Overview
🌐 Website:
💲 Revenue:
📍 Address:
👥 Employees:
🗓️ Established: 2025
📅 Published: January 23, 2026
✏️ Last updated: August 12, 2026
Formulary Financial, Inc.
AskAI Summary of Formulary Financial, Inc.
Generated using ISVWorld's AskAI proprietary software industry model.
📝 AskAI Recap: A modern fund administrator for asset managers that combines fund administration services with an AI-native technology platform for accounting, reporting, compliance, investor communications, and related workflows.
💬 Inclusion Rationale: Formulary is classified as ISV because the site presents an AI-native Formulary platform and associated software capabilities that clients use to manage fund operations, reporting, and investor workflows, not just a back-office service. The presence of a reusable hosted platform offered to external asset managers is sufficient ISV evidence even though the company also provides fund administration services.