# WealthForge: Financial services, Richmond, United States

> WealthForge: WealthForge is a leading managing broker-dealer based in Richmond, Virginia, specializing in alternative investment products.

Source: https://millionrounds.com/startup/wealthforge (Millionrounds; every figure on the page links to its filing or article)

United States · [Financial services startup](https://millionrounds.com/companies)

# WealthForge

WealthForge is a leading managing broker-dealer based in Richmond, Virginia, specializing in alternative investment products.

Funding reported Last round: Undisclosed round

Financial services Richmond, United States

Company summary

- **Founded:** 2009 17 years old
- **Team:** 35 11 to 50 people
- **Funding reported:** $33M in dollars
- **Last round:** Undisclosed round Mar 2019

How sure we are

- ✓ **Listed** We know it exists and what it does
- 2 **Funding reported** A company dataset reports a raise
- 3 **Observed** A filing or a dated announcement confirms a round

No round for WealthForge has been confirmed by a filing or an announcement yet, so nothing here counts toward an investor's record. [How we decide](https://millionrounds.com/methodology)

## 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

Reported in all **$33M** in dollars

Rounds **7**

Last round **Undisclosed round**

Last round size **$1.0M**

Last round date **Mar 2019**

Investors listed **6**

SEC Form D **$11M sold, 15 filings, last Oct 2023**

## Founders and team

From WealthForge's own website: 4 on the team.

- **Bill Robbins** Chief Executive Officer
- **Jim Raper** Chief Compliance Officer
- **Donna Arles** Financial Operations Principal
- **Merritt Gilbert** Compliance Officer

## On 3 portfolio pages

Investors who name them

- [Fund Wisdom](https://millionrounds.com/fund/fund-wisdom)
- [Motley Fool Ventures](https://millionrounds.com/fund/motley-fool-ventures)
- [SenaHill Partners](https://millionrounds.com/fund/senahill-partners)

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 distribution distribution regulatory reporting tools regulation d offerings real estate investing fintech solutions information technology & services financial services managing brokerdealer finance real estate investments transaction dashboard investment management digital subscription documents regulation a offerings securities & commodity contracts

Built with from their website

Linkedin Sign-in Amazon SES Google Tag Manager parallax.js Font Awesome Google Workspace CloudFlare Viewport Meta Amazon Simple Email Service Hubspot

+8 more

Apple Business Manager Google Meet Mobile Friendly Open Graph Amazon Route 53 jQuery RSS Salesforce Marketing Cloud Account Engagement

- **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](https://millionrounds.com/directory/wealthforge)

## Financial services in United States

Startups like it

- [**Kalshi** New York · founded 2019 *Raised*](https://millionrounds.com/company/kalshi)
- [**Temporal** founded 2022 *Raised*](https://millionrounds.com/company/temporal)
- [**Vestwell** New York · founded 2016 *Raised*](https://millionrounds.com/company/vestwell)
- [**C2FO** Kansas City · founded 2008 *Raised*](https://millionrounds.com/company/c2fo)
- [**Yieldstreet** New York · founded 2015 *Raised*](https://millionrounds.com/company/yieldstreet)
- [**Flutterwave** San Francisco · founded 2016 *Raised*](https://millionrounds.com/company/flutterwave)
- [**Corgi** San Francisco · founded 2024 *Raised*](https://millionrounds.com/company/corgi)
- [**Alpaca** San Mateo · founded 2017 *Raised*](https://millionrounds.com/company/alpaca)

## Is this your company?

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