Key facts
- It has raised $4.5M; the latest was Seed Round ($4.5M) in Apr 2025.
- Notable investors include Alumni Ventures, Khosla Ventures, Company Ventures, Acrew Capital, Human Ventures — 6 tracked in total.
- Status: Privately Held (backing).
- ·The complete investor list — 6 names
- ·Watchlist + deal alerts for Formulary Financial
- ·The full record, as it builds
Funding rounds
No funding rounds for Formulary Financial are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Formulary Financial
Developer of an AI-powered fund administration platform designed to support asset managers in data handling and operational workflows. The company offers services including fund accounting, reporting, investor services, compliance, and related technology solutions, enabling businesses to manage financial data and administrative processes across the investment lifecycle.
- Sector
- Information Technology
- HQ
- New York, NY, United States
- Founded
- 2025
- Website
- formulary.co/
- Ownership
- Privately Held (backing)
Formulary Financial doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Formulary Financial shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Formulary Financial in its N-PORT filings yet. We sweep new filings monthly.