# Forefield

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/forefield

- Industry: Software
- Headquarters: Marlborough, US
- Website: www.forefield.com
- Total disclosed funding: $2.5M
- Latest round: Series C (Nov 4, 2002)
- Investors on record: 3

## About

Forefield is a digital marketing platform provider that specializes in enhancing client engagement for financial advisors through automated tools and curated content.Founded in 1997 in Marlborough, US, Forefield focuses on providing solutions for financial advisors. In December 2010, the company was acquired by Broadridge Financial Solutions Inc. The details regarding changes in business operations or any potential subsidiaries were not available.Forefield's primary offering is AdvisorStream, an automated digital marketing platform tailored for financial advisors. It enables users to leverage licensed content from reputable publishers, enhancing their marketing without increasing their workload. The platform streamlines client engagement through various channels, targeting financial advisors across North America, Europe, and Asia-Pacific, including independent advisors and financial institutions.Forefield generates revenue through a subscription-based model for its AdvisorStream platform, wherein financial advisors and institutions pay for access to a suite of marketing tools. The revenue structure includes tailored services such as automated newsletters and compliance-approved content, with clients typically engaging in annual or monthly subscription plans. These partnerships are structured as B2B transactions, fostering close collaboration with financial advisors.Having been acquired in December 2010, specific plans for future growth initiatives under Broadridge Financial Solutions Inc. were not available. However, typical strategies for growth in similar companies often include launching new products, expanding into new markets, and utilizing funding for development, though the specifics were not disclosed for Forefield.

## Funding rounds

- Series C, Nov 4, 2002, $2.5M — Ascent Venture Partners, North Hill Ventures, Regent Private Capital

## Investors

- Ascent Venture Partners (https://capitalatlas.ai/funds/ascent-venture-partners) — Series C
- North Hill Ventures (https://capitalatlas.ai/funds/north-hill-ventures) — Series C
- Regent Private Capital (https://capitalatlas.ai/funds/regent-private-capital) — Series C