What is Forge Consulting?
Forge Consulting specializes in guiding plaintiff attorneys and their clients through the comprehensive settlement planning process. To broaden its service ecosystem, the company has established Advocacy Wealth Management, an investment management firm designed to enhance its existing annuity planning services. Furthermore, Forge Consulting operates Advocacy Trust, a trust company that provides a full spectrum of traditional and special needs trust services, positioning itself as a holistic financial solutions provider for legal settlements.
How much funding has Forge Consulting raised?
Forge Consulting has raised a total of $1M across 2 funding rounds:
Debt
$350K
Debt
$673K
Debt (2020): $350K with participation from PPP
Debt (2021): $673K led by PPP
What's next for Forge Consulting?
The recent major strategic investment signals a phase of accelerated growth and market expansion for Forge Consulting. This capital is likely to be deployed towards enhancing its technological infrastructure, expanding its service offerings, and potentially increasing its market reach within the plaintiff legal community. The company's focus on integrating financial planning, investment management, and trust services suggests a strategy aimed at capturing a larger share of the post-settlement financial management market.
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