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Forward Financial Logo
Forward Financial Growth Score
25
CB Rank
174929
Heat Score
54
Forward Financial financial services company that offers tax, bookkeeping, fractional controller, and M&A Advisory to businesses.
PrivateFunding Round Richards, Texas, United States11-50 www.vivcpa.com
Accounting
Finance
Financial Services
Overview

Forward Financial
Total Funding
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Growth Score
25
Heat Score
54

Total Funding
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Funding Round raised
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Growth Score25
-2 pts
in past quarter
Heat Score 54
-13 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Forward Financial

CB Rank
174929
Forward Financial financial services company that offers tax, bookkeeping, fractional controller, and M&A Advisory to businesses.
PrivateFunding Round Richards, Texas, United States11-50 www.vivcpa.com
Accounting
Finance
Financial Services

Funding Rounds

Funding Round
OBF
in
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Details

Operating Status Active
Company Type For Profit
Predictions & Insights

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Runway Speculation

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Financials

Company Funding

Total Funding Amount 
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Number of Funding Rounds 1
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Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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Funding Rounds

Total Funding Amount 
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Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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Investors

Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 10
News

News and Press

News•Apr 15, 2026
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News•Jan 21, 2026
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

26
-78.33%
 in past month

IT Spend

$72.3KThis year, Forward Financial is projected to spend $72.3K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Agile Tools Logo
Agile Tools
76
Team Communication Logo
Team Communication
76
Collaboration Software Logo
Collaboration Software
76

Active Website Tech Count

1Forward Financial is actively using the technology reCAPTCHA v3 for its website, according to BuiltWith.
Sub-Organizations
Frequently Asked Questions

Where is Forward Financial's headquarters? Forward Financial is located in Richards, Texas, United States.When was the last funding round for Forward Financial? Forward Financial closed its last funding round on
obfuscation
from a Undisclosed round.Who are Forward Financial's competitors? Alternatives and possible competitors to Forward Financial may include MindBridge, Aprio, and  Pilot.How much funding has Forward Financial raised to date? Forward Financial has raised
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.
Who We Are
What We Do
Helpful Links
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