Tag: Altigo
Sponsored: Altigo 2022 Year in Review
With lingering economic uncertainty continuing to shake up client portfolios, more and more firms are embracing straight-through processing technology, and choosing Altigo to streamline their...
Another Broker-Dealer Selects Altigo for Alternatives Platform
Newbridge Securities Corporation, a broker-dealer and investment banking firm, has selected Altigo as its “technology solution” that all its affiliated registered representatives and advisors...
Vestech Selects Altigo to Support its Alternative Investment Program
Vestech Securities, a full-service brokerage based in St. Louis, has selected Altigo as its technology service provider to “streamline and de-risk” its alternative investment...
Sponsored: Altigo Adds 46 New Sponsors to the Platform in 2022
Altigo continues to add well-known asset managers to its industry-leading electronic subscription platform for alternative investments. In fact, 2022 has seen the most sponsors...
USG Realty Capital Expands Independent Advisory Board
USG Realty Capital, an alternative investment sponsor focused on opportunity zones, announced that Audrey Kamin has been appointed chair of the company’s independent advisory...
Sponsored: Altigo Surpasses $2 Billion in Transactions
Only seven months after hitting the $1 billion mark, Altigo has crossed $2 billion in alternative investments completed on the platform, representing more than...
USG Realty Appoints Managing Broker-Dealer, Breaks Ground on Opportunity Zone Project
USG Realty Capital, an alternative investment sponsor focused on opportunity zones, has selected WealthForge as its managing broker-dealer.
WealthForge is a broker-dealer and developer of...
Sponsored: Over $1 Billion Transacted on Altigo
Altigo has crossed the $1 billion mark in alternative investments completed on the platform, representing nearly 4,000 alts subscriptions since its debut in mid-2019.
Altigo’s...
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...
