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1,400+

offerings diligenced

 


$4.4B

volume closed

 


27K

investments processed

 


16

MBD clients

 


18

employees in broker-dealer

 


>170

syndicate members

 

Is your Managing Broker-Dealer helping you grow?

We provide more than just compliance services.

We’ve re-imagined the managing broker-dealer role as a value-added service, instead of just a necessary compliance hurdle. In addition to standard services like regulatory filings, offering diligence, and commission payments, WealthForge offers sponsors and syndicate members advice, technology tools, and network connections to help you scale your business.

While other broker-dealers may support alts as part of what they do, WealthForge lives and breathes alternative investments. We have nearly a decade of experience with thousands of diligenced offerings and billions of dollars transacted. Our services are enhanced by Altigo, WealthForge’s electronic investment processing technology.

 

 

As your managing broker-dealer, you'll get:

Electronic subscription processing for your distribution partners with AltigoCheck

Supervision of production compensated wholesalers and
national accounts personnel by dedicated staffCheck

Escrow agent services for the offering at no additional cost or delay in closings Check

Offering diligence and advertising review to ensure complianceCheck

Syndicate administration utilizing selling agreements and member diligence Check

Subscription package review to ensure in-good-order statusCheck

Transaction activity dashboard to provide sponsor visibility for subscriptions/investments in progress Check

Paperless subscription documents sent to the transfer agent or custodian for
every accepted investor resulting in potential cost savingsCheck

Commission payments made as soon as 48 hours after trade approvalCheck

Creation and submission of regulatory filingsCheck


ENHANCE YOUR
OFFERINGS

WealthForge’s team of alts experts provide advice on how to structure your offerings to make them as attractive as possible to distribution.


BUILD YOUR
REPUTATION

With Altigo you can provide distribution partners with tech tools that facilitate transactions and make it easier to do business with you.


EXPAND YOUR
DISTRIBUTION

We have syndication agreements with over 100 wealth management firms, and can create network connections to RIAs through Altigo Marketplace.



NIGO Error Rates

Order Entry Time

Investment Cycle Time

Commission Payment Turnaround

WITHOUT ALTIGO


30%

2 hours

20 days

4 billing cycles

WITH ALTIGO


5% or less

20 minutes

2 days

Next billing cycle*

"Partnering with WealthForge as our managing broker-dealer has allowed us to expand our reach and simplify our back-office, enabling us to focus on business development."

 

Team-Louis-Rogers-round

- Louis Rogers, Founder and CEO
   Capital Square 1031**



*Stats above are based on internal estimates. NIGO errors defined as mistakes in the paperwork that require correction.
**Testimonials reflect these clients' historical experiences with WealthForge's technology and regulatory compliance services and may not be representative of the experiences of all clients or with other services. 
Testimonials are not a guarantee of future performance or success.
***Please use the following links to access the WealthForge Form CRS Document and WealthForge Reg BI Firm Document.

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