FMT Solutions Overview
- Founded
- 2001

- Status
- Private
- Latest Deal Type
- Debt - PPP
- Financing Rounds
- 4
FMT Solutions General Information
Description
Provider of integrated educational content and technology-enabled marketing services intended to help fiduciary advisors through financial education. The company's compliance-approved education courses are taught through local, licensed and experienced investment advisors, who adhere to the fiduciary standard and its technology-based marketing system manages classroom attendees in advance and after the course, enabling retirement planning and wealth management sectors to make good financial decisions.
Contact Information
- 300 Oswego Pointe Drive
- Suite 101
- Lake Oswego, OR 97034
- United States
FMT Solutions Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
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Request a free trialFMT Solutions Executive Team (5)
Name | Title | Board Seat | Contact Info |
---|---|---|---|
Jeff Franz | Co-Founder & President | ||
Don Mason | Chief Operating Officer | ||
Todd Bachman | Co-Founder | ||
Matt Kinnich | Chief Executive Officer |
FMT Solutions Board Members (3)
Name | Representing | Role | Since |
---|---|---|---|
00000 000000000 | Corridor Capital | Board Member | 000 0000 |
0000 0000 | Corridor Capital | Board Member | 000 0000 |
FMT Solutions Investors
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
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Request a free trial