Forefield Overview

  • Year Founded
  • 1997

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Latest Deal Amount
  • $18.3M

Forefield General Information


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

Ownership Status
Financing Status
Formerly VC-backed
Primary Industry
Financial Software
Corporate 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

HQ Location
Total Raised
Post Valuation
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
000000000000 000.00


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000000000 00000000
Boulder, CO
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Forefield Competitors (18)

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
WealthTrace Corporation Boulder, CO
eMoney Advisor Corporate Backed or Acquired Radnor, PA 000 000000&0
FinancialCAD Private Equity-Backed Surrey, Canada 000 000.00 000000000000
Vestmark Venture Capital-Backed Wakefield, MA 000 000.00 00000000000 000.00
You’re viewing 5 of 18 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 »

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 000.00.

  • What is Forefield’s current revenue?

    The current revenue for Forefield is 00000.

  • 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, eMoney Advisor, FinancialCAD, and Vestmark are some of the 18 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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