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Author: Mat Dellorso

Mat Dellorso

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.
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FINRA SEC Advisors

How Will the Newly Expanded Accredited Investor Definition Affect Wealth Managers?

On August 26th, 2020, the SEC amended the definition of accredited investor, an identifier of individuals and entities that are ...
Mat Dellorso September 8, 2020 0

Alternatives Advisors

5 Misconceptions about Investments in Private Securities

Private securities investments are inherently more risky, subject to restrictions, have longer hold periods, and higher fees than ...
Mat Dellorso March 22, 2018 1

Our 2018 Wish List for Capital Markets

  2017 was a fantastic year for WealthForge and capital markets as a whole. But in order to make 2018 even better, here are a few ...
Mat Dellorso January 25, 2018 0

Industry Spotlight: Litigation Finance

Litigation finance, an asset class typically reserved for institutional investors, is becoming more accessible through online ...
Mat Dellorso May 8, 2017 0

Crowdfunding Gaining Traction in the UK, But What About the US?

On May 16th of last year, the SEC granted privately-held US companies the ability to raise money from non-accredited investors ...
Mat Dellorso March 24, 2017 2

Events

Key Takeaways from the 10th Annual Southeast Venture Conference

  At the 10th annual Southeast Venture Conference (SEVC), WealthForge was one of the growth companies chosen to participate. In ...
Mat Dellorso March 23, 2016 0

Events

Three Trends Emerge at the Private Placement Industry Forum

  Recently we had the opportunity to attend the 29th Annual Private Placement Industry Forum on Debt Private Placements hosted by ...
Mat Dellorso February 16, 2016 1

SEC

Breaking News: SEC Approves Crowdfunding

  This morning in our nation’s capital, the SEC voted to approve the final rules for Title III of the JOBS Act, commonly referred ...
Mat Dellorso October 30, 2015 1

Events

Stocktoberfest 2015

  Stocktoberfest 2015 was a trader and fintech entrepreneur's delight. Howard Lindzon's fourth annual fall celebration in sunny ...
Mat Dellorso October 29, 2015 0

Events

University of Richmond's Robins School of Business C-Suite Conversation

  Fred and I were appreciative to be welcomed by our Alma Mater, The University of Richmond, to be guest speakers for their most ...
Mat Dellorso October 19, 2015 0
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