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Formation Financial Employee Directory

Financial ServicesCalifornia, United States2-10 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

Location
Employees

North America
12

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  • United States Of America
    12

Oceania
1

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  • Australia
    1

Formation Financial's Leadership

  • Stylized image of a person
    T. O.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. P.
    Senior Director Of Human Resources
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. R.
    Controller
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. A.
    Controller
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. L.
    Senior Accountant Consultant
    Phone icon
    Mobile Phone

Formation Financial Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Banking
  • Business
  • Human Resources
  • Administrative
  • Other
  • Analytics

Contact profiles from Formation Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. O.
    Partner
    Phone icon
    Mobile Phone
    United StatesMississippi
    Apr 14, 2026
  • Stylized image of a person
    C. P.
    Senior Director Of Human Resources
    Phone icon
    Mobile Phone
    United States
    Apr 20, 2026
  • Stylized image of a person
    R. R.
    Controller
    Phone icon
    Mobile Phone
    Apr 23, 2026
  • Stylized image of a person
    S. A.
    Controller
    Phone icon
    Mobile Phone
    United StatesMichigan
    Feb 25, 2025
  • Stylized image of a person
    L. L.
    Senior Accountant Consultant
    Phone icon
    Mobile Phone
    United StatesNew York
    Apr 17, 2026

Frequently Asked Questions

What is Formation Financial known for?

Minus sign iconPlus sign iconFormation 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?

Minus sign iconPlus sign iconFormation 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?

Minus sign iconPlus sign iconFormation Financial has approximately 10 employees as of April 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Formation Financial's key employees and leadership?

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

  • Partner: T. O.
  • Senior Director Of Human Resources: C. P.
  • Controller: R. R.
  • Controller: S. A.
  • Senior Accountant Consultant: L. L.

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