Formulary Financial
New York
About Formulary Financial
Formulary Financial designs tools that enhance financial decision-making, streamline workflows, and optimize portfolio oversight for institutional clients. Its technology applies machine learning to improve the accuracy and efficiency of financial processes while maintaining compliance with industry standards.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 1 – 10
- Total funding: $4.6M
- Funding stage: Seed
- Last round: Seed (Jan 2026)
- Website: formulary.co
- Phone: (203) 465-6556
Industries & Categories
Accounting, Finance, Financial Services, Tax Consulting
Social Profiles
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