About Forms and Funds
Forms and Funds is a company based in Canada founded in 2018. It operates as a D2C. Forms and Funds offers products and services including Insurance Forms Service and Fund Facts Service. Forms and Funds operates in a competitive market with competitors including Canopy Connect, Tarci, Exur, Saafe and MLF Lexserv, among others.
- Headquarter Canada
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Sectors
TechnologyFinancial Services
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Email
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Phone
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Website
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
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Products & Services of Forms and Funds
Forms and Funds offers a comprehensive portfolio of products and services, including Insurance Forms Service and Fund Facts Service.
Online tool for accessing and simplifying insurance forms.
Platform for viewing and managing fund facts details.
Funding Insights of Forms and Funds
Detailed funding history for Forms and Funds
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Investments & Acquisitions by Forms and Funds
Investment portfolio details for Forms and Funds
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Financial Statements - Forms and Funds
Detailed financials for Forms and Funds
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Forms And Funds Comparisons
Peer comparison for Forms and Funds
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Competitors of Forms and Funds
Forms and Funds 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 Canopy Connect, Tarci, Exur, Saafe and MLF Lexserv, among others.
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Digital inventory for consumer insurance details is managed.
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Provider of AI-enabled intelligent solutions for intermediaries
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Policy data collection solutions are provided for insurance intermediaries.
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API-driven insurance policy data management solutions are offered.
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Leading provider of life settlement policy services and administration for clients.
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Platform for saving and managing family insurance policy details across types.
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Detailed competitors of Forms and Funds
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
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Latest news on Forms And Funds
Complete news archive for Forms and Funds
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Frequently Asked Questions about Forms and Funds
Forms and Funds was founded in 2018.
Forms and Funds is headquartered in Canada.
FormsandFunds.com was an online platform that provided simplified access to insurance forms and fund facts, helping users manage financial and insurance documents easily. It operated as a direct resource hub, serving individuals seeking straightforward information without physical locations mentioned. The service focused on user convenience through digital means and has now closed as of January 31, 2025, with email support available for inquiries.
Forms and Funds's top competitors include Canopy Connect, Saafe and Tarci.
Forms and Funds offers Insurance Forms Service and Fund Facts Service.