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.

Founded in

United States