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WealthForge Surpasses $500 Million in Lifetime Investments Completed

Post on: January 18, 2018 | Bill Robbins | 0


Richmond, VA – January 18th, 2018 – WealthForge announced today they have reached a milestone of a half billion dollars in capital investment transactions processed. These investments have helped fund more than 300 private offerings hosted on their platform, with an average offering size of $17 million.

“We’re very pleased by the momentum we’re seeing in our business. Our average offering sizecurrently $17 millionhas grown 50% in the past year. More than $200 million was invested in 2017 alone, and we’ve seen an exciting ramp up in volume heading into the new year. ” said Mat Dellorso, Chief Strategy Officer and Co-Founder.

Included in the $500 million was a recently closed $25 million litigation finance fund and a $9 million private capital raise to fund an industrial real estate acquisition, along with other opportunities in energy, commercial real estate, and technology. Also contributing was the first Regulation A (Reg A+) offering on WealthForge’s platform, which has raised capital from more than 400 investors since its October launch.

Over the past few years, WealthForge has become a key player in the alternative investment space by helping issuers and sponsors of private offerings take advantage of the latest regulatory changes through their efficient technology tools and dedicated compliance solutions team. WealthForge has been recognized by UBS, Benzinga, and Steve Case, among others, for their innovative technology platform.

“WealthForge’s scalable subscription technology and compliance services for alternative investments are pillars supporting an overall mission to increase transparency, efficiency and access to alternative investments for issuers and advisors. This milestone is a proof point of further progress on that mission and we’re tremendously proud and thankful that WealthForge has become a trusted partner for so many,” says Bill Robbins, CEO

Headed into 2018, WealthForge will continue pushing forward to develop new ways to better serve both issuers and advisors, making the process of raising private capital and investing in alternatives more modern and efficient.

If you would like to know more about their solutions, contact WealthForge here.


Disclaimer: WealthForge provides this information to our clients and other friends for educational purposes only. It should not be construed or relied upon as legal advice. Private securities offerings may have a long holding period, be illiquid, and contain a high degree of risk. Investors must be able to afford the loss of all of their principal. Projected returns may significantly differ from actual results. Past performance does not indicate future results. Potential investors should consult with a knowledgeable tax advisor prior making an investment.

About author

Bill Robbins

Bill brings more than 25 years of experience in growing brokerage platforms and provides strategic oversight and leadership at WealthForge. Prior to joining WealthForge in 2015, he served as President of BB&T Securities Services leading teams that supported the firm's brokerage platform and operations. He earned both an MBA and bachelor's degree from the University of Richmond.
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