WealthForge is a registered broker-dealer that uses regulatory expertise and technology solutions to streamline an investment in alternative securities for both issuers and advisors. Our compliance experts, specializing in Reg D 506(b) & 506(c), and Reg A offerings, take care of the time-consuming back-office activities involved with raising capital and vetting investments. Our encrypted technology platform automates the subscription process and manages the flow of funds, saving you time and money and keeping your investors happy.
At WealthForge, we believe the process of raising private capital is outdated: opaque, inefficient, and rife with barriers. As a result, capital does not flow freely: opportunities are blocked or frozen; potential is stymied.
We set out to break these barriers, expand accessibility, and let private capital find its best potential. For issuers and advisors, we’ve created an integrated service to execute and manage raising capital, from thorough compliance reviews, to subscription automation and reporting. For investors, we’re making it simpler and easier to invest in opportunities with potential.
We’re challenging the status quo in capital markets by removing barriers and reducing friction in the flow of private capital. Letting capital flow freely to the best opportunities can create exponential benefits—for all, not just a select few.
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.
WealthForge Named Fastest Growing Company in Richmond
Nasdaq Fintech Talks: WealthForge
Benzinga Announces the Winners of the 2016 Benzinga Fintech Awards Held in New York
UBS Announces the Winners of the UBS Future of Finance Challenge
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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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).
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.
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.
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.