Forme Financial

formefinancial.com

financial services

formefinancial.com

New York, New York, United States

51-200 employees

40000000 revenue

LinkedIn Profile

About Forme Financial

doctor-specific financial planning, practice debt management, cash flow management, tax strategies, practice owner wealth solutions, tax-efficient investing, tax planning, services, practice financial review, healthcare professional wealth strategies, practice succession planning, fiduciary advisors, wealth building, retirement plans, financial technology, practice accounting, practice financial growth, wealth optimization, wealth management technology, practice efficiency

Forme Financial's Tech Stack

AI/ML

Mobile

Android

Backend

Node.js

Decision Makers at Forme Financial

1 contact

Brian Arpie

Director of Engineering

b***@formefinancial.com Sign up to view

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32 technologies detected · 1 decision maker · Emails available

Sales Outreach Angle

HubSpot users typically run inbound-led sales motions. Products that integrate with HubSpot (email automation, CRM enrichment, ABM platforms) are natural fits.

Forme Financial's Position in the StackWho Database

• Forme Financial is 1 of 21,667 financial services companies tracked in StackWho.
• 21,586 financial services companies in our database have verified decision-maker emails (100% of the cohort).
• 23,956 companies in New York are in the StackWho database.
• 2,266 financial services companies are in the 51-200 employee range (same size as Forme Financial).

Technology detection from public web signals. Decision-maker contacts compiled from LinkedIn public profiles, company filings, and verified outbound testing. Methodology & sources · Updated August 2026.

Frequently Asked Questions

What technology does Forme Financial use?

Forme Financial uses Route 53, Outlook, Microsoft Office 365, Autotask, Amazon AWS, Rackspace MailGun, and 26 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at Forme Financial?

StackWho has verified email addresses for 1 decision maker at Forme Financial. Pro members can access direct emails for the CEO, CTO, VP of Engineering, and other key contacts. Use StackWho to reach Forme Financial directly for sales, recruiting, or partnerships.

What industry is Forme Financial in?

Forme Financial operates in the financial services industry, headquartered in New York, New York, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export Forme Financial's contact data?

Yes. StackWho Pro members can export decision maker contact data for Forme Financial and similar companies to CSV. Use the export feature to build targeted prospect lists segmented by technology stack, industry, or location.