Insights

Boutique Fund Formula Investing is a lean online money management firm backed by high-profile investors, suggesting potential interest in scalable, cost-effective tools and services that can support automated portfolio management, research, or customer onboarding as they grow.

Affiliation Advantage Backed by Joel Greenblatt and Blake Darcy, the firm carries credibility in value investing, indicating alignment with services emphasizing fundamental analysis, backtesting, research platforms, and educational content to attract and retain clients.

Growth Revenue Current revenue is within a mid single to low double-digit million range, signaling potential openness to solutions that optimize operations, compliance, or marketing tech to support scale while maintaining cost efficiency.

Tech Stack Reliance on standard hosting and DNS providers (Cloudflare, GoDaddy) suggests opportunities for cybersecurity enhancements, performance monitoring, and cloud-agnostic tooling to strengthen reliability and trust with their clients.

Market Positioning Operating in financial services with a name aligned to value investing, they may value tools that improve research efficiency, content distribution, client education, and performance analytics to differentiate in a competitive landscape.

Formula Investing LLC Tech Stack

Formula Investing LLC uses 3 technology products and services including Cloudflare, Cloudflare DNS, GoDaddy, and more. Explore Formula Investing LLC's tech stack below.

  • Cloudflare
    Content Management System
  • Cloudflare DNS
    Domain Name Services
  • GoDaddy
    Web Hosting

Formula Investing LLC's Email Address Formats

Formula Investing LLC uses at least 1 format(s):
Formula Investing LLC Email FormatsExamplePercentage
FLast@formulainvesting.comJDoe@formulainvesting.com
100%

Frequently Asked Questions

What is Formula Investing LLC's phone number?

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You can contact Formula Investing LLC's main corporate office by phone at . 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 Formula Investing LLC's official website and social media links?

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Formula Investing LLC's official website is formulainvesting.com and has social profiles on LinkedIn.

How much revenue does Formula Investing LLC generate?

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As of July 2026, Formula Investing LLC's annual revenue is estimated to be $1M - $10M.

What is Formula Investing LLC's SIC code NAICS code?

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Formula Investing LLC's SIC code is 4899 - Communications Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Formula Investing LLC have currently?

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As of July 2026, Formula Investing LLC has approximately 1 employees across 2 continents, including North AmericaEurope. Key team members include Personal Trainer: M. R.. Explore Formula Investing LLC's employee directory with LeadIQ.

What industry does Formula Investing LLC belong to?

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Formula Investing LLC operates in the Financial Services industry.

What technology does Formula Investing LLC use?

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Formula Investing LLC's tech stack includes CloudflareCloudflare DNSGoDaddy.

What is Formula Investing LLC's email format?

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Formula Investing LLC's email format typically follows the pattern of FLast@formulainvesting.com. Find more Formula Investing LLC email formats with LeadIQ.
Formula Investing LLC logo

Formula Investing LLC

Financial ServicesNew Jersey, United States0-1 Employees

Formula Investing LLC is a financial services firm operating as an online money management provider based in Woodcliff Lake, New Jersey. The company aligns its investment approach with the strategy detailed in Joel Greenblatt’s book, The Little Book That Beats the Market, and is supported by Greenblatt and Blake Darcy, indicating focus on value investing principles delivered through an online platform. Its target market appears to be individual or smaller-scale investors seeking structured, research-driven management of their portfolios through an online service. The organization is part of the broader financial services industry and is positioned as a small firm offering a disciplined investment approach grounded in established value-investing concepts. The firm’s contemporary relevance is linked to its online model and association with notable figures in investing, reflecting a positioning within the digital asset and online money management space while remaining anchored in traditional value investing principles. The company’s location is specified as the New Jersey address above, and its status suggests a lean, early-stage operation within the financial services landscape. }

Section iconCompany Overview

Phone number
SIC Code
4899 - Communications Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconFunding & Financials

  • $1M - $10M

    Formula Investing LLC's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Formula Investing LLC's revenue is estimated to be in the range of $1M - $10M

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