What is Forte Capital Group's NAICS code?

Forte Capital Group's NAICS code is 52 (Finance and Insurance).

Insights

Independent Value Leverage Forte Capital Group’s independent advisory positioning to target clients seeking personalized, diversified investment solutions and flexible product access beyond typical captive models.

Partnership Momentum Capitalize on the recent partnership with Ceros Financial Services to open co-sell opportunities, cross-referrals, and expanded product offerings for clients near the NYC footprint and across joint client bases.

Asset Scale Target mid to upper-mid market prospects with approximately $1B in client assets and 45 registered representatives, signaling appetite for sophisticated advisory services and scalable service models.

Technology Stack Position Forte as tech-enabled with Fidelity, Google Cloud, and DocuSign integrations to attract tech-savvy advisors and clients prioritizing secure digital workflows, onboarding, and compliance.

Growth Readiness Highlight the firm’s revenue tier and growth trajectory to engage capital partners, custodial relationships, and ancillary service providers seeking strategic alliances and expanded distribution channels.

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Forte Capital Group Tech Stack

Forte Capital Group uses 8 technology products and services including Fidelity, WordPress, Shopify, and more. Explore Forte Capital Group's tech stack below.

Fidelity
Accounting And Finance
WordPress
Content Management System
Shopify
E-commerce
Microsoft 365
Email
Google Cloud
Infrastructure As A Service
DocuSign
Miscellaneous
WP Engine
Platform As A Service
KnowBe4
Security

Media & News

Ceros Financial Services, Inc. partnered with Forte Capital Group on Jul 1st '23.
Ceros Financial Services announced that it has reached a partnership agreement with Forte Capital Group, a financial advisory firm based in New York City with approximately $1 billion in client assets and 45 registered representatives and its affiliate, Innovation X Advisors, a leading late stage venture capital firm.
Jul 28, 2022 | www.prnewswire.com

Forte Capital Group's Email Address Formats

Forte Capital Group uses at least 4 email formats:

Forte Capital Group Email Formats	Example	Percentage
FLast@fortecapitalgroup.com	JDoe@fortecapitalgroup.com	73%
Last@fortecapitalgroup.com	Doe@fortecapitalgroup.com	17%
First.Last@fortecapitalgroup.com	John.Doe@fortecapitalgroup.com	6%
FirstL@fortecapitalgroup.com	JohnD@fortecapitalgroup.com	4%

Frequently Asked Questions

What is Forte Capital Group's phone number?

You can contact Forte Capital Group's main corporate office by phone at

+1-866-969-****

. 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 Forte Capital Group's official website and social media links?

Forte Capital Group's official website is fortecapitalgroup.com and has social profiles on LinkedIn.

How much revenue does Forte Capital Group generate?

As of August 2026, Forte Capital Group's annual revenue is estimated to be $100M - $250M.

What is Forte Capital Group's SIC code and NAICS code?

Forte Capital Group's SIC code is 8741 - Management Services and NAICS code is 52 - Finance and Insurance.

How many employees does Forte Capital Group have currently?

As of August 2026, Forte Capital Group has approximately 157 employees across 3 continents, including North America, Asia and South America. Key team members include Founder: H. J., Vice President: A. B. and Senior Vice President: M. C. Explore Forte Capital Group's employee directory with LeadIQ.

What industry does Forte Capital Group belong to?

Forte Capital Group operates in the Financial Services industry.

What technology does Forte Capital Group use?

Forte Capital Group's tech stack includes Fidelity, WordPress, Shopify, Microsoft 365, Google Cloud, DocuSign, WP Engine and KnowBe4.

What is Forte Capital Group's email format?

Forte Capital Group's email format typically follows the pattern of FLast@fortecapitalgroup.com. Find more Forte Capital Group email formats with LeadIQ.

When was Forte Capital Group founded?

Forte Capital Group was founded in 2001.

Forte Capital Group

Q: How many employees does Forte Capital Group have currently?

Forte Capital Group has approximately 157 employees.

Q: What technology does Forte Capital Group use?

Forte Capital Group's tech stack includes Microsoft PowerPoint, Yoast SEO, KnowBe4, DocuSign, Twemoji.

Financial ServicesNew York, United States51-200 Employees

Forte Capital Group is a financial services firm based in New York City, located at 80 Broad Street, Floor 29, New York, NY 10004. The company employs between 51 and 200 people. It operates as a division of Ceros Financial Services and provides advisory services through AtCap Partners, LLC, which is registered with the SEC; client accounts are carried by National Financial Services LLC (a Fidelity Investments company) and AXOS Clearing. The firm emphasizes independent financial solutions and states that it creates personalized and diversified investment opportunities aligned with clients' objectives. Public materials note a partnership with Ceros Financial Services and report revenue in the range of $100 million to $250 million.