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Forefield Advisor

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Forefield Advisor is a sales, education, and client communication tool enabling financial advisors to deliver current resources.

Other Finance And Accounting
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Market Share of Forefield Advisor

Current Customer(s)

7

Market Share (Est.)

0.08%

Ranking

#24

Top Competitors and Alternatives of Forefield Advisor

The top three of Forefield Advisor’s competitors in the Other Finance And Accounting category are ProfitWell with 55.38%, Money Guide Pro with 13.41%, Newtek with 11.46% market share.

TechnologyDomainsMarket Share (Est.)Versus page
ProfitWell508455.38%Forefield Advisor vs ProfitWell
Money Guide Pro123113.41%Forefield Advisor vs Money Guide Pro
Newtek105211.46%Forefield Advisor vs Newtek
IRIS Software6136.68%Forefield Advisor vs IRIS Software
BlueMatrix3904.25%Forefield Advisor vs BlueMatrix
Breadwinner1371.49%Forefield Advisor vs Breadwinner
FOUNDATION Software1151.25%Forefield Advisor vs FOUNDATION Software
MileIQ850.93%Forefield Advisor vs MileIQ
ApprovalMax840.91%Forefield Advisor vs ApprovalMax
Excel Transactions530.58%Forefield Advisor vs Excel Transactions
SkyStem ART390.42%Forefield Advisor vs SkyStem ART
Personetics390.42%Forefield Advisor vs Personetics
ICE Data Services370.40%Forefield Advisor vs ICE Data Services
529 QuickView300.33%Forefield Advisor vs 529 QuickView
Money Tree Software210.23%Forefield Advisor vs Money Tree Software
Steelwedge Software210.23%Forefield Advisor vs Steelwedge Software
Modano170.19%Forefield Advisor vs Modano
AuditFile160.17%Forefield Advisor vs AuditFile
myBooks Online Accounting Software120.13%Forefield Advisor vs myBooks Online Accounting Software
Aprenita110.12%Forefield Advisor vs Aprenita
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Popular Comparisons

Top Competitors and Alternatives of Forefield Advisor

The top three of Forefield Advisor’s competitors in the Other Finance And Accounting category are ProfitWell with 55.38%, Money Guide Pro with 13.41%, Newtek with 11.46% market share.

Forefield Advisor vs ProfitWell

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Forefield Advisor vs Money Guide Pro

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Forefield Advisor vs Newtek

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Forefield Advisor vs IRIS Software

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Forefield Advisor vs BlueMatrix

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Forefield Advisor vs Breadwinner

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Forefield Advisor vs FOUNDATION Software

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Forefield Advisor vs MileIQ

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Customers of Forefield Advisor

Around the world in 2024, over 7 companies have started using Forefield Advisor as Other Finance And Accounting tool.

CustomersEmployee RangeCityRegionCountrySocial Links
Allegacy Federal Credit Union250 - 499Winston-SalemNorth CarolinaUnited States
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Ictect20 - 49BrookfieldWisconsinUnited States
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Software Connect10 - 19MilwaukeeWisconsinUnited States
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Ascent Venture Partners10 - 19BostonMassachusettsUnited States
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SUSAN B WEINER0 - 9NewtonMassachusettsUnited States
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Simply Organized0 - 9ConcordCaliforniaUnited States
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Tracy Stewart CPA, PLLC0 - 9College StationTexasUnited States
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Forefield Advisor Customers by Products and Services

The top three products and services offering customers that use Forefield Advisor for Other Finance And Accounting are Xml Content Services (1), Savings (1), Webbanking (1).

Customers

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Forefield Advisor Customers by Employee Size

The majority of Forefield Advisor's customers for the other-finance-and-accounting category fall in the company size of 0 - 9 employees (3 companies), 10 - 19 employees (2 companies), 20 - 49 employees (1 companies).

Employee Size

Forefield Advisor Customers by Geography

The top three geographies of Forefield Advisor for other-finance-and-accounting are the United States with 7(100.00%) customers respectively.

Customers

Employees of Forefield Advisor

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Also see other Products/Services by Forefield Advisor in:

Other Finance And Accounting

FAQ

Find answers to the most often asked questions by users.

Who are the top Forefield Advisor competitors?

Forefield Advisor’s Top competitors in the other-finance-and-accounting category are ProfitWell, Money Guide Pro, Newtek. You can view a full list of Forefield Advisor competitors here. 6sense uses advanced data mining and AI algorithms to track customers and competitors of Forefield Advisor and 40,000 other technologies on the internet. You can also compare Forefield Advisor and its feature with top competitors here : Forefield Advisor vs ProfitWell Forefield Advisor vs Money Guide Pro Forefield Advisor vs Newtek.

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What is Forefield Advisor customer distribution based on company size?

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What is Forefield Advisor market share in the other-finance-and-accounting?

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What are the top countries that use Forefield Advisor?

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What are the top industries that use Forefield Advisor?

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Justine Lyon

Justine Lyon

Senior VP of Sales, Ally

At my previous organization we used Zoominfo and LInkedIn Navigator for contact, Bombora for intent and DiscoverOrg for account info. When I joined Ally where we use 6sense, I found it to be as valuable as all the other tools combined!

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