Dream Forward Overview

  • Founded
  • 2014
Founded
  • 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

Ownership Status
Acquired/Merged
(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
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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
To view Dream Forward’s complete valuation and funding history, request access »

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
To view Dream Forward’s complete executive team members history, request access »

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
To view Dream Forward’s complete investors history, request access »