Formulary Financial, Inc.
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About Formulary Financial, Inc.
The company is a stealth AI startup backed by Khosla Ventures and other top-tier investors. It is operating in stealth mode while pursuing a mission to transform fund administration from error-prone paperwork into data-driven intelligence for asset managers and their investors. The company plans to implement a high-touch service delivery model, data systemization, and AI-powered solutions in fund operations, starting with one asset class and rapidly expanding to others. Its target market is asset managers and their investors. With funding secured, the company has already secured 20+ initial design partners and first customers.
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