Insights

Sustainable Investing Focus First Affirmative specializes in values-based, socially responsible investing (SRI) with a mission to align portfolio management with environmental and social sustainability goals, appealing to investors seeking impact-driven assets.

Industry Recognition The company has been recognized as a Best for the World B Corp, demonstrating its leadership reputation and credibility in the sustainable finance sector, which can attract clients committed to ESG principles.

Strategic Partnerships Recent collaborations with organizations like YourStake and Trillium Asset Management illustrate their commitment to enhancing ESG portfolio solutions and stakeholder engagement, indicating opportunities for joint ventures or platform integrations.

Growing Market Engagement Participation in industry events such as the SIF Conference and industry mergers highlight a proactive approach to market expansion and thought leadership, useful for connecting with similarly aligned investors and institutions.

Technology Integration Utilization of advanced tech tools like Salesforce, Google Tag Manager, and ESG advisory platforms signals readiness for digital engagement and data-driven client insights, providing avenues for tailored marketing and client onboarding solutions.

Similar companies to Formative

Formative Tech Stack

Formative uses 8 technology products and services including RSS, WordPress, MySQL, and more. Explore Formative's tech stack below.

RSS
Content Management System
WordPress
Content Management System
MySQL
Database
JSON-LD
Javascript Frameworks
HubSpot
Marketing Automation
PHP
Programming Languages
HTTP/3
Web & Portal Technology
Gravity Forms
Web Platform Extensions

Media & News

Rayliant and ChinaAMC Introduce the Rayliant-ChinaAMC Transformative China Tech ETF (Ticker: CNQQ) on NASDAQ
LOS ANGELES--(BUSINESS WIRE)--Rayliant Investment Research today announced the launch of the Rayliant-ChinaAMC Transformative China Tech ETF (NASDAQ: CNQQ).
Sep 26, 2025 | www.businesswire.com

Formative's Email Address Formats

Formative uses at least 2 format(s):

Formative Email Formats	Example	Percentage
FirstLast@firstaffirmative.com	JohnDoe@firstaffirmative.com	53%
First@firstaffirmative.com	John@firstaffirmative.com	23%
FirLast@firstaffirmative.com	JohDoe@firstaffirmative.com	14%
Last@firstaffirmative.com	Doe@firstaffirmative.com	10%

Frequently Asked Questions

Where is Formative's headquarters located?

Formative's main headquarters is located at 5475 Mark Dabling Boulevard Suite 108 Colorado Springs, Colorado 80918 United States. The company has employees across 1 continents, including North America.

What is Formative's phone number?

You can contact Formative's main corporate office by phone at

+1-303-442-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Formative's stock symbol?

Formative is a publicly traded company; the company's stock symbol is CNQQ.

What is Formative's official website and social media links?

Formative's official website is formativefinancial.com and has social profiles on LinkedIn.

What is Formative's NAICS code?

Formative's NAICS code is 52 - Finance and Insurance.

How many employees does Formative have currently?

As of June 2026, Formative has approximately 43 employees across 1 continents, including North America. Key team members include Ceo: M. R.Chief Executive Officer And Owner: T. K.Chief Investment Officer: T. G.. Explore Formative's employee directory with LeadIQ.

What industry does Formative belong to?

Formative operates in the Financial Services industry.

What technology does Formative use?

Formative's tech stack includes RSSWordPressMySQLJSON-LDHubSpotPHPHTTP/3Gravity Forms.

What is Formative's email format?

Formative's email format typically follows the pattern of FirstLast@firstaffirmative.com. Find more Formative email formats with LeadIQ.

When was Formative founded?

Formative was founded in 1988.

Formative

Q: What is Formative's official website and social media links?

Formative's official website is formativefinancial.com. Formative has social profiles on LinkedIn.

Q: How many employees does Formative have currently?

Formative has approximately 43 employees.

Q: What technology does Formative use?

Formative's tech stack includes Twemoji, Open Graph, React, Nginx, MySQL.

Q: What is Formative's NAICS code?

Formative's NAICS code is 52 (Finance and Insurance).

Financial ServicesColorado, United States11-50 Employees

We believe in a different kind of wealth management — one that starts with understanding the whole of who you are, so we can help you achieve your financial and personal goals.

For 35+ years, our mission has been to deliver solutions to help all of our clients meet their financial and personal objectives. Today, Formative brings that same conviction together with modern technology and a full team of specialists to serve every dimension of your financial life.

NOTE:  Formative is not responsible for the comments and opinions expressed by third-parties. Any such post has been made without Formative’s prior approval or review and does not confer any of Formative’s investment-related authority simply by being posted herein. The use of the “like” button is not a testimonial but only a request for the purpose of following or getting additional information.

Company Overview

Headquarters: 5475 Mark Dabling Boulevard Suite 108 Colorado Springs, Colorado 80918 United States
Phone number: +1-303-442-****
Website: formativefinancial.com
Stock Symbol: CNQQ
NAICS Code: 52 - Finance and Insurance
Founded: 1988
Employees: 11-50