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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.
DHJJ Financial Advisors is a registered investment advisory firm that has been providing investment management and financial planning services to our clients since 1988. We are a highly committed, professional organization of investment advisers registered with the Securities and Exchange Commission. Not only are all of our investment advisers licensed as Certified Financial Planners™, but they are also Certified Public Accountants, which enables them to overlap their expertise in investment management, financial planning, and income tax law to provide their clients with unique solutions to their financial challenges. At DHJJ Financial Advisors, we truly enjoy helping our clients achieve their personal and financial goals. Our approach to financial planning is based on providing a full-service program that integrates investment management with income tax planning, resulting in a holistic strategy to help our clients maximize their financial success.
Saratoga's Community Federal Credit Union is a Saratoga Springs, NY-based company in the Financial Services sector.
KSL Capital Partners, LLC is a premier investor in travel & leisure across five primary sectors: hospitality, recreation, clubs, real estate and travel services. Tracing our roots back to 1992, KSL Capital Partners was formed in 2005 and has invested in over 100 businesses. Our portfolio comprises some of the most unique and experiential properties and travel and leisure companies in the world. Founded by former operators, operational efficiency is in our DNA. KSL`s dedicated in-house strategic operating team works hand-in-hand with best-in-class management teams to deliver exceptional experiences for our guests, clients, employees, partners, investors and the communities in which we operate. With offices in Denver, Colorado; Stamford, Connecticut; New York City and London, KSL has both the global footprint and local expertise to identify unique opportunities and create long-standing businesses. We have dedicated strategies across Equity, Private Credit and Tactical Opportunities.
Tarrant County Credit Union is a Fort Worth, TX-based company in the Financial Services sector.