Dream Forward Overview
- Founded
- 2014
- Status
- Acquired/Merged
- Latest Deal Type
- M&A
Dream Forward General Information
Description
Provider of low-cost retirement plans and retirement planning advisory services intended to simplify the administrative process for plan sponsors. The company's services offer low-cost retirement plans to other companies and organizations with financial technologies designed to boost savings among middle and low-income employees, enabling recordkeepers and retirement plan-focused financial advisors to explain all of the nuances of saving for retirement and understand rules and regulations.
Contact Information
Website
www.dreamforward.io
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Formerly VC-backed
Primary Industry
Specialized Finance
Other Industries
Consulting Services (B2B)
Parent Company
Expand Financial
Primary Office
- New York, NY
- United States
Dream Forward Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 3. Merger/Acquisition | 11-Jun-2020 | Completed | Generating Revenue | |||
| 2. Early Stage VC | Completed | Generating Revenue | ||||
| 1. Accelerator/Incubator | 01-Jan-2016 | Completed | Generating Revenue |
Dream Forward Executive Team (3)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Grant Easterbrook | Co-Founder & Chief Executive Officer | ||
| Ryan Kahn | Co-Founder & Chief Technology Officer | ||
| Brendan Sweet | Co-Founder |
Dream Forward Former Investors (3)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|---|---|---|---|---|
| Newark Venture Partners | Venture Capital | Minority | 000 0000 | 000000 0 | |
| The Venture Center | Accelerator/Incubator | Minority | 000 0000 | 000000 0 | |
| Venture Center | Accelerator/Incubator | Minority | 000 0000 | 000000 0 |