Financial Gravity Companies Overview

  • Year Founded
  • 2002

Year Founded

  • Status
  • Public

  • Employees
  • 28

Employees

  • Stock Symbol
  • FGCO

Stock Symbol

  • Investments
  • 6

  • Share Price
  • $0.08
  • (As of Monday 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
OTCM
Corporate Office
  • 12600 Hill Country Boulevard
  • Suite R-275
  • Bee Cave, TX 78738
  • United States
+1 (800)

Want detailed data on 11M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Financial Gravity Companies Stock Performance

As of 26-Oct-2026, Financial Gravity Companies’s stock price is $0.08. Its current market cap is $7.1M with 94.4M shares.

(As of Monday Closing)

Stock Price Previous Close 52 wk Range Market Cap Shares Average Volume EPS
$0.08 $0.07 $0.04 - $0.10 $7.1M 94.4M 26.8K

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

This information is available in the PitchBook Platform. To explore Financial Gravity Companies‘s full profile, request access.

Request a free trial

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 b
Other Financial Services
Bee Cave, TX
28 As of 2025

Folsom, CA
 

Palo Alto, CA
 
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

Financial Gravity Companies Competitors (9)

One of Financial Gravity Companies’s 9 competitors is Allworth Financial, a Private Equity-Backed company based in Folsom, CA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Allworth Financial Private Equity-Backed Folsom, CA
Wealthfront Formerly VC-backed Palo Alto, CA
Deighan Corporation Bangor, ME
Wholelife Financial services (Hyd) Pvt Corporation Hyderabad, India
The Cp Welde Group Corporation Chadds Ford, PA
You’re viewing 5 of 9 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

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

Financial Gravity Companies Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

This information is available in the PitchBook Platform. To explore Financial Gravity Companies‘s full profile, request access.

Request a free trial

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 ESG

Peers Analysis

Peer performance insights compare the company’s ESG performance to the performance of selected peers to help inform future ESG decisions and drive internal performance improvements.

Global

Covered Companies

Rank

Percentile

Consumer Durables

Industry

Rank

Percentile

Toys and Sporting Goods

Subindustry

Rank

Percentile

To view Financial Gravity Companies’s complete esg history, request access »

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 26-Oct-2026 the stock price of Financial Gravity Companies is $0.08.

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

    The current market capitalization of Financial Gravity Companies is $7.1M.

  • 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?

    Allworth Financial, Wealthfront, Deighan, Wholelife Financial services (Hyd) Pvt, and The Cp Welde Group are some of the 9 competitors of Financial Gravity Companies.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read more
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process