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WealthForge provides technology solutions developed by regulatory experts to streamline investments into alternative securities. WealthForge was founded upon the idea that alternative capital markets are opaque, inefficient, and rife with barriers—and that needed to change. 

We aim to modernize the way alternative securities are accessed and invested in.

We set out to break these barriers, expand accessibility, and create a platform that connects sponsors, advisors, transfer agents and other participants across the entire process. Similar to what has been seen in other areas of financial services, from online banking to robo-advisors, technology has paved the way for efficiency and progress. For issuers and sponsors, we’ve created an end-to-end service to execute and manage the subscription process. For advisors, we’re making it faster and easier to invest in opportunities of interest on behalf of clients.


*Platform stats as of Q12019. Transaction dollar volume, offerings completed and investments processed are historical.

$1B+

transacted

430+

offerings completed

14K+

investments processed

Leadership

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Bill Robbins

Chief Executive Officer

Bill brings more than 20 years of experience in growing brokerage platforms and provides strategic oversight and leadership at WealthForge. Most recently, he served as President of BB&T Securities Services leading teams that supported the firm's brokerage platform and operations. He earned both an MBA and bachelor's degree from the University of Richmond.

Mat Dellorso

Mat Dellorso

Chief Strategy Officer and Co-Founder

Mat helps drive WealthForge's vision forward with his passion for innovation and background in entrepreneurship. Mat helps lead company strategy and growth and is a frequent industry speaker on how WealthForge is powering the future of private capital markets. Mat is a University of Richmond graduate and holds his Series 7, 24, 63, and 79 licenses.

Jim Raper

Jim Raper

Chief Compliance Officer

During his 30 years of experience, Jim has developed a refined understanding of the operational and financial attributes of successful companies. Jim relies on his expert knowledge about the regulatory environment to help guide both WealthForge and our clients through the complexities of raising capital online. He holds his Series 7, 24, 27, 63, 79 and 99 licenses.

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Obie Quelland

Chief Technology Officer

Obie helps ensure that WealthForge continues to innovate and scale its products and services. He began his career with Accenture and has worked for companies ranging in size from startup to Fortune 500, including SNL Financial (S&P Global), CarMax and Capital One. Obie received his B.S. in Business Administration from the University of Mary Washington and his M.S. from the University of Virginia.

Kevin Zwick

Head of Sales

Kevin has over a decade of experience in leading brokerage and wealth management complex sales teams.  In his recent role as Head of Sales for Charles Schwab’s clearing solution, he led a team to grow assets by 300%. Concurrently, Kevin helped the digital advice sales team penetrate off-platform digital advice channels through the BD, Bank, Trust, and distribution markets. 

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Kyle Engelken

Managing Director, Operations and Finance

Kyle brings a deep understanding of portfolio management and private investments to WealthForge from his tenure at Cambridge Associates. Kyle received his bachelor's at University of Richmond and MBA from the College of William and Mary. Prior to joining WealthForge, Kyle managed a portfolio of microloans in Nicaragua for a US-based non-profit.

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Heather Acey

Director of Marketing

Heather leads brand development and marketing efforts with more than a decade of experience in design and branding for financial services firms. Previously, she worked in US Card Acquisition at Capital One and credit card loyalty at Affinion Loyalty Group. She holds a bachelor's degree in both Marketing and Psychology from Virginia Commonwealth University.

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Chris Markley

Director of Product

Chris honed his ability to solve complex problems while delivering innovative product solutions during his experience at PwC Capital Markets Consulting and J.P. Morgan. He served 6 years in the U.S. Navy, working in the fields of electronic warfare and intelligence. He earned his bachelor’s degree from the College of William and Mary.

Megan Bosch

Megan Bosch

Director of Sales

Megan brings a diverse background in commercial real estate and financial services to her current role as Director of Sales for WealthForge. In her most recent post, she was responsible for launching a commercial real estate investment sales division for a regional firm serving the Southeastern US. Megan earned her bachelor's degree from St. Lawrence University, master's degree from the University of Virginia, and holds her Series 63, 7 and 24 licenses.

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Tim Boykin

Corporate Counsel

Tim focuses on strategic, firm-wide risk management, including cybersecurity and regulatory matters. His goal is to provide excellent customer service, while appropriately limiting liability, for WealthForge’s internal and external clients and stakeholders. Tim earned a bachelor’s degree from the College of William and Mary and received a JD and MBA from the University of Richmond. He holds the CIPP/US certification.

WealthForge selected from over 600 participants across 52 countries as a winner of the UBS Future of Finance Challenge

WealthForge unveils the Invest Button at FinovateSpring 2015 in front of 1,300 people in San Jose, CA.

Nasdaq's Brad Smith met with Bill Robbins, CEO, to discuss how WealthForge is making a traditionally inefficient market more efficient.

WealthForge selected by AOL's Steve Case as winner of the Rise of the Rest pitch competition.

Board of Directors

Ted Chandler

Board Chairman
Co-Founder, New Richmond Ventures

Ted offers more than 30 years of C-suite leadership, strategic and business experience to the entrepreneurial and investor ecosystem in the Richmond region and beyond. He is trusted counsel to businesses from start-up through all of their phases of growth.

Justin Brownhill

Managing Partner, SenaHill

Justin brings the unique experience of both executive management and investment banking to the Capital Markets, Financial Services, FinTech and Software sectors. Prior to starting SenaHill, Justin was the founder, CEO and Chairman of The Receivables Exchange (TRE).

Eric Tolbert

Chief Financial Officer, Hoover & Strong

Eric brings more than 25 years of experience in senior corporate finance roles for both public and private enterprises. He currently serves as CFO of Hoover & Strong, Inc. a privately held specialty metals firm, and previously served as CFO of a publicly traded S&P 500 mining company.

Bill Robbins

Chief Executive Officer

Bill joined WealthForge to steer the organization forward in its vision to bring greater efficiency to private capital markets. He works directly with the board of directors to provide strategic leadership for the company.

Mat Dellorso

Chief Strategy Officer and Co-Founder

Mat helps drive WealthForge's vision forward with his passion for innovation and background in entrepreneurship. As an advocate for shareholder value, Mat focuses on corporate growth and development.