Financial Gravity Companies Overview

  • Year Founded
  • 2002

Year Founded

  • Status
  • Public

  • Employees
  • 28

Employees

  • Stock Symbol
  • FGCO

Stock Symbol

  • Investments
  • 6

  • Share Price
  • $0.17
  • (As of Tuesday Closing)

Financial Gravity Companies General Information

Description

Financial Gravity Companies Inc through its subsidiaries helps investment advisors and tax professionals expand their businesses by adding additional services, including their own multi-family office. Financial services professionals are able to leverage Financial Gravity systems, technology, proprietary resources, and deep domain expertise to provide a comprehensive financial service experience to their clients that spans proactive tax planning, retirement and estate planning, wealth management, and risk mitigation. The company's operating segments include FGCO; Forta; FGAM; FGFOS; FGIS; FGEM; and TMN.

Contact Information

Formerly Known As
Pacific Oil, Sofos Investments, Inc., Financial Gravity Wealth, Inc., Kat Racing, Inc.
Ownership Status
Publicly Held
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 12600 Hill Country Boulevard
  • Suite R-275
  • Bee Cave, TX 78738
  • United States
+1 (800)
Primary Industry
Other Financial Services
Other Industries
Asset Management
Stock Exchange
PINX
Corporate Office
  • 12600 Hill Country Boulevard
  • Suite R-275
  • Bee Cave, TX 78738
  • United States
+1 (800)

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Financial Gravity Companies Stock Performance

As of 08-Jul-2025, Financial Gravity Companies’s stock price is $0.17. Its current market cap is $16.1M with 95.3M shares.

(As of Tuesday Closing)

Stock Price Previous Close 52 wk Range Market Cap Shares Average Volume EPS
$0.17 $0.17 $0.08 - $0.40 $16.1M 95.3M 8.45K

Financial Gravity Companies Financials Summary

As of 30-Jun-2023, Financial Gravity Companies has a trailing 12-month revenue of $5.96M.

In Thousands,
USD
TTM 30-Jun-2023 FY 2022 30-Sep-2022 FY 2021 30-Sep-2021 FY 2020 30-Sep-2020
EV 7,568 7,064 12,246 11,374
Revenue 5,960 5,623 6,673 3,687
EBITDA 9 (162) (7,310) (615)
Net Income (40) (252) (7,423) (792)
Total Assets 3,928 3,910 4,462 9,850
Total Debt 270 366 858 1,063
Public Fundamental Data provided by Morningstar, Inc. disclaimer

Financial Gravity Companies Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Financial Gravity Companies Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Financial Gravity Companies Inc through its subsidiaries helps investment advisors and tax professionals expand their bu
Other Financial Services
Bee Cave, TX
28 As of 2025

Bangor, ME

Annapolis, MD
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Financial Gravity Companies Competitors (7)

One of Financial Gravity Companies’s 7 competitors is Deighan, a Corporation company based in Bangor, ME.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Deighan Corporation Bangor, ME
Chesapeake Financial Planning Private Debt Financed Annapolis, MD
The CP Welde Group Corporation Chadds Ford, PA
Composition Wealth Private Equity-Backed Los Angeles, CA
Financial Asset Management Corporation Corporation Chappaqua, NY
You’re viewing 5 of 7 competitors. Get the full list »

Financial Gravity Companies Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Financial Gravity Companies Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Financial Gravity Companies Acquisitions (6)

Financial Gravity Companies’s most recent deal was a Merger/Acquisition with Forta Financial Group. The deal was made on 21-May-2020.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Forta Financial Group 21-May-2020 Merger/Acquisition Other Financial Services
Pacific Oil 31-Oct-2016 Merger/Acquisition Other Energy Services
Financial Gravity Business 31-Dec-2015 Merger/Acquisition Consulting Services (B2B)
TaxCoach Software 19-Nov-2015 Merger/Acquisition Educational and Training Services (B2C)
Tax Master Network 01-Oct-2015 Merger/Acquisition Accounting, Audit and Tax Services (B2B)
You’re viewing 5 of 6 acquisitions. Get the full list »

Financial Gravity Companies FAQs

  • When was Financial Gravity Companies founded?

    Financial Gravity Companies was founded in 2002.

  • Where is Financial Gravity Companies headquartered?

    Financial Gravity Companies is headquartered in Bee Cave, TX.

  • What is the size of Financial Gravity Companies?

    Financial Gravity Companies has 28 total employees.

  • What industry is Financial Gravity Companies in?

    Financial Gravity Companies’s primary industry is Other Financial Services.

  • Is Financial Gravity Companies a private or public company?

    Financial Gravity Companies is a Public company.

  • What is Financial Gravity Companies’s stock symbol?

    The ticker symbol for Financial Gravity Companies is FGCO.

  • What is the current stock price of Financial Gravity Companies?

    As of 08-Jul-2025 the stock price of Financial Gravity Companies is $0.17.

  • What is the current market cap of Financial Gravity Companies?

    The current market capitalization of Financial Gravity Companies is $16.1M.

  • What is Financial Gravity Companies’s current revenue?

    The trailing twelve month revenue for Financial Gravity Companies is $5.96M.

  • Who are Financial Gravity Companies’s competitors?

    Deighan, Chesapeake Financial Planning, The CP Welde Group, Composition Wealth, and Financial Asset Management Corporation are some of the 7 competitors of Financial Gravity Companies.

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