Formation Financial

Business Services · California, United States · 11-50 Employees

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Overview

Headquarters

142 Sandringham Rd, Piedmont, California...

Phone Number

+61 387823768

Revenue

<$5 Million

Industry

Business Services Project Management Accounting for Legal Practices Human Resources Management Systems (HRMS)

About Formation Financial

Formation Financial offers finance, accounting, and HR support tailored for early-stage companies across various industries, from Series Seed to Series C. They provide CFO and FP&A services, GAAP-compliant accounting, and people operations support to help startups navigate financial decisions effectively. Their proactive approach allows them to engage closely with clients, ensuring they receive strategic advice and insights for growth. Formation Financial adapts its services to meet the evolving needs of startups as they scale.Explore more
Formation Financial's Social MediaSIC Code 87,874NAICS Code 54,541Show more

Formation Financial Org Chart

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KV
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Controller

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JL
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Controller

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HR
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Vice President, Finance

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DA
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Vice President, Finance

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HK
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Vice President, Finance

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Compare Similar Companies to Formation Financial

Compare insights from companies similar to Formation Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Formation Financial

<$5M
11-50
Private
-
2018
KV
Kelly VuongController
$5.5M
11-50
Private
<$5M
2012
Vanessa Kruze, Founder & Chief Executive Officer at Kruze Consulting
Vanessa KruzeFounder & CEO
<$5M
11-50
Private
-
-
SP
Siddharth PareekSenior Vice President
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
2011
<$5M
11-50
Private
-
2011
GB
Glenn BallardLead Servant and Founder
<$5M
1-10
Private
-
2010
NT
Nilesh TrivediPrincipal Investor
Illustration of an envelope

Formation Financial Tech Stack

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Frequently Asked Questions Regarding Formation Financial

What is Formation Financial's official website?
Formation Financial's official website is www.formationfinancial.com
What is Formation Financial's Revenue?
Formation Financial's revenue is <$5 Million
What is Formation Financial's SIC code?
Formation Financial's SIC: 87,874
What is Formation Financial's NAICS code?
Formation Financial's NAICS: 54,541
How many employees does Formation Financial have?
Formation Financial has 11-50 employees
What industry does Formation Financial belong to?
Formation Financial is in the industry of: Business Services, Project Management, Accounting for Legal Practices
What is Formation Financial competition?
Formation Financial top competitors include: Financial Summit Ventures, J Ventures, Marpé Finance, WestBridge Capital US Advisors
What technology does Formation Financial use?
Some of the popular technologies that Formation Financial uses are: Snowplow, Squarespace Online Stores, Google Forms, Adobe Typekit
How do I contact Formation Financial?
Formation Financial contact info: Phone number: +61 387823768 Website: www.formationfinancial.com
What does Formation Financial do?

Formation Financial offers finance, accounting, and HR support tailored for early-stage companies across various industries, from Series Seed to Series C. They provide CFO and FP&A services, GAAP-compliant accounting, and people operations support to help startups navigate financial decisions effectively. Their proactive approach allows them to eng... age closely with clients, ensuring they receive strategic advice and insights for growth. Formation Financial adapts its services to meet the evolving needs of startups as they scale.Read More

What are Formation Financial social media links?
Formation Financial Linkedin page Formation Financial Twitter page
Is Formation Financial a public company?
Formation Financial is private company therefore does not currently have an official ticker symbol
See more information about Formation Financial

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