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 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.
Bill brings more than 25 years of experience in growing brokerage platforms and provides strategic oversight and leadership at WealthForge. Prior to joining WealthForge in 2015, 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.
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.
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.
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.
Kevin has over a decade of experience in leading complex brokerage and wealth management sales teams. In his previous 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.
Managing Director, Marketing
Heather leads brand development and marketing efforts with more than 15 years 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.
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 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.
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.
During his more than 4 years at WealthForge, Corey has assisted WealthForge clients with both broker-dealer and technology onboarding as well as facilitated ongoing client success. Corey received his Bachelor's at the University of Richmond, his MBA from the College of William & Mary, and holds his Series 7, 24, 66, 79, and 99 licenses.
WealthForge selected from over 600 participants across 52 countries as a winner of the UBS Future of Finance Challenge
IPA Vision 2019 Sees Straight Through Processing as the Future of Alternative Investments.
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.
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).
Vice President, Motley Fool Ventures
Brendan has nearly two decades of investing and advisory experience. Prior to Motley Fool Ventures, he worked for Motley Fool's investment services and Accenture's strategy consulting practice.
Chief Executive Officer
Bill joined WealthForge to steer the organization forward in its vision to bring greater efficiency to alternative capital markets. He works directly with the board of directors to provide strategic leadership for the company.
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.