Finkelstein Financial Services vs Forma

Compare and evaluate Finkelstein Financial Services vs Forma based on data from reviews, publicly available sources, and thousands of searches run on Shortlister’s app sign up for a free account.

Finkelstein Financial Services offers to companies with 0 employees. Forma offers Lifestyle Spending Account, Health Savings Account (HSA), Health Care Flexible Spending Account (FSA) to companies with 1,000,000 employees.

The information in these side-by-side comparisons can be used to help your company make the best choice for its employees.

Product Description

Finkelstein Financial Services

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Forma

LSAs are ultra-customizable spending accounts. Employers set eligibility rules. Employees choose how to spend. It's the best way to support... Show More

Min. Group Size

Finkelstein Financial Services

-

Forma

250 eligible

Lives Serviced

Finkelstein Financial Services

-

Forma

-

Product Specific Features

Finkelstein Financial Services

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Forma

-

Features

Finkelstein Financial Services

Forma

✓

Global Capabilities

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

✓

GDPR Compliant

✓

SSAE 18 / SOC Audit(s) Performed

✓

3rd Party Integrations

Official Resources

Finkelstein Financial Services

Forma

Media

Finkelstein Financial Services

Forma

About

Finkelstein Financial Services

Finkelstein Financial Services is a family owned and operated insurance brokerage practicing for nearly 40 years. We are a full... Show More

Forma

Forma is the leading platform for LSAs and flexible benefits, enabling employers to deliver personalized benefits for employees, increase administrative... Show More

Founded

Finkelstein Financial Services

1990

Forma

2016

Location

Finkelstein Financial Services

1208- 808 Nelson St., Vancouver, British Columbia V6Z 2H2, CA

Forma

Fremont, CA

Employees

Finkelstein Financial Services

Not Provided

Forma

180

Funding Summary

Finkelstein Financial Services

Not Provided

Forma

40M Series B

Website

Competitors

Finkelstein Financial Services

-

Reviews

Finkelstein Financial Services

0.0 (0)

Forma

5.0 (3)

Star Featured Review

Whitney Ayers

August 12, 2025
When Garver launched its Lifestyle Spending Account (LSA), we knew we wanted a partner who believed in our goals and... More
Star Featured Review

Eric Coutryer II

May 1, 2025
Forma has been awesome! It’s been an amazing experience to provide wellness purchasing power to our employees

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