Forms Logic
Wheaton, US · Illinois corporation
Find your way into Forms Logic
300 people in our graph share verified history with the Forms Logic team — schools, employers, funds. One of them is your warm intro.
Nick Zurickunlockedknows Rick Burgess · together at Chase (overlapped)
×2knows the team · via Chase
×4knows the team · via Nortel Networks
×5knows the team · via Thunderbird School of Global Management
Forms Logic provides a cloud-based, SEC/FINRA-compliant document management and workflow platform for financial services and wealth management firms to handle account opening and back-office operations. The platform enables paperless, electronic processing with capabilities for capturing, organizing, and routing information across the financial services industry.
Founders & leadership
RB
Rick BurgessinCEO & FounderHe has held executive roles in financial services with experience in sales, business development, and risk management.
MD
Matthew D WernikoffExecutive
VP
Vladyslav PekkerExecutive
JN
Joel N FriedmaninChief Operating OfficerJoel N Friedman is Executive Officer of Forms Logic, a cloud-based document management and workflow platform for financial services firms. He has held C-suite roles in fintech, SaaS, and wealth management, with experience in business development, partnerships, and leading professional services and customer care teams.
JN
Jennifer Nientimp-SauterExecutive
FA
Frederick A AalbueNamed on SEC filing
Reported raises · per SEC filings
Form D private placements$2M disclosed across 1 round · 2025
▶$2MraisedFeb 2026 · 8 investors · Other TechnologyRule 506(b)
▶$2MraisedFeb 2026 · 8 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Frederick A AalbueDirector, Promoter
- Matthew D WernikoffExecutive Officer, Director
- Vladyslav PekkerExecutive Officer
- Joel N FriedmanExecutive Officer
- Richard L BurgessExecutive Officer, Director, Promoter
- Jennifer Nientimp-SauterExecutive Officer
- Offering amount
- $2M
- Amount sold
- $2M
- Minimum investment
- $50K
- Sales commissions
- $307.5K
- Placement agents
- Ausdal Financial Partners, Inc.
- First sale
- Aug 2025
- Incorporated
- Corporation, Illinois
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 6
by search overlap
SmartAsset27 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Wealthbox26 shared keywordsWealthbox is a CRM platform designed for financial advisors, enterprise RIA firms, and broker-dealers to manage client relationships and grow their practices. The platform integrates with leading custodians and wealthtech partners and emphasizes modern design and intuitive user experience.
Aldeninvestmentgroup26 shared keywordsAlden Investment Group is a financial services firm offering investment advisory and wealth management services including mutual funds, alternative investments, annuities, and insurance products.
Creatio25 shared keywordsCreatio is an AI-native CRM and workflow automation platform that enables users to build agents and applications through AI coding agents and no-code visual designers. It serves marketing, sales, and service teams across various industries with capabilities for lead management, sales force automation, and business process management.
Pipedrive23 shared keywordsPipedrive is a cloud-based customer relationship management (CRM) platform designed for small and medium-sized businesses to manage sales pipelines, track leads, and automate sales processes. The platform provides visual sales funnel management, email marketing integration, customer tracking, and reporting tools to help sales teams close more deals efficiently.
Right Capital22 shared keywordsRightCapital provides financial planning software used by financial advisors to build client plans, improve client engagement, and grow their practices. The platform serves financial advisory professionals in the financial planning software category.
Companies competing with Forms Logic for the same Google search keywords, organic and paid, via search-intersection analysis.
Frequently asked questions
- What does Forms Logic do?
- Forms Logic provides a cloud-based, SEC/FINRA-compliant document management and workflow platform for financial services and wealth management firms to handle account opening and back-office operations. The platform enables paperless, electronic processing with capabilities for capturing, organizing, and routing information across the financial services industry.
- Who founded Forms Logic?
- Forms Logic was founded by Rick Burgess.
- How much funding has Forms Logic raised?
- Forms Logic has disclosed $2M raised across 1 round.
- Where is Forms Logic headquartered?
- Forms Logic is headquartered in Wheaton, US.