Forefield Overview

  • Year Founded
  • 1997

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Latest Deal Amount
  • $18.3M

Forefield General Information

Description

Developer of financial planning knowledge and client interaction software solutions for financial institutions and their advisors. The company focuses on offering financial planning solutions to various organizations in investment management, insurance, brokerage, banking, and accounting, as well as to financial websites.

Contact Information

Website
www.forefield.com
Ownership Status
Acquired/Merged
Financing Status
Formerly VC-backed
Corporate Office
  • 33 Boston Post Road West
  • Marlborough, MA 01752
  • United States
+1 (800)
Primary Industry
Financial Software
Acquirer
Broadridge Financial Solutions
Vertical(s)
TMT
Corporate Office
  • 33 Boston Post Road West
  • Marlborough, MA 01752
  • United States
+1 (800)

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Forefield Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Merger/Acquisition 01-Dec-2010 $18.3M Completed Generating Revenue
3. Later Stage VC (Series C) 12-Nov-2002 Completed Generating Revenue
2. Early Stage VC (Series B) Completed
1. Early Stage VC (Series A) Completed
To view Forefield’s complete valuation and funding history, request access »

Forefield Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of financial planning knowledge and client interaction software solutions for financial institutions and their
Financial Software
Marlborough, MA

Milwaukee, WI
 

Boulder, CO
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Forefield Competitors (19)

One of Forefield’s 19 competitors is Advicent Solutions, a Private Equity-Backed company based in Milwaukee, WI.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Advicent Solutions Private Equity-Backed Milwaukee, WI
WealthTrace Corporation Boulder, CO
Fi-Tek Private Equity-Backed Edison, NJ
Vestmark Venture Capital-Backed Wakefield, MA
RightCapital Venture Capital-Backed Shelton, CT
You’re viewing 5 of 19 competitors. Get the full list »

Forefield Former Investors (3)

Investor Name Investor Type Holding Investor Since Participating Rounds
Ascent Venture Partners Venture Capital Minority
North Hill Ventures Venture Capital Minority
Regent Capital Partners PE/Buyout Minority
To view Forefield’s complete investors history, request access »

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Forefield FAQs

  • When was Forefield founded?

    Forefield was founded in 1997.

  • Where is Forefield headquartered?

    Forefield is headquartered in Marlborough, MA.

  • What industry is Forefield in?

    Forefield’s primary industry is Financial Software.

  • Is Forefield a private or public company?

    Forefield is a Private company.

  • What is the current valuation of Forefield?

    The current valuation of Forefield is .

  • What is Forefield’s current revenue?

    The current revenue for Forefield is .

  • How much funding has Forefield raised over time?

    Forefield has raised $2.5M.

  • Who are Forefield’s investors?

    Ascent Venture Partners, North Hill Ventures, and Regent Capital Partners have invested in Forefield.

  • Who are Forefield’s competitors?

    Advicent Solutions, WealthTrace, Fi-Tek, Vestmark, and RightCapital are some of the 19 competitors of Forefield.

  • When was Forefield acquired?

    Forefield was acquired on 01-Dec-2010.

  • Who acquired Forefield?

    Forefield was acquired by Broadridge Financial Solutions.

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