Forefield
1997
FOUNDED
M&A
STATUS
M&A
LATEST DEAL TYPE
$19.5M
LATEST DEAL AMOUNT
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.
Primary Industry
Financial Software
Acquirer
Primary Office
- 33 Boston Post Road West
- Marlborough, MA 01752
- United States
+1 (800) 000-0000
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Forefield Valuation and Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 4. Merger/Acquisition | 01-Dec-2010 | $19.5M | 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 |
Forefield Competitors (10)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Oltis Software | Corporate Backed or Acquired | Tucson, AZ | 00 | 000000&0 | ||
| 000000 | Formerly VC-backed | New York, NY | 00 | 000.00 | 000000&0 | 000.00 |
| 0000000000 | Venture Capital-Backed | Bala Cynwyd, PA | 000 | 000 | 000000000 | 000 |
| 00000000 | Private Equity-Backed | Wakefield, MA | 000 | 000.00 | 0000000 0000 | 000.00 |
| 00000000000 | Venture Capital-Backed | Los Angeles, CA | 000 | 00000 | 00000000000 | 00000 |
Forefield Former Investors (3)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Board Seat |
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 |