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CONTACT US

Experience Matters.

We're one of the largest and most experienced managing broker-dealers of alternative investment products.

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More than a decade of processing
alternative investments.

WealthForge has cemented itself as an industry innovator. We've reimagined the managing broker-dealer role as a value-added service instead of just a necessary compliance hurdle.

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Offerings Diligenced

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Billion Closed

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Transactions Processed

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Clients

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Dedicated Employees

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Syndicate Members

Partnering with WealthForge as our managing broker-dealer has allowed us to expand our reach and simplify our back-office, enabling us to focus on business development.
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Louis Rogers, CEO and Founder
Capital Square
WealthForge’s platform provides real time tracking of investor subscriptions and funding from all sources in a simplified dashboard format.
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Dominic Vaccaro, President
Burlington Capital
WealthForge exemplifies customer service. I feel like they BELIEVE that my success is their success. They are beyond helpful, they anticipate roadblocks and overcome before they occur. They understand what I am trying to accomplish and help me get there.
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Michelle Kyoko Wiens, Vice President National Accounts
Capital Square

*Stats above as of April 2023. Testimonials reflect these clients' historical experiences with WealthForge's managing broker-dealer services and may not be representative of the experiences of all clients or with other services. Testimonials are not a guarantee of future performance or success.

 


LOWER COSTS

Our technology is used to reduce the paperwork associated with your offering, removing the manual data entry that's typically required by the transfer agent, saving you money on transaction fees.

 

 


DEDICATED TEAM

Our team of compliance professionals, with due diligence experience in over 1,500 offerings, provides invaluable market curated feedback on how to best structure your offerings to be optimally attractive to your distribution partners.

 

 


TECH FORWARD

Our services are enhanced by technology that provides your distribution partners with tools that enable faster order entry, reduced investment processing time, timely and accurate commission payments, and nearly error-free processing.

 
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What's a 'Tech-Enabled' Broker-Dealer?

May 11, 2023 by Heather Acey

At WealthForge, we often refer to ourselves as a “technology-enabled broker-dealer”.

But what does that mean exactly? ...

 

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A member of our sales team will be happy to answer any questions you may have.