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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

Fintech Advisors Straight Through Processing Altigo

How Advisors can Reduce NIGO Errors and Avoid Rework with Altigo

Any advisor who has gone through the process of allocating client assets to an alternative investment knows that NIGO errors can ...
Ryan Gunn August 9, 2019 0

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
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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.