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Forme Financial Stock (FOFI)
Forme Financial is a platform that offers estate planning, debt management, insurance planning, and investment management services.
About Forme Financial Stock
Founded
2021
Headquarters
New York, NY, US
Industries
Software, Data and Analytics, Artificial Intelligence
Forme Financial Press Mentions
Stay in the know about the latest news on Forme Financial
Earned Wealth Secures Private-Equity Funding, Acquires Thomas Doll
barrons • Aug 05, 2024
Earned Wealth Announces $200 Million Capital Commitment to Redefine Financial Services for Healthcare Professionals
businesswire • Aug 05, 2024
Wealth Tech Startup for Doctors Raises $200 Million, Eyes M&A
bloomberg • Aug 05, 2024
The 10 Biggest Rounds Of July: Skild AI And Element Biosciences Lead Hot Month
news • Aug 01, 2024
Earned Wealth Raises $200 Million for Doctor-Focused Financial Services Platform
pymnts • Jul 24, 2024
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How to invest in Forme Financial stock?
Accredited investors can buy pre-IPO stock in companies like Forme Financial through EquityZen funds. These investments are made available by existing Forme Financial shareholders who sell their shares on our platform. Typically, these are early employees who need to fund a life event – house, education, etc. Accredited investors are then offered the opportunity to invest in this stock through a fund, like those used by hedge funds serving large investors. While not without risk, investing in private companies can help investors reach goals of portfolio diversification, access to potential growth and high potential return. Learn more about our Guided Investment process here.
How to sell Forme Financial stock?
Shareholders can sell their Forme Financial stock through EquityZen's private company marketplace. EquityZen's network includes over 320K accredited investors interested in buying private company stock. Learn more about the easy and guided Shareholder process here.
If I invest, how do I exit my investment?
There are two ways to exit your private company investment on EquityZen's marketplace. The first is if the company has an exit event like an IPO, merger or acquisition. In that case, we will distribute the shares and/or cash to you directly. The second way is through an Express Deal on EquityZen, if eligible. An Express Deal allows you to sell your allocation of private shares in a given private company to another investor on EquityZen's marketplace. More information on Express Deals can be found here and exit information can be found here.
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