WealthForge seeks to enable marketplace connections, facilitate transactions, and create a frictionless path to ownership for alternative investments. With nearly a decade of experience processing alternative investments, the company has cemented itself as an industry innovator. WealthForge provides technology solutions developed by regulatory experts to streamline investments into alternative securities. Altigo, an electronic trade processing platform from WealthForge, is designed to improve the investment experience for broker-dealers, registered investment advisors, investment sponsors, and their investors by connecting all entities that contribute to a successful trade – CRM providers, compliance and education, home office review tools, custodians, transfer agents, reporting software, and more.
3015 W. Moore Street, Suite 102
Richmond, VA, 23230
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We offer Electronic Trade Processing Technology and Managing Broker Dealer Services. | |||
Year Founded | Sector | Multimedia | Senior Executives |
2009 | Overview | Bill Robbins, CEO Mat Dellorso, Co-Founder Megan Bosch, Senior Director, Business Development |