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WealthForge and Industry Transfer Agent Announce Partnership for Digital Alts Investing

Phoenix American, a transfer agent and fund administration provider for alternative investments, has partnered with WealthForge, a registered broker-dealer and developer of Altigo, a...

Kingswood Partners with WealthForge to Launch Digital Alts Investing Platform

Kingswood U.S., a network of wealth management firms that oversees more than $2.1 billion in client assets, has launched a digital retail alternative investments...

Altigo Signs Tenth Broker-Dealer Partnership

Altigo, an electronic processing platform for alternative investments, has signed its tenth broker-dealer partnership with the addition of Aurora Securities. Other broker-dealers that have joined...

Altigo Completes Third-Party Data Security Audit

WealthForge, a provider of technology services for alternative investments, reported that its electronic investment processing platform, Altigo, has completed an independent SOC 2 Type...

Altigo Automates Custodian Documents for Alternative Investments

WealthForge, a provider of technology services for alternative investments, announced that its electronic processing platform, Altigo, has added an automation feature for custodian forms. Wealthforge...

Sponsored: Inland Investments Adds Altigo to Support Electronic Processing of Alternative...

WealthForge announced today that they have signed an agreement with Inland Real Estate Investment Corporation (“Inland Investments”), one of the nation’s largest sponsors of...

Sponsored: Altigo’s Success Continues with 4 New Broker-Dealer Partnerships

Altigo, an electronic trade processing platform from WealthForge, has expanded its user-base with 4 new broker-dealer partnerships. Great Point Capital, Benchmark Investments, Colorado Financial...

Altigo Launches Digital Marketplace for RIAs to Source Alternative Investments

WealthForge, a financial technology company that helps automate investments into alternative securities, has launched Altigo Marketplace to help registered investment advisors source and allocate...

WealthForge Expands Altigo Sales Team with Two New Hires

WealthForge, a financial technology company that helps automate investments into alternative securities, has hired Skip Carleton as enterprise account executive and Jack Armstrong as...

WealthForge Hires Director of Managing Broker-Dealer Services

WealthForge, a financial technology company that helps automate investments into alternative securities, has hired Michael Roman as director of managing broker-dealer services. In his new...