Formula, Inc.  ·  Dallas, Texas

Powering decisions. Building businesses.

Formula is a technology holding company. We build, own and grow AI-Native businesses that help global corporations see what is happening, know what it means and act in real time.

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Who we are

Modern commerce demands modern tools. Formula responds with platforms & services designed for global companies to solve daily productivity, liquidity and profit challenges.

Formula, Inc.

What we do

Three disciplines.
One formula.

Formula puts agentic AI to work at the heart of finance and commerce: intelligence that sees business events the moment they happen, payments expertise that moves money with confidence, and platforms that keep people in control of every decision.

Decision Intelligence

Agentic, human-in-the-loop AI that sees what is changing across the enterprise, explains why it matters and recommends what to do next, while there is still time to act.

  • Real-time visibility from a single data network
  • Agentic AI with people in the loop
  • Early warning on margin, liquidity and risk
  • Performance management

Payments & Treasury

Our foundation. The tools corporate finance and treasury teams use to move money and manage exposure, now sharpened by real-time intelligence.

  • Foreign exchange transaction services
  • Liquidity management
  • Receivables reconciliation
  • Financial asset and risk management

AI-Native Platforms

Secure, API-first software that brings intelligence into the systems companies already run, with no rip-and-replace.

  • AI-Native software and platform services
  • Revenue management and accounting
  • Inventory and asset management
  • Licensing, technical support and help desk
Our approach

A long-term view,
by design.

Formula takes the long view with every company it builds. We give them shared strength and room to lead, and we keep our own profile deliberately quiet.

Built to endure

We build businesses for lasting value. Decisions are made for the next decade, not the next quarter.

Shared strength

Our companies draw on common capabilities and expertise, so each can move faster and more securely than it could alone.

Quiet by design

Our companies lead in their markets under their own names. Formula works behind them.

Headquarters
Dallas, Texas
Structure
Holding company
Clients
Global corporations
Horizon
Long term
Our companies

A family of businesses,
held privately.

Formula’s operating companies serve corporations around the world. Out of respect for our clients and partners, we keep the details of our portfolio private. For introductions, please get in touch.

Contact Formula
Formula Parent company
Decision Intelligence

Agentic AI that helps leaders see, know and act in real time.

Operating businesses
Payments & Treasury

Foreign exchange, liquidity and risk tools for corporate finance teams.

Operating businesses
AI-Native Platforms

Secure, API-first software that works inside the systems companies already run.

Operating businesses

Portfolio details available on request

Contact

Start a conversation.

We welcome inquiries about how Formula can help your organization make better decisions, manage capital with confidence and put AI to work.

Contact Formula