Insights

Expanding Service Portfolio The Forge Companies is enhancing its service offerings through recent acquisitions like Capital Now Funding, providing opportunities to cross-sell financial products such as settlement funding and trust administration services to legal clients.

Strategic Investment With TA Associates' recent strategic investment, there is increased financial backing and credibility, opening doors for targeted outreach to law firms seeking reliable financial and settlement planning solutions.

Legal Sector Focus Specializing in settlement planning, structured settlements, and trust services for plaintiff attorneys, The Forge Companies presents a focused opportunity to develop tailored financial solutions for legal practices and their clients.

Growth & Innovation The company's ongoing expansion efforts and investment in technology, including data management and analytics tools, suggest readiness to adopt new financial products and services that can improve settlement and wealth management processes.

Leadership & Talent Recent leadership hires like a senior financial consultant indicate a strong emphasis on expert expertise and personalized client service, providing an entry point for premium financial advisory and planning services.

Similar companies to The Forge Companies

The Forge Companies Tech Stack

The Forge Companies uses 8 technology products and services including BILL, Microsoft Azure Data Factory, Power BI, and more. Explore The Forge Companies's tech stack below.

  • BILL
    Accounting And Finance
  • Microsoft Azure Data Factory
    Big Data Processing
  • Power BI
    Business Intelligence
  • Duda
    Content Management System
  • Google Domains
    Domain Name Services
  • Microsoft Excel
    Editors
  • Microsoft Word
    Office Suites
  • MyWebsite Creator
    Page Builders

The Forge Companies's Email Address Formats

The Forge Companies uses at least 2 format(s):
The Forge Companies Email FormatsExamplePercentage
FLast@forgeconsulting.comJDoe@forgeconsulting.com
99%
First@forgeconsulting.comJohn@forgeconsulting.com
1%
FLast@theforgecompanies.comJDoe@theforgecompanies.com
100%

Frequently Asked Questions

Where is The Forge Companies's headquarters located?

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The Forge Companies's main headquarters is located at 3350 Riverwood Parkway Atlanta, Georgia 30339 United States. The company has employees across 3 continents, including North AmericaEuropeAsia.

What is The Forge Companies's phone number?

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You can contact The Forge Companies's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is The Forge Companies's official website and social media links?

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The Forge Companies's official website is theforgecompanies.com and has social profiles on LinkedIn.

What is The Forge Companies's SIC code NAICS code?

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The Forge Companies's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does The Forge Companies have currently?

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As of June 2026, The Forge Companies has approximately 143 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: S. P.Chief Revenue Officer (cro): P. W.Chief Marketing & Relationship Officer: B. A.. Explore The Forge Companies's employee directory with LeadIQ.

What industry does The Forge Companies belong to?

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The Forge Companies operates in the Financial Services industry.

What technology does The Forge Companies use?

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The Forge Companies's tech stack includes BILLMicrosoft Azure Data FactoryPower BIDudaGoogle DomainsMicrosoft ExcelMicrosoft WordMyWebsite Creator.

What is The Forge Companies's email format?

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The Forge Companies's email format typically follows the pattern of FLast@forgeconsulting.com. Find more The Forge Companies email formats with LeadIQ.

The Forge Companies

Financial ServicesGeorgia, United States51-200 Employees

The Forge Companies provide financial services tailored to plaintiff attorneys and their clients, guiding them through settlement planning and related financial needs. Founded in 2003 as Forge Consulting, a national agency focused on structured settlements and annuities, the company later established Advocacy Wealth Management, Advocacy Trust, and Forge Capital to cover planning, trust administration, and firm-focused support. A diverse team spanning finance, legal, compliance, operations, and marketing collaborates to offer a cohesive service suite, including traditional structured settlements and mediation support, wealth management, fee deferral, and back-office functions such as bookkeeping, payroll, and IOLTA accounting. Based in Atlanta, Georgia, the firm operates within financial services by integrating planning, administration, and capital support for plaintiff law firms and their clients. In 2026, The Forge Companies expanded its geographic reach into Texas, establishing a presence in Dallas and Houston.

Section iconCompany Overview

Headquarters
3350 Riverwood Parkway Atlanta, Georgia 30339 United States
Phone number
SIC Code
7299 - Miscellaneous Personal Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    The Forge Companies's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    The Forge Companies's revenue is estimated to be in the range of $50M$100M

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