Forefield Overview
- Founded
-
1997

- 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
Primary Industry
Financial Software
Acquirer
Primary Office
- 33 Boston Post Road West
- Marlborough, MA 01752
- United States
+1 (800) 000-0000
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 |
Forefield Comparisons
Description
Primary
Industry
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
00.00
00.00
0000-00-00
000000&0
00.00
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 |
Forefield Board Members (1)
Name | Representing | Role | Since |
---|---|---|---|
Frank Sciammacco | Forefield | Board Member | 000 0000 |
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 |