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[INFOGRAPHIC] Altigo Embraced by the Alts Community

Altigo is gaining significant traction in the alternative investment community. It has experienced tremendous growth since its ...
Heather Acey February 16, 2021 0

First Altigo Client Talks Alts Industry Trends and Results

The WealthForge team recently caught up with Jay Frank, Chief Operating Officer at Cantor Fitzgerald Investment Management, to ...
Heather Acey February 11, 2021 0

Compliance

SEC Finalizes Modernized Registered Investment Adviser Marketing Rule

RIA in a Box January 19, 2021 0

Fintech Straight Through Processing COVID-19

Altigo Year in Review

With the arrival of the pandemic, 2020 brought a substantial shift in the way business is conducted. Firms that allocate to alts ...
Heather Acey December 21, 2020 0

Fintech Straight Through Processing COVID-19 Compliance

Ongoing RIA Compliance Considerations with Remote Work

RIA in a Box December 9, 2020 0

Alternatives Advisors Straight Through Processing

Allocations to Alternatives: What RIAs Are Saying

The alternative investment industry accounts for over $10 trillion and is expected to continue growing. And yet, many alternative ...
Ryan Gunn November 6, 2020 0

FINRA SEC Advisors

How Will the Newly Expanded Accredited Investor Definition Affect Wealth Managers?

On August 26th, 2020, the SEC amended the definition of accredited investor, an identifier of individuals and entities that are ...
Mat Dellorso September 8, 2020 0

Real Estate Advisors

There is a Gap Between Investor Interest in and RIA Allocations to Real Estate Investments

When investors think of investments outside of stocks and bonds, often the first thing that comes to mind is real estate. Real ...
Ryan Gunn August 25, 2020 0

Fintech Advisors Straight Through Processing

Advisors are Failing Their Best Investors When it Comes to Alternative Investments

High net worth investors come with different investing preferences and a broader set of investment options than the average ...
Ryan Gunn August 20, 2020 0

Fintech Straight Through Processing COVID-19

The Rise of FinTech During COVID-19

Financial services is one of the most highly regulated industries in the United States. The complexities of regulation create a ...
Ryan Gunn July 8, 2020 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.