Insights

Growing Client Base Forte Capital Group manages approximately 1 billion dollars in client assets, indicating a substantial and expanding presence in the financial advisory sector which presents opportunities for partnerships and enhanced service offerings.

Strategic Partnership Recent collaboration with Ceros Financial Services and Innovation X Advisors highlights Forte's openness to strategic alliances, providing avenues for joint ventures and technology integration to expand their service capabilities.

Technology Stack Utilizing robust platforms such as WordPress, Google Cloud, and Shopify suggests a focus on innovative digital solutions, opening prospects for advanced fintech integrations and digital transformation services.

Market Position Forte’s revenue range of 100 to 250 million, coupled with a dedicated team of 51-200 employees, indicates a sizable operation with potential for scale, making it a promising target for growth-oriented financial technology partnerships.

Focused Services Specializing in personalized and diversified investment solutions aligned with client objectives, Forte presents opportunities for firms offering complementary wealth management, estate planning, or technology-driven advisory tools.

Similar companies to Forte Capital Group

Forte Capital Group Tech Stack

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

Fidelity
Accounting And Finance
Open Graph
Content Management System
MySQL
Database
oEmbed
Dev Tools
Microsoft Excel
Editors
Microsoft Outlook
Email
Google Fonts API
Font Scripts
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 New York, New York 10004 United States. 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 NAICS code?

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

How many employees does Forte Capital Group have currently?

As of May 2026, Forte Capital Group has approximately 124 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 FidelityOpen GraphMySQLoEmbedMicrosoft ExcelMicrosoft OutlookGoogle Fonts APIJSON-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 124 employees.

Q: What technology does Forte Capital Group use?

Forte Capital Group's tech stack includes Shopify, Google Tag Manager, jQuery, Ceros, html5media.

Q: What is Forte Capital Group's NAICS code?

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

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

Company Overview

Headquarters: 80 Broad Street Floor 29 New York, New York 10004 United States
Phone number: +1-866-969-****
Website: fortecapitalgroup.com
NAICS Code: 52 - Finance and Insurance
Founded: 2001
Employees: 51-200