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[Infographic] WealthForge 2017 Year in Review

2017 was another year filled with growth and major milestones for WealthForge. More than $200 million in alternative investment ...
Ryan Gunn January 25, 2018 0

Press

WealthForge Surpasses $500 Million in Investments Completed

Richmond, VA – January 18th, 2018 – WealthForge announced today they have reached a milestone of a half billion dollars in ...
Bill Robbins January 18, 2018 0

Investors Impact Investing

ESG Factors and Outperformance

The following is a guest post written by Tricia Dunlap, founder of Dunlap Law. Tricia uses her sustainability expertise to advise ...
Tricia Dunlap January 3, 2018 0

Fintech Advisors

4 Challenges Hindering Technology Adoption by Financial Advisors

Research shows that technology adoption can significantly boost AUM growth. And yet, most firms aren’t even using basic ...
Ryan Gunn December 8, 2017 0

SEC Securities ICO

Are ICOs Securities?

  With the advent of Initial Coin Offerings (“ICO”), the question of whether they are securities continues to plague the ...
Chris Rohde December 5, 2017 0

Investors PPM Compliance

7 Commons Pitfalls When Structuring a Private Offering

  There is no overstating the importance of a first impression, especially when asking people for money. For issuers raising ...
Ricky Segers November 29, 2017 0

Broker Registration Securities Real Estate Compliance

4 Lessons to Learn from a Recent FINRA Enforcement Action

  FINRA recently filed a disciplinary proceeding against a large southeastern broker dealer and two of its principals. The ...
Tim Boykin November 27, 2017 0

Broker Registration Securities

Dallas Seller’s Club, Part 2: When is a Note a Security?

This is the second installment in a series of posts about SEC enforcement action against Retirement Surety, LLC, Crescendo ...
Abby Johansen November 20, 2017 0

1031 Exchange Taxes

Proposed Tax Changes Will Not Eliminate the 1031 Exchange

  Within the last few weeks the Republican leadership in both the House and Senate released their tax plans. In light of this, we ...
Chris Rohde November 17, 2017 0

Press Capital Raise Fintech Reg A

WealthForge Debuts Its First Regulation A Offering with New Investor Workflow

  On October 25th, WealthForge launched our first Regulation A offering on our platform. The issuer, a community-driven fitness ...
Bill Robbins November 14, 2017 0