Formulary Financial develops solutions that integrate AI and data-driven systems to support fund administration and asset management.
Formulary Financial has raised $4.6M in total funding. The most recent round was Seed. The last funding was announced in January 2026.
Formulary Financial's investors include Alumni Ventures, Khosla Ventures, Serena Ventures, Human Ventures, Company Ventures.
Formulary Financial is headquartered in New York, United States.
Formulary Financial develops solutions that integrate AI and data-driven systems to support fund administration and asset management.
Formulary Financial is at the Seed stage.
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"Formulary Financial — Funding & Investors." VCBacked, January 20, 2026, https://www.vcbacked.co/company/formulary-financial. Accessed July 20, 2026.
VCBacked. (2026). Formulary Financial — Funding & Investors. Retrieved July 20, 2026, from https://www.vcbacked.co/company/formulary-financial
{{cite web |title=Formulary Financial — Funding & Investors |url=https://www.vcbacked.co/company/formulary-financial |website=VCBacked |access-date=July 20, 2026}}Profile data sourced and verified per the VCbacked methodology · Last funding round dated