Managing a capital raise requires knowledge and expertise in both the administration of securities offerings and the regulatory requirements that accompany your offerings. If you are a sponsor planning to syndicate your products to broker-dealers or other institutions, a good first step is to engage a managing broker-dealer.
WealthForge is an experienced broker-dealer that has been processing alternative investments for nearly a decade. Our product expertise includes, but is not limited to, Regulation D private placements, private and public non-traded REITs, qualified opportunity zone funds, and 1031 exchange DSTs, in which we are a market leader.
Benefit from our expertise in regulatory compliance, including offering and issuer diligence, escrow account administration, and record transfer.
Keep your focus on your core business while we handle subscription package review and timely commission payments to syndicate members.
Access Altigo, a supplementary technology solution, to provide your distribution partners with a way to digitally subscribe to your offerings.