Company Directory / Financial Services
PrivateFor profitFinancial ServicesRichmond, Virginia, United States
WealthForge
WealthForge offers technology solutions developed by regulatory experts to streamline investments into alternative securities.
- Founded
- 2009 17 years ago
- Staff
- 11-50 31 on LinkedIn
- Followers
- 2k on LinkedIn
- Funding
- $33M as listed, USD
WealthForge is one of the largest and most experienced managing broker-dealers of alternative investment products. With more than a decade of processing investments, WealthForge has cemented itself as an industry innovator. We've reimagined the managing broker-dealer role as a value-added service instead of just a necessary compliance hurdle. We provide a technology-forward, consultative approach to alternative investment sponsors.
Set against six million companies
Size
11-50 people: larger than 33% of companies with a size listed. 31 people list it on LinkedIn.
Age
17 years old.
Reach
Website ranked #10,021,549 in the world for traffic, about 280 visits a month. 2,323 followers on LinkedIn.
What it does
ConsultingFinanceFinancial ServicesFinTechFintechPrivate securities transactionsPrivate capital marketsReal estate investingPrivate placementsRegulatory ComplianceManaging Broker-DealerSyndicate Administration
Funding, as listed
$33M raised in total
- Rounds7
- LatestSeries unknown, Mar 2019
- Latest amountUSD 3,000,000
- Investors6, 2 leading
What the source datasets report. We have not watched these rounds ourselves.
Every detail we hold
Everything the source datasets list about WealthForge, field by field. Contact details are held but never shown.
The company
- Name
- WealthForge
- Type
- For profit
- Status
- Private
- Founded
- 2009
- Founders
- Fred Bryant, Mat Dellorso
- Industry
- Financial Services
- Categories
- Consulting, Finance, Financial Services, FinTech
- Specialities
- Fintech, Private securities transactions, Private capital markets, Real estate investing, Private placements, Regulatory Compliance, Managing Broker-Dealer, Syndicate Administration
Where
- City
- Richmond
- Region
- Virginia
- Country
- United States
- Markets
- East Coast, Southern US
Size and reach
- Staff band
- 11-50
- People on LinkedIn
- 31
- LinkedIn followers
- 2,323
- Web traffic rank
- #10,021,549
- Monthly web visits
- 280
Funding, as listed
- Total
- $33,229,072 USD
- Rounds
- 7
- Latest round
- Series unknown
- Latest round date
- Mar 2019
- Latest amount
- 3,000,000 USD
- Investors
- 6
- Lead investors
- 2
- Listing status
- private
About this record
- Sources
- Crunchbase, LinkedIn
- Last imported
- Sept 2026
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