Forward Financial Email Formats

Accounting • United States • 1-10 Employees

Key Contact at Forward Financial

Meghan Rooney Pater

Director Of Client Services

Company overview

Headquarters	United States
Websites	forward-financial.com vivcpa.com
NAICS	5412
Employees	1-10
Socials

About Forward Financial

Forward Financial is a diversified financial services holding company providing tax, bookkeeping, fractional controller, fractional CFO, and M&A Advisory services to businesses with less than $100mm of revenue.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Partner

Senior

Employees by Department

Forward Financial has 6 employees across 3 departments.

Departments

Number of employees

Funding Data

Explore Forward Financial's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2025-02-10	15	$325,000

Funding Insights

$325,000

Total funding amount

$325,000

Most recent funding amount

Number of funding rounds

Frequently asked questions

Forward Financial is located in US.

Forward Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Forward Financial has raised a total of $325,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.