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WealthForge Logo
WealthForge Growth Score
51
CB Rank
70908
Heat Score
48
WealthForge offers technology solutions developed by regulatory experts to streamline investments into alternative securities.
Founded
obfuscation
PrivateVenture - Series Unknown Richmond, Virginia, United States11-50 wealthforge.com
Consulting
Finance
Financial Services
FinTech
Overview

WealthForge
Total Funding
obfuscation
Growth Score
51
Heat Score
48

Total Funding
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Venture - Series Unknown raised
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Growth Score51
-3 pts
in past quarter
Heat Score 48
-4 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About WealthForge

CB Rank
70908
WealthForge offers technology solutions developed by regulatory experts to streamline investments into alternative securities.
Founded
obfuscation
PrivateVenture - Series Unknown Richmond, Virginia, United States11-50 wealthforge.com
Consulting
Finance
Financial Services
FinTech

Funding Rounds

Venture - Series Unknown
OBF
in
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Venture - Series Unknown
OBF
in
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Series A
OBF
in
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Key People

Details

Legal Name WealthForge Holdings, Inc.
Operating Status Active
Company Type For Profit
Founders  Fred Bryant, Mat Dellorso
About the Company
WealthForge provides technology solutions developed by regulatory experts to help investors invest in alternative securities more efficiently. Its Altigo platform facilitates alternative investment transactions between advisors and sponsors by enabling marketplace connections.
Phone Number +1 866 603 4115
Contact Email info@wealthforge.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Managing Broker-Dealer Services
Provides regulatory compliance, offering diligence, investor processing, syndicate administration, and commission payments for alternative investment sponsors.
Altigo Electronic Subscription Processing Platform
A technology platform that enables electronic subscription processing and straight-through processing for alternative investment offerings.

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Financials

Company Funding

Total Funding Amount 
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Number of Funding Rounds 6
Unlock company funding data, including rounds, dates, amounts, and investors.
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Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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— Venture - Series Unknown

Funding Rounds

Total Funding Amount 
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Number of Funding Rounds 6
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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Venture Round - WealthForge Logo
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Investors

Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 7 Board Members and Advisors 3 Contacts 44

Employee Profiles

Board Members and Advisors

News

News and Press

News•Oct 1, 2025
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News•Mar 23, 2021
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News•Jun 27, 2020
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News•Aug 7, 2019
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

251
-55.26%
 in past month

IT Spend

$1.5MThis year, WealthForge is projected to spend $1.5M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Corporate Financing Logo
Corporate Financing
100
Help Desk Software Logo
Help Desk Software
100
Discovery Call Logo
Discovery Call
99

Actively Used Products

27WealthForge uses 27 technology products and services including HTML5, Google Tag Manager, and  Wistia, according to G2 Stack.

Active Website Tech Count

12WealthForge is actively using 12 technologies for its website, according to BuiltWith. These include LetsEncrypt, Mobile Non Scaleable Content, and  Cloudflare JS.

Total IP

1WealthForge has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is WealthForge's headquarters? WealthForge is located in Richmond, Virginia, United States.Who invested in WealthForge? WealthForge has 6 investors including Revolution’s Rise of the Rest Seed Fund and  Revolution.When was the last funding round for WealthForge? WealthForge closed its last funding round on
obfuscation
from a Venture - Series Unknown round.Who are WealthForge's competitors? Alternatives and possible competitors to WealthForge may include CAIS, SS&C Technologies, and  Aegis Capital Corporation.How much funding has WealthForge raised to date? WealthForge has raised
obfuscation
.
Who We Are
What We Do
Helpful Links
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