FMT Solutions Overview

  • Founded
  • 2001
Founded
  • 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

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
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FMT Solutions Valuation & Funding

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

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FMT 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
To view FMT Solutions’s complete executive team members history, request access »

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
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FMT Solutions Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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