WealthForge

WealthForge

Signal active

Organization

Contact Information

Overview

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.

About

Industries

Financial Services, Finance, FinTech, Consulting

Founded

2009

Employees

11-50

Headquarters locations

United States, North America

Social

N/A

Profile Resume

WealthForge headquartered in United States, North America, operates in the Financial Services, Finance, FinTech, Consulting sector. The company focuses on Financial Services and has secured $3.7B in funding across 112 round(s). With a team of 11-50 employees, WealthForge is actively contributing to advancements in Financial Services. Their latest funding round, Series A - WealthForge, raised $500.0K. Discover more about their projects, partnerships, and impact on our platform.

Employees

imagePlace Mat Dellorso

Mat Dellorso

Managing Principal and Co-Founder

imagePlace Jim Raper

Jim Raper

Chief Compliance Officer

imagePlace Bill Robbins

Bill Robbins

CEO

imagePlace Kyle Engelken

Kyle Engelken

CFO

imagePlace Linda Wittich

Linda Wittich

Chief Revenue Officer

imagePlace Obie Quelland

Obie Quelland

CTO

Funding Rounds

Funding rounds

7

Investors

3

Lead Investors

0

Total Funding Amount

$33.2M

Details

4

WealthForge has raised a total of $33.2M in funding over 4 rounds.

Announcement dateTransaction nameNumber of InvestorsMoney raisedLead Investor
2016Early Stage Venture
2014Early Stage Venture
2014Early Stage Venture2.5M
2013Early Stage Venture500.0K

Investors

WealthForge is funded by 19 investors.

Investor NameLead InvestorFunding RoundPartners
Kyle Zasky-FUNDING ROUND - Kyle Zasky500.0K
Justin Brownhill-FUNDING ROUND - Justin Brownhill500.0K
WealthForge-FUNDING ROUND - WealthForge500.0K
SenaHill Partners-FUNDING ROUND - SenaHill Partners500.0K

Recent Activity

There is no recent news or activity for this profile.