Forest Systems
Forest System’s reporting platform fully integrates a complete, double-entry general ledger (G/L) accounting system with an investment tracking capability that covers an extensive range of marketable and non-marketable investments, real estate, investment partnerships and personal assets, including collectibles. With over 100 years of combined experience serving the accounting and financial reporting needs of Single Family Offices, Multi-Client Family Offices, CPA Firms, Trusts, Estates, Partnerships and Family Foundations, our management team has created the industry’s premier accounting solution for high-net-worth investors and their investment entities.
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Verified contacts
8
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
28
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- LN
Lee Nalley
Senior Client Service Engineer · Operations
EmailPhone - MT
Maris Thomas
Implementation Specialist · Operations
EmailPhone - DC
David Campbell
- Tm · Other
EmailPhone - JV
John van Deman
Director of Product Management and Co-founder of Forest · Other
EmailPhone - MS
Monica Sieng
Controller · Finance & Accounting
EmailPhone - DM
Dylan McArthur
Customer Service Engineer · Customer/Client Service
EmailPhone - DS
Daniel Serrano
Chief Client Success Officer · Customer/Client Service
EmailPhone - EV
Edward van Deman
Chief Executive Officer and Co-founder · General Business & Management
EmailPhone
Showing 8 of 8 verified contacts
Top roles at Forest Systems
8 distinct titles indexed · top 8 shown.
- 1- tm
- 1chief client success officer
- 1chief executive officer and co-founder
- 1controller
- 1customer service engineer
- 1director of product management and co-founder of forest
- 1implementation specialist
- 1senior client service engineer
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