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Author: Heather Acey

Heather Acey

Heather leads brand development and marketing efforts with more than 15 years of experience in design and marketing for financial services firms. Previously, she worked in US Card Acquisition at Capital One and credit card loyalty at Affinion Loyalty Group. She holds a bachelor's degree in both Marketing and Psychology from Virginia Commonwealth University.
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WealthForge Named Finalist in 2021 Wealth Management Industry Awards

Heather Acey July 08, 2021 0

Alternatives Altigo Partnership

Phoenix American and WealthForge Announce Partnership to Deliver Straight-Through Processing for Alternative Investments

*This post was originally published by Phoenix American via PR Newswire on May, 13, 2021 SAN RAFAEL, Calif., May 13, ...
Heather Acey May 14, 2021 0

Alternatives Altigo

Altigo Rolls Out Product Focus Group to Optimize Platform for Users

WealthForge announced today that Altigo, their electronic order entry and subscription processing platform for alternative ...
Heather Acey May 11, 2021 0

Alternatives Altigo Partnership

Kingswood U.S. launches digital alternative investments platform

Originally via PRNewswire Kingswood U.S. has announced the launch of a new platform as part of the firm’s broader strategy for ...
Heather Acey March 23, 2021 0

Altigo Signs Tenth Broker-Dealer Partnership

Altigo, an electronic order entry and subscription processing platform for alternative investments, has now hit double digits in ...
Heather Acey March 10, 2021 0

Altigo Integrates with Redtail CRM Further Streamlining Alts Investment Processing

WealthForge announced today that Altigo, their electronic processing platform for alternative investments, now integrates with ...
Heather Acey March 08, 2021 0

Altigo Announcements

Altigo Successfully Completes Independent SOC 2 Type II Audit, Reinforcing Commitment to Data Security

WealthForge announced today that its electronic investment processing platform, Altigo, has successfully completed an independent ...
Heather Acey January 19, 2021 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.