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Sponsors Managing Broker-Dealer

Managing Broker-Dealers: Benefits to Investment Sponsors with Selling Syndicates

A managing broker-dealer (also known as a dealer-manager) can provide significant value to its sponsor partners by bringing a ...
Chris Rohde July 29, 2019 0

Alternatives Fintech Cybersecurity Sponsors

A 3-Part Cybersecurity Framework for Alternative Investment Sponsors

Sponsors of alternative investments are increasingly turning to technology to assist with investor data collection, processing, ...
Tim Boykin June 28, 2019 0

Alternatives Fintech Advisors Straight Through Processing

High Net Worth Investors Want Alternative Investments, Technology, and Improved Customer Experience

High net worth individuals, defined as those with $3 million or more in investable assets, are golden geese for an investment ...
Ryan Gunn June 19, 2019 0

Real Estate Opportunity Zones

The Latest IRS Opportunity Zone Guidance Clarifies Tax Incentives and More

Qualified opportunity zone funds are a relatively new investment vehicle that was created under the 2017 Tax Cuts and Jobs Act to ...
Kyle Yenney June 19, 2019 0

Alternatives Fintech Advisors Straight Through Processing

Grow Your Advisory Firm Using Technology, Alternatives, and Economies of Scale

When trying to increase their profitability, an advisor can grow their firm’s assets under management (AUM), grow ...
Ryan Gunn May 31, 2019 0

Real Estate Advisors Non-traded REITs

Recent Developments Breathe New Life into Non-Traded REITs

After years of decline, the non-traded REIT market is back on the rise thanks to a combination of changes in regulation, product ...
Kyle Engelken May 1, 2019 0

Real Estate Advisors Non-traded REITs

The Differences Between Publicly-Traded, Non-Traded, and Private REITs

REITs (Real Estate Investment Trusts) have become a popular investment vehicle due to the potential for diversification, regular ...
Ryan Gunn April 10, 2019 0

Alternatives Fintech Straight Through Processing

[PODCAST] Alternatives and the Need to Automate the Investing Process

On March 20th, 2019, WealthForge CEO, Bill Robbins, joined Mike Consol, editor of Real Assets Adviser magazine, to discuss the ...
Ryan Gunn April 3, 2019 0

Alternatives Advisors Straight Through Processing

The Long Road to Straight Through Processing for Alternatives

On February 21, 2019, WealthForge CEO, Bill Robbins, joined a group of leaders in the alternative investment space to discuss ...
Ryan Gunn March 12, 2019 0

Real Estate Advisors Non-traded REITs

Non-Traded REITs 101: The Benefits and Risks to Investors

What is a REIT? A REIT (Real Estate Investment Trust) is a tax-advantaged investment vehicle created in 1960 as part of the Cigar ...
Ryan Gunn February 13, 2019 1
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WealthForge Holdings, Inc. is a diversified financial services company focused on providing alternative securities transaction solutions to our customers. WealthForge Holdings, Inc. includes subsidiaries that specialize in providing technology solutions and facilitating alternative securities transactions. WealthForge Holdings, Inc. is the parent company of WealthForge Securities, LLC and WealthForge Technologies, LLC. WealthForge Holdings, Inc.; WealthForge Securities, LLC; and WealthForge Technologies, LLC are separate but affiliated companies. All securities and investment products are offered by WealthForge Securities, LLC, a registered broker-dealer with FINRA and member of SIPC. Check the background of this firm on FINRA's BrokerCheck.