What departments does Formation Financial have?

Formation Financial has employees across 1 departments including Accounting.

What is the largest department at Formation Financial?

The largest department at Formation Financial is Accounting with 2 employees.

Where are Formation Financial employees located globally?

Formation Financial has employees across 2 continents and 2 countries including United States Of America, Australia.

How has Formation Financial's team size changed over time?

Formation Financial's team has grown from approximately 8 to 11 employees based on available data.

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Formation Financial Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Formation Financial is a financial services firm based in San Francisco, California, providing finance and accounting support to early stage companies across a range of industries. Its services are designed to accompany startups from Series Seed through Series C, partnering with them at each stage to help unlock their potential. The company targets early stage ventures that require accounting and financial guidance to navigate growth, governance, and operational scaling. Positioned within the financial services sector, Formation Financial offers specialized expertise to support the unique needs of emerging businesses, leveraging its regional presence in San Francisco. The description reflects a focus on long-term collaboration with young companies rather than a single-point service, emphasizing ongoing partnership through multiple fundraising and growth milestones.

Formation Financial Global Highlights

North America
13

United States Of America
13

Oceania
1

Australia
1

Formation Financial's Leadership

R. R.
Controller
Mobile Phone
Email
J. D.
Controller
Mobile Phone
Email

Formation Financial Employee Metrics

100%

50%

2026

2025

Accounting
Banking
Business
Human Resources
Administrative
Other
Analytics

Contact profiles from Formation Financial

Name

Title

Contact

Location

Last Update

R. R.
Controller
Mobile Phone
Email
Apr 23, 2026
J. D.
Controller
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Formation Financial known for?

Formation Financial operates in the Financial Services industry. 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 15 employees as of August 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Formation Financial's key employees and leadership?

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

Controller: R. R.
Controller: J. D.

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Formation Financial Employee Directory

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