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We can help your company achieve its potential by providing access to low-cost project funding sources and economic development incentive programs. ThinkForward Financial is a SEC registered, independent municipal financial advisory firm and a NYS/NYC certified MBE. In addition, members of our team are registered with a Broker Dealer to execute capital market transactions. Our clients are case studies in community development and include well-known nonprofits, industrial and commercial enterprises, and real estate developers and owners. Since our founding in 2009, we’ve closed hundreds of financing projects with more than $2 billion in bond and loan proceeds. Our work is never “just a financial transaction.” It’s always, always, about people. People solving problems. People shaping an organization’s future.

Website http://www.thinkforwardfinancial.com
Revenue $6.2 million
Employees 3 (1 on RocketReach)
Founded 2009
Phone +1 212-269-1300
Technologies
Industry Investment Banking, Finance General, Tax-Exempt Bond Financing, Finance, New Markets Tax Credits, Small Business Administration Loans, Government Tax Benefits and Incentives Programs, Bank & Insurance Company Real Estate Loans, EB-5 Financing, Non-Bank Specialty Lenders, Real Estate Advise
Keywords Municipal Finance, Financial Advisory, Municipal Advisory, Sec Registered, Project Funding, Public Finance, Government Finance, Economic Development, Financial Consulting, Financial Planning, Municipal Bonds, Incentive Programs, Debt Financing, Bond Issuance, Investment Banking, Capital Markets, Infrastructure Finance, Investment Strategy, Underwriting
Competitors Fidelity Investments, Schwab Advisor Services, Vanguard, Merrill Lynch, E*TRADE Bank c/o E*TRADE Financial, LLC, Robinhood, Betterment, Wealthfront, Acorns, Personal Capital +39 more (view full list)
SIC SIC Code 62 Companies, SIC Code 628 Companies
NAICS NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies

ThinkForward Financial Questions

The ThinkForward Financial annual revenue was $6.2 million in 2026.

Sunil Aggarwal is the Founding Principal, Managing Director, Development Finance Specialist of ThinkForward Financial.

1 people are employed at ThinkForward Financial.

ThinkForward Financial is based in Larchmont, New York.

The NAICS codes for ThinkForward Financial are [523, 52, 5239, 52393].

The SIC codes for ThinkForward Financial are [62, 628].

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