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Formulary Financial

New York, United States

Formulary Financial develops solutions that integrate AI and data-driven systems to support fund administration and asset management.

$4.6M raised
Jan 2026
Seed
AccountingFinanceFinancial ServicesTax Consulting

Top Investors

Alumni VenturesKhosla VenturesSerena VenturesHuman VenturesCompany Ventures

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Frequently Asked Questions about Formulary Financial

How much funding has Formulary Financial raised?
Formulary Financial has raised $4.6M in total funding. The most recent round was Seed. The last funding was announced in January 2026.
Who are Formulary Financial's investors?
Formulary Financial's investors include Alumni Ventures, Khosla Ventures, Serena Ventures, Human Ventures, Company Ventures.
Where is Formulary Financial headquartered?
Formulary Financial is headquartered in New York, United States.
What does Formulary Financial do?
Formulary Financial develops solutions that integrate AI and data-driven systems to support fund administration and asset management.
What stage is Formulary Financial at?
Formulary Financial is at the Seed stage.
Cite this page

Free to use in articles, research, and reference works. Stable URL — will not change. Data on this page last updated .

MLA
"Formulary Financial — Funding & Investors." VCBacked, January 20, 2026, https://www.vcbacked.co/company/formulary-financial. Accessed June 3, 2026.
APA
VCBacked. (2026). Formulary Financial — Funding & Investors. Retrieved June 3, 2026, from https://www.vcbacked.co/company/formulary-financial
Wikipedia (cite web)
{{cite web |title=Formulary Financial — Funding & Investors |url=https://www.vcbacked.co/company/formulary-financial |website=VCBacked |access-date=June 3, 2026}}

Profile data sourced and verified per the VCBacked methodology. Last funding round dated .

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