Forefield Overview

  • Founded
  • 1997
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Latest Deal Amount
  • $18.3M
Latest Deal Amount

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
Primary Industry
Financial Software
Acquirer
Broadridge Financial Solutions
Primary Office
  • 33 Boston Post Road West
  • Marlborough, MA 01752
  • United States
+1 (800) 000-0000
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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 00.00 000.00 Completed Generating Revenue
3. Later Stage VC (Series C) 12-Nov-2002 00.00 00.00 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
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00.00 0000-00-00
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000000000 00000000
Milwaukee, WI
000 As of 0000
000.00
000000000 000.00

00000 00

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000000000 00000000
Tucson, AZ
00 As of 0000
00.00 0000-00-00
000000&0
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Forefield Competitors (10)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Advicent Solutions Private Equity-Backed Milwaukee, WI 000 000.00 000000000 000.00
00000 00000000 Corporate Backed or Acquired Tucson, AZ 00 000000&0
000000 Formerly VC-backed New York, NY 00 000.00 000000&0 000.00
0000000 00000000 Private Equity-Backed Walnut Creek, CA 0 000000000000
00000000000 Venture Capital-Backed Los Angeles, CA 000 00000 00000000000 00000
You’re viewing 5 of 10 competitors. Get the full list »

Forefield Executive Team (2)

Name Title Board Seat Contact Info
Brent Delehey Chief Executive Officer
Frank Sciammacco Vice President, Finance
To view Forefield’s complete executive team members history, request access »

Forefield Former Investors (3)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Ascent Venture Partners Venture Capital Minority 000 0000 000000 0
North Hill Ventures Venture Capital Minority 000 0000 000000 0
Regent Capital Partners PE/Buyout Minority 000 0000 000000 0
To view Forefield’s complete investors history, request access »

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