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
Website
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Education and Training Services (B2B)
Other Industries
Media and Information Services (B2B)
Consulting Services (B2B)
Primary Office
- 300 Oswego Pointe Drive
- Suite 101
- Lake Oswego, OR 97034
- United States
+1 (503) 000-0000
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 |
|---|
This information is available in the PitchBook Platform. To explore FMT Solutions‘s full profile, request access.
Request a free trial