United States · 
Who invested in WealthForge?
WealthForge's investors include SenaHill Partners, CIT GAP Funds and NRV.
20142015
$500KSeed?Crowdfunding$2.5MSeries A?Series B$2.2MVenture
United States · Venture startup
Who invested in WealthForge
Funding summaryUpdated 26 Oct 2026
$5.2Mraised across 5 rounds since 2013, from 5 sources
$500KSeed$2.5MSeries A$2.2MVenture
- Latest round
- Venture, $2.2MSept 2015
- Biggest round
- $2.5MSeries A · Apr 2014
- Investors
- 3
The funding story
Each circle is a round, placed by date and sized by amount. The line above is the running total.
- First round
- Seed, $500K Aug 2013
- Biggest round
- $2.5M Series A · Apr 2014
- Usual gap between rounds
- 8 months the median of 3
The rounds
- Sept 2015Venture$2.2M
No investor was named in the report.
From a historical funding recordSEC filing: $2.2M sold, first sale Aug 2015
- Aug 2014Series BAmount undisclosed1 returning
From a historical funding recordSEC filing: $1.0M sold, first sale Aug 2014
- Apr 2014
- Aug 2013Seed$500K2 new
From a historical funding recordSEC filing: $95K sold, first sale Nov 2010
- Aug 2013CrowdfundingAmount undisclosed1 returning
Reported by finsmes.comSEC filing: $95K sold, first sale Nov 2010
Founders and team
From WealthForge's own website: 4 on the team.
Who was in which round
The busiest backers across the latest rounds. A filled square is a round they joined; a dark one, a round they led.
Everyone who backed them
Missing a round, or an investor who was in one? Tell us.
Also claim to have backed them
This firm lists WealthForge as a portfolio company on their own website, but no report of a round names it. They are the firms' own claims, kept apart from the rounds above.
Quick answers about WealthForge
How much has WealthForge raised?
WealthForge has raised $5.2M across 5 rounds since 2013. 2 rounds did not disclose an amount, so the total is a floor.
When did WealthForge last raise?
WealthForge's most recent round was a Venture of $2.2M in Sept 2015.
What was WealthForge's biggest round?
WealthForge's largest round on record is $2.5M (Series A), in Apr 2014.
Who backed WealthForge first?
WealthForge's first round on record, in Aug 2013, was backed by CIT GAP Funds and SenaHill Partners.
What stage is WealthForge at?
WealthForge's latest named round is a Venture, in Sept 2015.
Where is WealthForge based?
WealthForge is based in the United States.
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