Company Information

Get to know WealthForge

Founded in 2009, WealthForge provides technology solutions to simplify the complex processes involved in raising capital for and investing in the alternative securities market. The company offers an integrated platform that helps sponsors, broker-dealers, and financial advisors manage the entire investment lifecycle, from subscription and compliance to administration and reporting. By digitizing and automating previously manual workflows, WealthForge aims to increase efficiency, reduce errors, and improve transparency for all parties involved in private capital transactions. Its services are delivered through its wholly-owned subsidiary, WealthForge Securities, LLC, which is a registered broker-dealer and member of FINRA/SIPC.

Industry

Technology White Label PlatformPRIMARY
Financial Other Service

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WealthForge

United States

Founded in

01 अग. 2009 (17 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.