Formation Financial Employee Directory

Q: How many employees does Formation Financial have currently?

Formation Financial has approximately 11 employees.

Financial ServicesCalifornia, United States11-50 Employees

We provide finance and accounting support to early stage companies across many industries. From Series Seed through Series C, we partner with you across each stage to help you reach your company’s greatest potential.

Find Formation Financial employees' phone numbers or email addresses

Formation Financial Global Highlights

North America
14

United States Of America
14

Oceania
1

Australia
1

Formation Financial's Leadership

T. O.
Partner
Mobile Phone
Email
C. P.
Senior Director Of Human Resources
Mobile Phone
Email
J. W. M.
Financial Controller
Mobile Phone
Email
R. R.
Controller
Mobile Phone
Email
S. A.
Controller
Mobile Phone
Email
E. O.
Accounting Manager
Mobile Phone
Email
L. L.
Senior Accountant Consultant
Mobile Phone
Email

Formation Financial Employee Metrics

100%

50%

2026

2025

Accounting
Banking
Business
Human Resources
Administrative
Other

Contact profiles from Formation Financial

Name

Title

Contact Info

Location

Last Update

T. O.
Partner
Mobile Phone
Email
United StatesMississippi
Nov 13, 2025
C. P.
Senior Director Of Human Resources
Mobile Phone
Email
United States
Sep 23, 2025
J. W. M.
Financial Controller
Mobile Phone
Email
United StatesColorado
Nov 18, 2025
R. R.
Controller
Mobile Phone
Email
Dec 17, 2025
S. A.
Controller
Mobile Phone
Email
United StatesMichigan
Feb 25, 2025
E. O.
Accounting Manager
Mobile Phone
Email
United StatesFlorida
Nov 18, 2025
L. L.
Senior Accountant Consultant
Mobile Phone
Email
United StatesNew York
Oct 17, 2025

Frequently Asked Questions

What is Formation Financial known for?

Formation Financial operates in the Financial Services industry. The company's main headquarters is located in San Francisco, California 94109 United States. Explore Formation Financial's company overview page for more information.

What is Formation Financial's most common email format?

Formation Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Formation Financial email formats with LeadIQ.

How many employees does Formation Financial have currently?

Formation Financial has approximately 11 employees as of February 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Formation Financial's key employees and leadership?

As of February 2026, Formation Financial's key employees include:

Partner: T. O.
Senior Director Of Human Resources: C. P.
Financial Controller: J. W. M.
Controller: R. R.
Controller: S. A.

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