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Fortis Financial Group

Fortis Financial Group Email Formats

Financial ServicesFlag of USBellevue, Washington, United States21-50 Employees

Fortis Financial Group Email Formats

Fortis Financial Group uses 2 email formats. The most common is {first initial} (e.g., j@fortis.capital), used 53.3% of the time.

FormatExamplePercentage
{first initial}
j@fortis.capital
53.3%
{first name}
john@fortis.capital
46.7%

Key Contact at Fortis Financial Group

Flag of US

Mike Boroughs

President and Chief Investment Officer

Company overview

Headquarters1300 114th Ave SE, Bellevue, Washington, US
Phone number+14254535010
Website
NAICS52
SIC628
Keywords
Wealth Management, Life Insurance, Financial Planning, Hedge Funds, Investment Management, Special Situations, Digital Assets, Value Investments, Crypto, Companies With Complex Accounting
Founded2014
Employees21-50
Socials

About Fortis Financial Group

Fortis Financial Group is a financial planning and wealth management firm that empowers and educates our clients to grow and protect their wealth. We strive to build lasting relationships with business owners and successful families who want to work with advisors who listen and help them solve problems specific to them. At Fortis, doing the right thing for our clients is our top priority. This means we operate with the following value system: 1) TRANSPARENCY: We believe in being totally transparent about our fees and the investments we hold in our clients' portfolios and why we hold them. 2) EDUCATION AND EMPOWERMENT: We believe clients don't want to be told what to do, they want to learn to take control of their own financial situation to grow and protect their wealth. We believe in educating and empowering clients to take responsibility for their own financial situation as this results in more sustainable and predictable outcomes. 3) VALUE: We don't believe in overpaying for anything. We don't think our clients should either. Whether it is specific stocks, or our planning services, we want our clients to feel they are getting a good value for what they pay. We believe in constantly innovating new ways to add value to our clients and will continue adding services and technology to our business to increase value to our clients. Fortis is an SEC registered investment advisor.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
C-Suite
Intern

Employees by Department

Fortis Financial Group has 8 employees across 3 departments.

Departments

Number of employees

Funding Data

Fortis Financial Group has never raised funding before.

Fortis Financial Group Tech Stack

Discover the technologies and tools that power Fortis Financial Group's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

reCAPTCHA

reCAPTCHA

Security

lit-element

lit-element

JavaScript libraries

Google Maps

Google Maps

Maps

lit-html

lit-html

JavaScript libraries

Microsoft 365

Microsoft 365

Email

Salesforce Marketing Cloud Account Engagement

Salesforce Marketing Cloud Account Engagement

Marketing automation

jQuery

jQuery

JavaScript libraries

Google Ads

Google Ads

Advertising

Stimulus

Stimulus

JavaScript frameworks

HSTS

HSTS

Security

Google Analytics

Google Analytics

Analytics

Frequently asked questions

Fortis Financial Group is located in Bellevue, Washington, US.
You can reach Fortis Financial Group at +14254535010.
Fortis Financial Group was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.
Fortis Financial Group has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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