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2009

founded

 

b2b

platform provider

 

430+

offerings completed

 

RVA

headquartered in Richmond, VA 

 

$1.5B+

historically transacted 

 

16K+

investments processed

 

Articles and Awards



Deloitte
Technology Fast 500



WeathForge Places at
#189 on the Deloitte Technology Fast 500 in 2018
#297 on the Deloitte Technology Fast 500 in 2019
UBS Rocket Logo

 

UBS Future of Finance Challenge winner
Selected from 600 participants across 52 countries


 Inc.
5000


WeathForge Places at 

#932 on the Inc. 5000 in 2018
#1156 on the Inc. 5000 in 2019
venture

 

2014 Company to Watch 
2015 Growth Company
IPA_RGB_72DPI_REV

 

"WealthForge: Opportunities for the
Modern Advisor"
E-Guide featured in IPA AltSource
Rise of the Rest Logo

 

2015 Rise of the Rest winner

Headshots

Press Inquiries
Bill Robbins
Mat Dellorso

Bill Robbins
Chief Executive Officer

Mat Dellorso
Chief Strategy Officer and Co-Founder

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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.