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Forms Logic
Wheaton, US · Illinois corporation
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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 BurgessCEO & 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 FriedmanChief 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.
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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.