Forbes Finance Council is an invitation-only organization for top executives in financial services.

Exclusive Member Benefits

Dedicated Concierge Team

At the core of everything we do is our member concierge team. From making one-to-one introductions to peers to curating needed business services, our concierge team is committed to connecting you to the right people and resources at the right time — which is why you should consider them an extension of your own team.

Contribute Content to

As a member, you can write and submit expert business articles and short tips related to your industry for publishing on After submitting, our in-house editorial team will guide you through a hands-on professional editing process to ensure that your content meets the criteria.

Members-Only Tools

Forbes Councils’ members-only web and mobile dashboards help our members stay connected to the community and our team. Request introductions to fellow members and enjoy on-demand access to your member benefits anytime, anywhere. You can even live chat with our concierge team right from the dashboard.

Business Services Marketplace

Through our business services marketplace, you can access volume discounts and special offers from pre-qualified service providers in nearly every industry (including business and health insurance, travel, workspace, financing and accounting, and marketing solutions). Our member concierge team is available on demand to help connect you to the right services for your needs.

Travel Benefits

Book travel (and receive select discounts) directly through your member dashboard. After booking, our member concierge team reaches out with a curated list of people nearby and makes direct connections to anyone you’d like to meet. You can also email our member concierge team directly and tell them the type of individuals you’d like to meet.

Knowledge Share & Networking

Get peer insight and advice anytime through our highly engaged, 24/7 online support forums. Connect with your peers to share expertise, learn from each other and solve business challenges in a private setting. With the help of our team and tools, you get the answers you need when you need them.

Branding & Marketing Collateral

When you join Forbes Councils, our concierge team will share web badges, stickers, and blog posts that you can use to display your affiliation with Forbes Councils offline and on social media. You can use these materials to build credibility with potential customers, hires, partners and even investors.

Members-Only Discounts
From Top Providers

Forbes CEO, Mike Perlis

"The team behind Forbes Finance Council has a deep understanding of high-touch and highly personalized community management and is uniquely positioned to support the types of individuals who are accepted for membership."

Forbes Finance Council Is A Highly Selective, Quality-Over-Quantity Organization

Chief Executives in Successful Financial Services Companies

In order to qualify for a Forbes Finance Council membership, the candidate must hold an executive role at an accounting, financial planning, wealth and asset management, or investment firm with a headquarters or office located in North America.

Awards & Recognition

We look for executives whose success in the financial services industry has been recognized publicly, either by reputable community and/or industry organizations, reputable trade publications and/or the candidate’s peers.

High-Growth Business

Qualified candidates must hold an executive position at an accounting, financial planning, wealth and asset management, or investment firm with a minimum of $1M in annual revenue at the time of application.

Community Impact

We seek members who give back to the financial services ecosystem by volunteering, investing, donating and mentoring.

Do you qualify?

Before we can connect you with a member of our team to further discuss Forbes Finance Council, we must verify that you are an executive at an accounting, financial planning, wealth and asset management, or investment firm that meets the following minimum criteria:

  • generates at least $1M in annual revenue, and/or...
  • has a minimum of $1M in financing
  • and, your business has an office or headquarters located in North America.
Do I Qualify?

Forbes Finance Council Is An Innovative Community Built To Help The World’s Most Influential Financial Services Executives. This Is Our Story.

Forbes, one of the most iconic media companies in the world, and the team behind YEC, one of the most world-class entrepreneurship organizations, have partnered to create a new kind of professional community for top financial executives that proactively connects them to each other as well as best-in-class resources based on their specific business needs.

After years of talking to top professionals about what they were missing, YEC’s team started looking more closely at the professional and trade organizations available to the kinds of world-class founders, business owners, executives and professionals they work with every day. What they saw was an industry in need of an update; many such organizations offer only a limited roster of superficial benefits, and do little to connect members to each other in meaningful ways.

By partnering, YEC and Forbes combined YEC’s deep understanding of community building with Forbes' global reach and resources to create a better kind of professional organization -- one that considers what a leader needs in every facet of their business life, and provides one-on-one attention based on those individual needs.

The end result is Forbes Finance Council, a new and innovative community for executives in successful accounting, financial planning, wealth and asset management, and investment firms, who now have a place to discuss and solve pressing business challenges with their peers, share their insights via thought leadership articles on and get personalized one-on-one support from their Forbes Finance Council concierge, who acts as an extension of their own team. Concierges work with members on a regular, ongoing basis to learn about the member’s specific business needs and challenges. With that information, the concierge proactively connects the member to the right industry peers or resources exactly when they need them.

Some of those exclusive benefits and resources include the opportunity to share business insights, thought leadership and advice articles with’s nearly 38 million monthly readers; a business services concierge team to connect members with curated resources like travel concierge services, financing, insurance, a global workspace network and volume discounts from hundreds of vetted vendors; exclusive access to members-only VIP events and experiences; and peer-to-peer learning and educational content, to name a few highlights.

And because Forbes Finance Council has a rigorous selection process, every member can be assured that they are part of a vetted peer community of the highest caliber. We invite you to see if you qualify for Forbes Finance Council.

Read the full story >

Benefits of Membership

Hotel, Car Rental &
other Travel Discounts

24/7 Peer
Support Forums

Members-Only Web
and Mobile Dashboards

Contribute Content

Trusted, Vetted
Peer Community



Marketplace with
Volume Discounts