When was Fortigent founded?

Fortigent was founded in 1994 and raised its 1st funding round 16 years after it was founded.

Where is Fortigent located?

Fortigent is headquartered in Rockville, United States.

Is Fortigent a funded company?

Fortigent is a funded company, having raised a total of $***** in its 1st and only funding round, a Unattributed round on Jun 29, 2010.

When was the latest funding round of Fortigent?

Fortigent's latest funding was a $***** Unattributed round on Jun 29, 2010, with participation from 0 investor. Its primary sector is Investment Tech. In United States, the Investment Tech sector has seen $1.38B in funding in 2026 to date.

Where does Fortigent rank among its competitors?

Fortigent ranks 326th amongst 664 active competitors, of which 104 are funded. It stands 9th in terms of total funding among its competitors. The most recent competitor to raise funding was Wealthy, which secured $14.5M in Nov, 2025.

Who are the top competitors of Fortigent?

Fortigent's top competitors include Addepar, KFin Technologies and FNZ. Among them, Wealthy secured the most recent funding round in November, 2025.

Fortigent - 2026 Company Profile, Team, Funding & Competitors

Fortigent is an acquired company based in Rockville (United States), founded in 1994 by Anuj Gupta. It operates as an Outsourced wealth management platform for Advisors targeting High Net Worth families. Fortigent has raised $1.15M in funding. The company has 664 active competitors, including 104 funded and 102 that have exited. Its top competitors include companies like Addepar, KFin Technologies and FNZ.

Company Details

Fortigent provides wealth management solutions and consulting services to independent advisors, banks and trust companies, and break-away brokers who require a comprehensive outsourcing solution to meet the demands of their high net worth clients. Services include a comprehensive investment platform with particular expertise in alternative investments, managed model portfolios, custodian-agnostic performance reporting, and an integrated technology tool kit that includes an end client portal, rebalancing, billing, and proposal generation.

Website: fortigent.com
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Key Metrics

Founded Year

1994

Location

Rockville, United States

Stage

Acquired

Total Funding

$1.15M in 1 round

Latest Funding Round

Unattributed, Jun 29, 2010, $*****

Ranked

326^th among 664 active competitors

Similar Companies

Addepar & 725 more

Exit Details

Acquired by LPL Financial (Jan 03, 2012)

View Fortigent's full profile

Fortigent is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
Fortigent, LLC CIN: 20-5967486 , United States, Active	Dec 31, 1993	-	-	-

Fortigent got acquired by LPL Financial on Jan 03, 2012.

Click here to take a look at Fortigent's acquisition in detail

Fortigent has raised a total funding of $1.15M over 1 round.

Here is the list of recent funding rounds of Fortigent:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jun 29, 2010	7599439	Unattributed	3711098	3594478	1835367	5703846

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View details of Fortigent's funding rounds and investors

The founders of Fortigent is Anuj Gupta.

Here are the details of Fortigent's key team members:

Anuj Gupta: Co-Founder of Fortigent.
Contact Info: 1 email address

View details of Fortigent's Founder profiles and Board Members

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Top competitors of Fortigent include Addepar, KFin Technologies and FNZ. Here is the list of Top 10 competitors of Fortigent, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Addepar 2009, Mountain View (United States), Series G	Wealth management solutions for advisors	$759M	WestCap, Valor Equity Partners & 57 others	78/100
2nd	KFin Technologies 2017, Hyderabad (India), Public	App-based platform for investments in mutual funds	$42.1M	Kotak Mahindra Bank & 12 others	75/100
3rd	FNZ 2003, London (United Kingdom), Acquired	Wealth management solutions for asset managers	$2.55B	CPP Investments, Temasek & 12 others	74/100
4th	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	Credit Suisse, Capitala Group	74/100
5th	Wealthy 2015, Bengaluru (India), Series B	Provides digital wealth management and curated investment platforms	$36.8M	Alpha Wave Global, Good Capital & 102 others	73/100
6th	Altruist 2018, Culver City (United States), Series F	Portfolio management software for financial advisors	$602M	Insight Partners, Venrock & 16 others	71/100
7th	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	Warburg Pincus, BlackRock & 2 others	70/100
8th	Broadridge 2007, Nassau (United States), Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Zühlke & 2 others	70/100
9th	Centricity 2022, Gurugram (India), Seed	Digital private wealth management platform for individuals	$24M	Burman Family Holdings, Play Holdings & 34 others	67/100
10th	AdvisorEngine 2014, New York City (United States), Acquired	Wealth management software platform empowering financial advisors with technology and services	$60.1M	WisdomTree, Kirenaga Partners	64/100
326th	Fortigent 1994, Rockville (United States), Acquired	Outsourced wealth management platform for Advisors targeting High Net Worth families	$1.15M	-	25/100