Forta Financial Group Overview

  • Year Founded
  • 1991

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

  • Investments
  • 1

Forta Financial Group General Information

Description

Provider of wealth management services intended to help customers increase their wealth through their advisors. The company offers expertise in retirement planning, investment management, and tax minimization using practice management, financial innovation, entrepreneurialism and marketing.

Contact Information

Website
www.fortafinancialgroup.com
Formerly Known As
Presidential Brokerage
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 5445 DTC Parkway
  • Suite 1100
  • Greenwood Village, CO 80111
  • United States
+1 (303)
Primary Industry
Other Financial Services
Acquirer
Financial Gravity Companies
Corporate Office
  • 5445 DTC Parkway
  • Suite 1100
  • Greenwood Village, CO 80111
  • United States
+1 (303)

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Forta Financial Group Valuation & Funding

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

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Forta Financial Group Acquisitions (1)

Forta Financial Group’s most recent deal was a Merger/Acquisition with Vestus Group for . The deal was made on 16-Mar-2021.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Vestus Group 16-Mar-2021 Merger/Acquisition Other Financial Services
To view Forta Financial Group’s complete acquisitions history, request access »

Forta Financial Group FAQs

  • When was Forta Financial Group founded?

    Forta Financial Group was founded in 1991.

  • Where is Forta Financial Group headquartered?

    Forta Financial Group is headquartered in Greenwood Village, CO.

  • What industry is Forta Financial Group in?

    Forta Financial Group’s primary industry is Other Financial Services.

  • Is Forta Financial Group a private or public company?

    Forta Financial Group is a Private company.

  • What is Forta Financial Group’s current revenue?

    The current revenue for Forta Financial Group is .

  • When was Forta Financial Group acquired?

    Forta Financial Group was acquired on 21-May-2020.

  • Who acquired Forta Financial Group?

    Forta Financial Group was acquired by Financial Gravity Companies.

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