United States · Financial services startup
United States · WealthForge
WealthForge is a leading managing broker-dealer based in Richmond, Virginia, specializing in alternative investment products.
Funding reportedLast round: Undisclosed round
About WealthForge
WealthForge is a leading managing broker-dealer based in Richmond, Virginia, specializing in alternative investment products.
Founded in 2009, the company operates a technology-driven platform that streamlines private capital transactions. WealthForge connects investment sponsors, advisors, transfer agents, and other participants, enhancing the efficiency of the investment process. The company offers a range of services, including the Altigo Technology Platform, which automates transaction processing and document management. WealthForge provides full-service broker-dealer services, including compliance administration and real-time tracking of investor subscriptions. It also offers brokerage services for private placements, Regulation A securities, and Non-traded Real Estate Investment Trusts (REITs). WealthForge serves alternative investment sponsors, registered intermediaries, retail investors, and transfer agents, positioning itself as a key player in the alternative investment sector.
What company datasets say WealthForge raised
Funding, as reported
Founders and team
From WealthForge's own website: 4 on the team.
On 3 portfolio pages
Investors who name them
Each firm lists WealthForge on its own website. That is the firm's claim, a weaker thing than a round we watched, but a named source.
The company, in detail
What they build
Known for
investment product distributiondistributionregulatory reporting toolsregulation d offeringsreal estate investingfintech solutionsinformation technology & servicesfinancial servicesmanaging brokerdealerfinancereal estate investmentstransaction dashboardinvestment managementdigital subscription documentsregulation a offeringssecurities & commodity contracts
Built with from their website
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- Sector
- Financial services
- Industry code
- NAICS 523150, SIC 6211
- Region
- Virginia
- Revenue
- $24M a year, as listed
- Full record
- Every detail in the company directory
Financial services in United States
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