About Forta Financial Group
Forta Financial Group is a company based in Greenwood Village (United States) founded in 1991 was acquired by Financial Gravity in May 2020.. Forta Financial Group operates in a competitive market with competitors including WillowTree, Amify, Elixirr, OneWater Marine and BTS, among others.
- Headquarter Greenwood Village, United States
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Sectors
Business Services
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Email
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Phone
*********
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Website
*********
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Financial Gravity
(May 21, 2020)
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Funding Insights of Forta Financial Group
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Forta Financial Group
Forta Financial Group has secured backing from 1 investor. Prominent investors backing the company include Financial Gravity. 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.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management and tax planning services are provided to clients.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Forta Financial Group
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Forta Financial Group
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Forta Financial Group Comparisons
Competitors of Forta Financial Group
Forta Financial Group 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 WillowTree, Amify, Elixirr, OneWater Marine and BTS, 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 |
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| domain | founded_year | HQ Location |
Provider of digital design and development services
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Marketing service provider for Amazon
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| domain | founded_year | HQ Location |
Provider of business strategy services
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| domain | founded_year | HQ Location |
Recreational boats and marine services are provided nationwide.
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| domain | founded_year | HQ Location |
Provider of business & management consulting services
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Human-centered design and innovation consulting is provided to organizations.
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Forta Financial Group
Frequently Asked Questions about Forta Financial Group
When was Forta Financial Group founded?
Forta Financial Group was founded in 1991.
Where is Forta Financial Group located?
Forta Financial Group is headquartered in Greenwood Village, United States. It is registered at Greenwood Village, Colorado, United States.
Who is the current CEO of Forta Financial Group?
Tony Campen is the current CEO of Forta Financial Group.
What does Forta Financial Group do?
Forta Financial Group was founded in 1991 and is headquartered in Greenwood Village, United States. Services in practice management, lead generation, and investment advisory are offered within the financial sector. Operations focus on supporting financial professionals through these core areas. Leadership is provided by CEOs Tony Campen and Scott Winters. The companys domain is fortafinancialgroup.com, facilitating online access to its resources.
Who are the top competitors of Forta Financial Group?
Forta Financial Group's top competitors include Elixirr, WillowTree and IDEO.
Who are Forta Financial Group's investors?
Forta Financial Group has 1 investor. Key investors include Financial Gravity.