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1031 Exchange Impact Investing Opportunity Zones

The Difference Between Opportunity Zones and 1031 Exchanges

2018 tax reform laws have created a new investment category: Opportunity Zones. Qualified Opportunity Funds join an increasingly ...
Chris Rohde January 10, 2019 0

Fintech Cybersecurity Subscription Automation

How Alternatives Can Benefit from Straight Through Processing

Straight Through Processing is a concept that may be familiar to anyone who has invested in public securities. Unlike many ...
Ryan Gunn January 6, 2019 0

Press

WealthForge Places at #189 on the Deloitte Technology Fast 500

On November 15, 2018, Deloitte announced the Technology Fast 500, their annual list of the nation’s fastest-growing technology ...
Ryan Gunn November 16, 2018 0

Investors Regulation Cybersecurity Subscription Automation

How Manual Investment Processes Expose You to Risk

According to SEC Form D data, $1.7 trillion was invested into private offerings under Regulation D in 2017. Nearly all of those ...
Ryan Gunn October 26, 2018 0

Reg A Crowdfunding Issuers

Why Successful Reg CF Issuers Should Consider Reg A for Their Next Raise

Regulation CF (also known as crowdfunding) is an exemption to the Securities Act that allows issuers to raise up to $1.07 million ...
Ryan Gunn October 11, 2018 0

Broker-Dealer Broker Registration

6 Factors to Determine if You Are an Unregistered Broker

Last year, the SEC reported 53 standalone enforcement actions in its “Broker Dealer” category. As a matter of public policy, ...
Brandy Brown September 17, 2018 0

Fintech Issuers Subscription Automation

2 Technology Tools Securities Attorneys Can Recommend to Issuer Clients

Last month, WealthForge hosted a round table in Richmond, VA with local business and securities attorneys to discuss the emerging ...
Chris Rohde September 11, 2018 0

Regulation Broker Registration Compliance Issuers

Do You Need a Securities License?

Last month Tim Boykin, WealthForge’s corporate counsel, and Jim Raper, Chief Compliance Officer, sat down with Kim Lisa Taylor, ...
Ryan Gunn August 28, 2018 0

Press

WeathForge Places at #932 on the Inc. 5000

On August 15, 2018, Inc. magazine announced the Inc. 5000, their annual list of the nation’s fastest-growing private companies, ...
Ryan Gunn August 16, 2018 0

Events Fintech

Breaking Tech-Adoption Paralysis: A Recap of the 2018 IPA Ops Tech Innovation Forum

  There appears to be a tangible shift in our industry, as discussed in many of the industry conferences this year, toward ...
Kevin Zwick August 15, 2018 0