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WealthForge Named Finalist in 2021 Wealth Management Industry Awards

Post on: July 08, 2021 | Heather Acey | 0


RICHMOND, VA (July 2021) --
WealthManagement.com, the leading resource for wealth advisors and planners, recently named WealthForge as a finalist for its 2021 Industry Awards (also known as the “Wealthies"). The Wealthies is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. View the full list of finalists here.

According to WealthManagement.com, “a record-shattering number of nominations was submitted this year—more than 900 entries were received from 346 companies, an increase of over 40% from previous years. Two hundred twenty-one organizations were selected as finalists in one or more of the firm or individual categories in the awards program.” 

Altigo, WealthForge's electronic order entry and subscription processing platform, is among six other finalists in the Alternative Investment Platform category including the AltsEdge Advisor Education program from iCapital and an Enhanced Platform from CAIS.

Altigo has become popular among a growing community of asset managers, reps and advisors as it eliminates the lengthy, paper-based process involved with submitting alternative investment subscriptions. It provides reps and advisors with a digital workflow that serves up fields and documents relevant to a particular investment reducing not-in-good-order (NIGO) errors. It also includes integrations with custodians, transfer agents, advisor CRM platforms and research training and compliance support platforms connecting all participants in the process resulting in a faster, seamless experience for reps and advisors.

Altigo recently hit another milestone with more than 2,000 transactions representing $500M+ in volume on the platform - with 1,300 transactions occurring in the first half of 2021 alone.

"We are honored to be selected as a finalist for the 2021 Wealth Management Awards," said Mat Dellorso, Co-founder at WealthForge. "We continue to feel energized by the exponential growth we're seeing on Altigo. The network effect is in full swing and we can't wait to see what the second half of this year brings."

About WealthForge
WealthForge provides technology solutions developed by experienced regulatory professionals to streamline investments into alternative securities. Altigo, the company's electronic order entry and subscription processing platform, is built to address common industry roadblocks, enable marketplace connections, and facilitate alternative investment transactions between reps, advisors, asset managers, custodians and transfer agents. With over a decade of experience processing alternative investments and developing technology solutions, WealthForge has built a reputation as an innovator in the market.

About WealthManagement.com
WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business—all from one site.

About Informa
Informa PLC is a leading, international business to business information services Group, operating in over 30 countries. We create transaction-led exhibitions and content-based events, specialist data, intelligence and marketing services products, as well as scholarly research and specialist reference-led academic content. Our products and services help businesses and professionals connect, learn, do business and gain an edge over the competition. Informa is listed on the London Stock Exchange and is a member of the FTSE 100.

About author

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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