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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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Altigo Adds CNB Custody to the Platform to Bring Automation to Purchasing Alts in Retirement Accounts

Altigo and CNB Custody announced that they have incorporated CNB’s forms and processes into the platform to streamline the ...
Heather Acey March 22, 2022 0

Alta Trust Company and Altigo Team Up to Bring Electronic Alts Processing to Advisors

Alta Trust Company and Altigo are proud to announce their collaboration to deliver high quality private offerings through Alta ...
Heather Acey February 22, 2022 0

Altigo Continues to Expand its Ecosystem of Industry Leaders

Emerging from a year of significant growth in 2021, Altigo has launched a new page on its website that showcases the growing ...
Heather Acey February 15, 2022 0

Over $1 Billion Transacted on Altigo

Altigo has crossed the $1 billion mark in alternative investments completed on the platform, representing over 4,000 alts ...
Heather Acey November 18, 2021 0

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
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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.