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Fintech Advisors

Change is Hard: 5 Steps to Successfully Roll Out New Advisor Technology at Your Firm

Financial advisory firms tend to be slow at adopting technology. As recently as 2018, the majority of firms didn’t have basic ...
Ryan Gunn January 18, 2020 0

Alternatives Fintech Straight Through Processing

ADISA Focus on Alternatives Part 1: Inefficiencies and High Error Rates in Alternative Investment Processes

Last year at the ADISA Annual Conference, WealthForge CEO Bill Robbins joined Damon Elder, Publisher at TheDIWire.com for a ...
Ryan Gunn January 17, 2020 0

Real Estate Fintech 1031 Exchange Straight Through Processing

[INFOGRAPHIC] How Passive Real Estate Ownership is Propelling the 1031 Exchange Market to New Heights in 2020

1031 Exchanges are on the rise. In 2019, the market reached $3.49 billion a 40% increase from 2018. All indicators are pointing ...
Ryan Gunn January 13, 2020 0

Fintech 1031 Exchange Opportunity Zones Non-traded REITs Altigo

3 Real Estate Investment Offering Types Available on Altigo

Altigo serves to streamline alternative investments, turning a lengthy and manual transaction process into a quick, accurate, and ...
Ryan Gunn November 19, 2019 0

Fintech Advisors

5 Challenges Hindering Technology Adoption by Financial Advisors

While the financial industry as a whole is rather quick to adapt to the digital age, not all segments of the industry are equally ...
Ryan Gunn November 7, 2019 0

Advisors

Unprepared Advisors Stand to Collectively Lose Trillions in AUM in Wealth Transfer

Advisors could be in trouble. Over the next 25 years, baby boomers are expected to pass $68 trillion on to their children in the ...
Ryan Gunn October 16, 2019 0

Alternatives Fintech Straight Through Processing

Are Electronic Signatures Valid for Alternative Investments?

New technology tools have enabled online processing of alternative investments. However, a fundamental question when using such ...
Tim Boykin October 10, 2019 0

Alternatives Fintech Advisors

How Custodians Retain Advisors and Attract New Firms

Custodians compete over advisors who manage the approximately $46 trillion in invested assets in the United States. But not all ...
Ryan Gunn September 20, 2019 0

Fintech Altigo

Gain Transparency into Alternative Investments in Progress with Altigo

Investments into alternative assets have historically been a slow and manual process, with documents mailed or faxed between ...
Ryan Gunn September 18, 2019 0

Fintech Cybersecurity Straight Through Processing

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 September 11, 2019 0
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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.