How much funding has Financial Gravity Companies raised?

Financial Gravity Companies has disclosed $1M raised across 8 of its 10 known rounds.

Where is Financial Gravity Companies headquartered?

Financial Gravity Companies is headquartered in Lakeway, US.

Financial Gravity Companies

OTC: FGCO

Lakeway, US · Nevada corporation

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Financial Gravity Companies provides family office services and financial solutions to investment advisors and tax professionals. The company supports advisor acquisitions and offers AI-driven financial services for wealth management and advisory practices.

Enterprise Software Fintech SaaS

Founders & leadership

John PollockFounder | EVP Sales & Innovation | Co-Chairman of the BoardJohn Pollock is Director at Financial Gravity Companies, which provides family office services and AI-driven financial solutions to investment advisors and tax professionals.

Scott WintersExecutive

William NelsonExecutiveWilliam Nelson holds a Ph.D. in economics from George Mason University and previously served as co-founder and chief investment officer at EQIS, where he developed technology platforms and managed investment portfolios. He is now executive officer and director at Financial Gravity Companies, which provides family office services and AI-driven financial solutions to investment advisors and wealth management practitioners.

Jennifer WintersChief Operating OfficerShe previously co-founded a turnkey asset management platform and served nine years as Chief Compliance Officer overseeing regulatory matters with the SEC and FINRA, with over 25 years of experience in financial services compliance, operations, and technology; she holds an MBA from Quantic School of Business and Technology.

Gary NemerChief Financial Officerformer

Kaili WintersChief Compliance Officer/ EVP

Alexander BrockwayChief Legal CounselAlexander Brockway is a licensed attorney who worked in legal compliance and transactional matters at a private equity firm and founded a restaurant business in Austin, Texas. He holds an undergraduate degree from the University of Washington and serves as Executive Officer of Financial Gravity Companies, which provides family office and wealth management services to advisors and tax professionals.

Paul WilliamsFormer Vice Chairman of the Board, Chief Financial Officer and Treasurer

Edward A. LyonChief Tax Strategist and DirectorEdward A. Lyon founded TaxCoach Software in 2005, a tax planning system designed to help clients and advisors reduce tax liability, and merged the company into Financial Gravity Companies in 2015, where he serves as Chief Tax Strategist; he has authored multiple books on tax planning and advisory services and has advised thousands of business owners and financial professionals.

William Nelson, Jr.Chief Investment Officer, FGAM CEO and Board Member

Reported raises · per SEC filings

Form D private placements

$1M disclosed across 8 of 10 rounds · 2016–2026

▶$9.4KraisedJan 2026 · 1 investors · Investing

Rule 506(b)