Forefield Overview

  • Founded

  • 1997

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
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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000000000 00000000
Milwaukee, WI
000 As of 0000
000.00
000000000000 000.00

00000

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000000000 00000000
Chicago, IL
00 As of 0000
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Forefield Competitors (20)

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 000000000000 000.00
00000 000000000 00 Corporate Backed or Acquired Chicago, IL 00 000000&0
00-000 Private Equity-Backed Edison, NJ 000 00 000000
00000000 Venture Capital-Backed Denver, CO 0 00000 000000000 00000
00000000 0000000 Formerly PE-Backed New York, NY 000 000000&0
You’re viewing 5 of 20 competitors. Get the full list »

Forefield Board Members (1)

Name Representing Role Since
Frank Sciammacco Forefield Board Member 000 0000
To view Forefield’s complete board 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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