Key facts
- Status: Privately Held (no backing).
- ·Watchlist + deal alerts for The Fortis Agency
- ·The full record, as it builds
Funding rounds
No funding rounds for The Fortis Agency are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About The Fortis Agency
The Fortis Agency is a provider of financial and insurance services, offering wealth management, disability insurance, Medicare planning, and tax services. Their goal is to empower financial advisors and brokers across the country to bring effective financial products and strategies to their clients. The agency provides access to planning strategies and insurance products.
- Sector
- Financial Services
- HQ
- Holmdel, NJ, United States
- Employees
- 21
- Website
- thefortisagency.com/
- Ownership
- Privately Held (no backing)
The Fortis Agency 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 The Fortis Agency 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 The Fortis Agency in its N-PORT filings yet. We sweep new filings monthly.