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Forma

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5.0 (2)

Forma Products (11)

   
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Flexible Spending Accounts (FSAs)
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Health Care Flexible Spending Account (FSA)
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Health Savings Account (HSA)
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Lifestyle Spending Account
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COBRA Administration
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Dependent Care Flexible Spending Account (FSA)
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Health Reimbursement Arrangement (HRA)
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ICHRA Plans
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Limited Purpose Health Care Flexible Spending Account (FSA)
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Parking Account
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Transit Account

Product Description

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About this product

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Min. Group Size

250 eligible

Lives Serviced

-

Average Cost

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Forma Media

Forma video/presentation/materials Forma video/presentation/materials Forma video/presentation/materials Forma video/presentation/materials Forma video/presentation/materials Forma video/presentation/materials
Forma video/presentation/materials Play
Forma video/presentation/materials Play
Forma video/presentation/materials Play
Forma video/presentation/materials Play
Forma video/presentation/materials Play

Forma Info

Founded:

2016

Funding Summary:

40M Series B

Location:

Fremont, CA

Links:

Employees:

180

Competitors

ThrivePass ThrivePass JOON JOON HealthEquity, Inc. HealthEquity, Inc.
Forma is the leading platform for LSAs and flexible benefits, enabling employers to deliver personalized benefits for employees, increase administrative efficiency, and optimize benefits budgets. The Forma platform offers: Lifestyle Spending Accounts Rewards & Recognition Flexible Spending Accounts Health Savings... Show More

About this vendor

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

The Forma platform offers:
Lifestyle Spending Accounts
Rewards & Recognition
Flexible Spending Accounts
Health Savings Accounts
Health Reimbursement Arrangements
COBRA
Commuter Benefits

Forma was built to help employers achieve three main objectives:
#1: Give members more choice to source benefits most meaningful to them
#2: Help benefits administrators simplify their benefits administration
#3: Save companies money in the process

Forma Clients

Forma Reviews

5.0 (2)

Star Featured Review

Aaron Wild, PHR

May 5, 2025
Forma has been a great partner for years, helping us revamp our well-being program with a great lifestyle spending account that employees really appreciate. When we came to them with some new ideas for other "wallets", they helped us understand what other clients do and we launched a really great offering to support new parents.
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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