United States · Human resources startup
United States · Forma
Forma is a San Francisco-based life benefits platform that helps companies create and manage flexible employee benefits programs.
Funding reportedLast round: Series B
About Forma
Forma is a San Francisco-based life benefits platform that helps companies create and manage flexible employee benefits programs.
Founded in 2017 by Jason Fan and Max Hsieh, Forma offers a unified software solution that simplifies HR administration and allows employees to select benefits tailored to their individual needs. The platform features a range of customizable options, including Lifestyle Spending Accounts (LSAs), Health Savings Accounts (HSAs), and Flexible Spending Accounts (FSAs). Forma's services are designed for modern companies and industry leaders looking to enhance employee engagement while reducing administrative complexity. The company has received recognition for its innovative approach, including a spot on Forbes’ 2026 list of America’s Best Startup Employers and a 2022 HR Tech Award. Forma serves a diverse clientele, including well-known organizations like Twitch, Stripe, and Zoom, making it a trusted partner in redefining employee benefits for global teams.
What company datasets say Forma raised
Funding, as reported
Founders and team
From Forma's own website: 1 founder, 8 on the team.
- Jaclyn BergerChief Operating Officer
- Adam CurryHead of Product
- Amanda DumasVP of Operations
- Danielle RossHead of Marketing & Business Development
- Joe McCabeVP of Engineering & Platform
- Kathleen HarrisHead of Consultant Relations & Strategic Programs
- Sahil ChadhaHead of Security & IT
- Darcy LattofDirector of Customer Experience
On 2 portfolio pages
Investors who name them
Each firm lists Forma on its own website. That is the firm's claim, a weaker thing than a round we watched, but a named source.
The company, in detail
What they build
Known for
benefits for government agencieshealth careautomated reimbursementsbenefits for high-growth companiesclaims automationpet careutilization reportingbenefits for small businessbenefits for financial servicesexpense reimbursementstrategic benefits planningclaims processinglsatax complianceenterpriseshrtech
Built with from their website
PlaidWistiaGoogle Tag ManagerAmazon CloudFrontCanvaAtlassianGoogle CloudLinkedin Insight TagGoogle Ads6sense
+8 more
Google WorkspaceCloudFlareViewport MetaLinkedIn AdsGoogle PlayMongoDBViteHubspot
- Sector
- Human resources
- Industry code
- NAICS 54151, 541612, 513210, SIC 7375
- Region
- California
- Revenue
- $4.5M a year, as listed
- Full record
- Every detail in the company directory
Human resources in United States
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