Forward Financial Technology

Financial Software · Colorado, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

1550 Larimer St 303, Denver, Colorado, 8...

Revenue

<$5 Million

Industry

Financial Software Software
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Forward Financial Technology

Forward Financial Technology specializes in risk tolerance assessment, proposal generation, and account opening technology. They have partnered with First Ascent Asset Management, a leading TAMP known for its flat-fee portfolio management and personalized service. Their technology will be exclusively available to advisors utilizing First Ascent portfolios. The company aims to enhance the financial advisory experience through innovative technological solutions.Explore more
Forward Financial Technology's Social MediaPopular SearchesForward Financial Technology LLCSIC Code 73,737NAICS Code 51,513Show more

Is Forward Financial Technology your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Forward Financial Technology

Compare insights from companies similar to Forward Financial Technology, 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

Forward Financial Technol...

<$5M
1-10
Private
-
2016
N/A
$6.9M
11-50
Private
-
-
DS
David SchneiderFounder & CEO
$6.1M
1-10
Private
-
2006
$6M
11-50
Private
<$5M
1995
Manuel Rosado, President at Spectrum Investment Advisors
Manuel RosadoPresident
<$5M
1-10
Private
-
-
DT
David TheisNapfa-Registered Financial Advisor
<$5M
1-10
Private
-
-
Thomas Holliger, President & Manager, Private Wealth at Holliger Financial Consultants
Thomas HolligerPresident & Manager, Private Wealth
<$5M
1-10
Private
-
2016
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Forward Financial Technology is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

Forward Financial Technology is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Forward Financial Technology.

Forward Financial Technology Tech Stack

A closer look at the technologies used by Forward Financial Technology

Top Financial Software Companies

Frequently Asked Questions Regarding Forward Financial Technology

What is Forward Financial Technology's official website?
Forward Financial Technology's official website is www.forwardfintech.com
What is Forward Financial Technology's Revenue?
Forward Financial Technology's revenue is <$5 Million
What is Forward Financial Technology's SIC code?
Forward Financial Technology's SIC: 73,737
What is Forward Financial Technology's NAICS code?
Forward Financial Technology's NAICS: 51,513
How many employees does Forward Financial Technology have?
Forward Financial Technology has 1-10 employees
What industry does Forward Financial Technology belong to?
Forward Financial Technology is in the industry of: Financial Software, Software
What is Forward Financial Technology competition?
Forward Financial Technology top competitors include: Schneider Wealth Strategies, Holliger Financial Consultants, Apollo Wealth Advisors, Fee-Only Financial Advisors
What technology does Forward Financial Technology use?
Some of the popular technologies that Forward Financial Technology uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Font API, Cloudflare Security
What does Forward Financial Technology do?

Forward Financial Technology specializes in risk tolerance assessment, proposal generation, and account opening technology. They have partnered with First Ascent Asset Management, a leading TAMP known for its flat-fee portfolio management and personalized service. Their technology will be exclusively available to advisors utilizing First Ascent por... tfolios. The company aims to enhance the financial advisory experience through innovative technological solutions.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.