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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

Real Estate Opportunity Zones

Do You Need to Use a Broker-Dealer for an Opportunity Zone Fund?

The latest real estate-based tax-deferral investment strategy, opportunity zone funds, has only begun to impact the market. As ...
Chris Rohde February 8, 2019 1

Taxes Opportunity Zones

What is a Qualified Opportunity Zone Fund?

What is an opportunity zone? An opportunity zone is an economically distressed area or community designated by the state in which ...
Ryan Gunn January 25, 2019 0

1031 Exchange 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

Cybersecurity Straight Through Processing

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

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

NOTE: WealthForge no longer offers services and technology for Regulation A offerings. Click to view our current services for ...
Ryan Gunn October 11, 2018 0

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 Straight Through Processing

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

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

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
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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.