accounting and financial services sector, where financial management tools, real-time insights, and tax-efficient structures are provided to small businesses. Additional services include tax billing and retirement savings options. The company is led by co-founders Uri Bar Joseph and Shahar Plinner, who serves as CEO.

Formations's top competitors include Intuit and Found.

Formations offers Formations Platform and Tax Savings Calculator.

Formations has 1 investor. Key investors include Arthur Ventures.

Formations operates through Formations Inc..

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