Formations is an investment firm that focuses on providing financial management solutions specifically tailored for self-employed individuals. The firm aims to help these individuals enjoy the benefits typically associated with full-time employment without having to become full-time employees themselves. Formations offers a range of services, including tax-efficient business structures, comprehensive control and visibility over business financials, and automated tax management.
The firm's investment philosophy centers on leveraging technology to simplify and optimize financial processes for the self-employed. Formations has built a notable portfolio of thousands of self-employed customers who save an average of $14,000 annually by automating their back-office operations. Key partners and decision-makers at Formations bring extensive experience in financial technology and business management, contributing to the firm's reputation for delivering significant value-added services to its clients.
