What is Forte Capital Group's NAICS code?

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

Insights

Strategic partnership Forte Capital Group recently announced a partnership with Ceros Financial Services and Innovation X Advisors, signaling openness to expanded distribution and co-branded product opportunities that sales teams can leverage to offer joint solutions and access a broader client base.

Affiliation and custody As an advisory serving through AtCap Partners and custodial arrangements with National Financial Services and AXOS, Forte can position itself as a trusted, full-service platform for multi-custody trading and risk-managed portfolios, appealing to advisors seeking reliability and scale.

Asset scale With approximately one billion in client assets and 45 registered representatives, Forte presents a sizeable client base and advisor network for cross-sell of alternative strategies, diversified portfolios, and ongoing wealth management services.

Independent value The emphasis on independence and personalized investment opportunities suggests opportunities to tailor bespoke solutions for high-net-worth and institutional clients seeking objective, non-affiliated investment approaches.

Tech and branding readiness Active use of familiar fintech and marketing tech (Fidelity, WordPress, Shopify, Open Graph) indicates a foundation for digital client acquisition, streamlined onboarding, and scalable content-driven marketing to attract new advisors and clients.

Similar companies to Forte Capital Group

Forte Capital Group Tech Stack

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

Fidelity
Accounting And Finance
WordPress
Content Management System
Open Graph
Content Management System
oEmbed
Dev Tools
Shopify
E-commerce
Microsoft PowerPoint
Editors
Microsoft Outlook
Email
jQuery Migrate
Javascript Libraries

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

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

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

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

How many employees does Forte Capital Group have currently?

As of July 2026, Forte Capital Group has approximately 116 employees across 1 continents, including North America. Key team members include Founder: H. J.Vice President: A. B.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 FidelityWordPressOpen GraphoEmbedShopifyMicrosoft PowerPointMicrosoft OutlookjQuery Migrate.

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 116 employees.

Q: What technology does Forte Capital Group use?

Forte Capital Group's tech stack includes PHP, BugHerd, Ceros, Microsoft 365, WordPress.

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.