employees in broker-dealer
We’ve re-imagined the managing broker-dealer role as a value-added service, instead of just a necessary compliance hurdle. In addition to standard services like regulatory filings, offering diligence, and commission payments, WealthForge offers sponsors and syndicate members advice, technology tools, and network connections to help you scale your business.
While other broker-dealers may support alts as part of what they do, WealthForge lives and breathes alternative investments. We have nearly a decade of experience with thousands of diligenced offerings and billions of dollars transacted. Our services are enhanced by Altigo, WealthForge’s electronic investment processing technology.
WealthForge’s team of alts experts provide advice on how to structure your offerings to make them as attractive as possible to distribution.
With Altigo you can provide distribution partners with tech tools that facilitate transactions and make it easier to do business with you.
We have syndication agreements with over 100 wealth management firms, and can create network connections to RIAs through Altigo Marketplace.
NIGO Error Rates
Order Entry Time
Investment Cycle Time
Commission Payment Turnaround
4 billing cycles
5% or less
Next billing cycle*
- Louis Rogers, Founder and CEO
Capital Square 1031**
*Stats above are based on internal estimates. NIGO errors defined as mistakes in the paperwork that require correction.
**Testimonials reflect these clients' historical experiences with WealthForge's technology and regulatory compliance 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.
***Please use the following links to access the WealthForge Form CRS Document and WealthForge Reg BI Firm Document.