Insights

Strong Financial Position With an estimated revenue range of 100 million to 250 million dollars, Forte Capital Group demonstrates robust financial health, making it a credible partner for scaling investment solutions and expanding financial services.

Strategic Partnerships Recent collaboration with Ceros Financial Services and its affiliate Innovation X Advisors positions Forte Capital as a key player in strategic alliances, opening opportunities for joint initiatives and co-branded financial products.

Tech-Driven Operations Utilization of a modern tech stack including WordPress, Google Cloud, and Shopify indicates a focus on scalable, digital-first client engagement, which can be enhanced with advanced FinTech solutions to improve client experience.

Ambitious Expansion Serving a sizable clientele with approximately 51 to 200 employees and a focus on personalized investment solutions suggests opportunities for developing sophisticated advisory tools and expanding tailored service offerings.

Industry Position Operating in the competitive financial services industry with similar firms like Voya Financial and Wedbush Securities, Forte Capital can leverage its independence and client-centric approach to differentiate and attract high-net-worth clients seeking customized investment strategies.

Similar companies to Forte Capital Group

Forte Capital Group Tech Stack

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

WordPress
Content Management System
MySQL
Database
Shopify
E-commerce
Microsoft 365
Email
Font Awesome
Font Scripts
Google Fonts API
Font Scripts
Google Cloud
Infrastructure As A Service
JSON-LD
Javascript Frameworks

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 1 format(s):

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

Where is Forte Capital Group's headquarters located?

Forte Capital Group's main headquarters is located at 80 Broad Street, Floor 29. The company has employees across 2 continents, including North AmericaSouth America.

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.

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

Forte Capital Group's SIC code is 6799 - Investors, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Forte Capital Group have currently?

As of December 2025, Forte Capital Group has approximately 119 employees across 2 continents, including North AmericaSouth America. Key team members include Vice President Of Investments: J. M.Vice President Client Relations: S. J.Platform Partner: J. 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 WordPressMySQLShopifyMicrosoft 365Font AwesomeGoogle Fonts APIGoogle CloudJSON-LD.

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 119 employees.

Q: What technology does Forte Capital Group use?

Forte Capital Group's tech stack includes Contact Form 7, oEmbed, Google Tag Manager, Font Awesome, Google Fonts API.

Financial ServicesNew York, United States51-200 Employees

At Forte Capital Group, independence allows for expansive investment opportunities. A distinct advantage of providing independent financial solutions – we create personalized and diversified investment opportunities for clients’ unique objectives. Our people, our institution, delivers an ever-evolving suite of products and strategies with the utmost integrity and passion.



A Division of Ceros Financial Services Member FINRA/SIPC Advisory Services offered through AtCap Partners, LLC, a Registered Investment Advisor with the SEC and affiliate of Ceros. Accounts are carried by National Financial Services LLC, Member NYSE/SIPC , a Fidelity Investments ® Company” and/or AXOS Clearing, Member FINRA /SIPC