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One of the first businesses to grow and emerge within the working capital market during the recession, Fora Financial has established a competitive position in the marketplace, as well as a storied legacy. It all started with two college roommates who had an innate passion for small business. After graduating from Indiana University, both Jared Feldman and Dan Smith went their separate ways – Jared as an underwriter and Dan as a sales consultant. Then, the economic recession hit. Dan knew that the small businesses of America drove the U.S. economy and would need assistance to survive the default times ahead. And with both Dan and Jared coming from a long line of successful entrepreneurs and growing up immersed in the small business culture, they felt compelled to help. Prompted by Dan’s vision, they combined their financial savvy and small business knowledge to start Fora Financial in June of 2008, when the economic world felt like it was coming to an end. Over the next five years, Dan and Jared worked tirelessly to build their staff and client base from the ground up. Continually doubling their staff and revenue almost every year since its inception, Fora Financial has continued to develop transparent relationships with our clients and partners and provide them with custom, innovative funding solutions. As of our five-year anniversary in June 2013, Fora Financial has funded over 8,000 individual transactions with over 4,500 unique customers. The company has also funded more than $199 million in working capital for small businesses since its inception. Fora, meaning “marketplace” and “forum” in Latin, aligns with our mission to foster and support the small business industry. The rebrand also created efficiencies and consistencies to better serve our customers and partners. Today, Fora Financial continues to remain a competitive leader with one of the most extensive offerings and services in the small business industry. We remain dedicated to developing new, innovative ways to serve companies in an ever-changing financial market.
Founded in 1938, GLCU continues to be a growing staple in the community. Today the not-for-profit financial institution serves nearly 82,000 members and has $855 million in assets. It is headquartered in Bannockburn and has 11 branches throughout Chicagoland. GLCU also belongs to the CO-OP Shared Branching Network. Members can access accounts nationwide at over 5,600 institutions in 50 states, and at any of the 30,000 fee free CO‐OP ATMs. The credit union prides itself in building lifelong relationships and providing financial education for members during all life stages.
Charles St Comm Federal Cu is a Marion, IN-based company in the Financial Services sector.
P2Bi helps companies transform from industry newcomers to market leaders.
Monmouth County Postal Employees Credit Union is a Red Bank, NJ-based company in the Financial Services sector.