Forta Financial Group - Ownership and Business Overview

Financial ServicesCompany

Forta Financial Group Ownership

Who owns Forta Financial Group?

Forta Financial Group is owned by Financial Gravity Companies. It was acquired on May 21, 2020.

Forta Financial Group Business Overview

Where is Forta Financial Group headquartered?

Forta Financial Group is headquartered in Greenwood Village, Colorado.

What sector is Forta Financial Group in?

Forta Financial Group is a financial services company.

When was Forta Financial Group founded?

Forta Financial Group was founded in 1991.

Financial Services M&A Summary in 2020

Out of 60 sectors in the Mergr database, financial services ranked 10 in number of deals in 2020. The largest financial services acquisition in 2020 was E*TRADE Financial - which was acquired by Morgan Stanley for $13.0B.

Join Mergr to view all 176 acquisitions of financial services companies in 2020, including 20 acquisitions by private equity firms, and 156 by strategics.

Acquired by Financial Gravity Companies, Inc. (Company) on 2020-05-21

Forta Financial Group, Inc.

5445 DTC Pkwy, Suite 1100,
Greenwood Village, Colorado 80111
United States,
(303) 694-1600
www.fortafinancialgroup.com

Forta Financial Group, Inc. is a dually registered broker-dealer and registered investment advisor with the vast resources necessary to help advisors compete and win. It helps advisors achieve their goals and grow their business utilizing four key differentiators Entrepreneurship, Practice Management, Marketing/Leads, and Financial Innovation. Forta was formed in 1991 and is based in Greenwood Village, Colorado.

Company Summary

SECTOR

Financial Services

Established

1991

Former Name

Presidential Brokerage, Inc.

Investor History
2020-05-21
Add-on Acquisition

Financial Gravity

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