Forma: Detailed Company Information & Corporate Profile
Summary
Forma is a San Francisco‑based HR‑management company founded in 2017 that helps organizations modernize their employee benefits and workplace wellness programs. The team of 100–200 professionals designs and delivers solutions in areas such as personalized benefits, health savings accounts, flexible spending accounts, commuter benefits, weight management, caregiving and family formation, along with global benefits and total rewards strategies.
Using its proprietary HRtech platform, Forma automates benefit administration, streamlines employee recognition, and supports wellness initiatives through tailored lifestyle spending accounts. The company’s independent status and $100 M–$500 M revenue range underscore its growth trajectory in the competitive benefits space.
Leadership includes Founder & CEO Jason Fan, Head of Consultant Relations Kathleen Harris, VP of Strategic Enterprise Accounts Matthew Blood, VP of Product & Engineering Joe McCabe, and Head of Marketing Danielle Ross. Customer success is driven by a team that includes Mikala Healy, Sarah Lin, Jia Ruei Chang and others who ensure smooth implementation and support across enterprises.
| Forma Website | joinforma.com |
| Social Links |   |
| Industries | |
| Forma Headquarters Address | San Francisco, CA, 94102 US |
| Company Size | 100-200 employees |
| Specialities & Services | Workplace Wellness, Employee Wellbeing, HR Automation, Benefits Administration, Lifestyle Spending Accounts, Personalized Benefits, Employee Recognition, Employee Benefits, Global Benefits, Total Rewards, HRtech, Health Reimbursement Arrangement, Flexible Spending Accounts, Health Savings Account, Weight Management, Caregiving, Family Formation, Commuter Benefits |
| Founded | 2017 |
| Estimated Annual Revenue | $100M - 500M |
| Operating Status | Independent Company |
| Updated: | 2026-09-13 |
Competitors
Name | Founded | Type | Employees |
|---|---|---|---|
| 2012 | Privately Held | 25 - 100 | |
| 2017 | Public Company | 25 - 100 | |
| 2016 | Privately Held | 10-50 | |
| 2013 | - | 100-200 |
Estimated Website Traffic
The chart shows a growth in traffic to the joinforma.com website. In August, traffic increased to 185592, compared to 174615 in the previous month. The highest traffic in 2026 was recorded in August, reaching 185592 visits.
Workforce Turnover
Number of employees switched from or switched to
Departmental sample breakdown
Length of Employment
Forma's workforce includes employees across a wide range of tenure levels.
7% have been with the company for less than 1 year33% have been with the company for 1 to 2 years20% have been with the company for 3 to 4 years20% have been with the company for 5 to 7 years7% have been with the company for 8 to 10 years13% have been with the company for more than 11 years
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Forma Corporate Information: FAQ
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