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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
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WealthForge Holdings, Inc. is a diversified financial services company focused on providing private investment solutions to our customers. WealthForge Holdings, Inc. includes subsidiaries that specialize in providing technology solutions and facilitating private placements. 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.