Forms and Funds

Canada Founded: 2018 • Age: 8 yrs
Simplified online access to insurance forms and fund facts for users.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 2 Services tracked
Competitors 10 Brand Intelligence

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
  • Sectors
    Technology
    Financial Services
  • Email
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  • Phone
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  • Website
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Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Financial Services → FinTech & Digital Finance Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    Not available
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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.

Product name locked
Category locked
Primary

Online tool for accessing and simplifying insurance forms.

Product name locked
Category locked
Locked

Platform for viewing and managing fund facts details.

Funding Insights of Forms and Funds

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Detailed funding history for Forms and Funds

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

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Investments & Acquisitions by Forms and Funds

Investments
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Investment portfolio details for Forms and Funds

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Financial Statements - Forms and Funds

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Detailed financials for Forms and Funds

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  • Profit trends
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Forms And Funds Comparisons

Forms and Funds Primary company
Description
Simplified online access to insurance forms and fund facts f...
Location
Canada
Founded Year
2018
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
Premium access

Peer comparison for Forms and Funds

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

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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.

Company Name Domain Founded year HQ Location Description
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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.

  • Domains and locations
  • Full company profiles
  • Operating metrics
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Verified entity values are shown only after access is granted.

Latest news on Forms And Funds

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Complete news archive for Forms and Funds

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  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

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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.

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