Forusall

$1.5BAssets under management
as of Mar 2026 · SEC Form ADV
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Tech stack

No one at Forusall has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Forusall's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Mid Atlantic Trust
Per Form ADV · $635M held · filed Mar 2024
Ascensus Trust Company
Per Form ADV · $387M held · filed Mar 2024
Fidelity
Per Form ADV · $293M held · filed Mar 2024