WealthForge’s managing broker-dealer services benefit established alternative investment sponsors with existing distribution through independent broker-dealers and RIAs seeking efficient syndicate administration. We work best with those with an in-house wholesaling and national accounts teams, and with those who seek a more rapid and accurate subscription process utilizing Altigo, WealthForge's straight-through processing platform.
While not limited to the following, we currently are engaged with sponsors of:
- 1031 exchange Delaware Statutory Trusts (DST)
- Private and non-traded real estate investment trusts (REIT)
- Qualified opportunity zone funds
- Syndicated Regulation D private placements
- Regulation A placements
- 40 Act funds
Additionally, for alternative asset managers with internal broker-dealer staff and functions, WealthForge provides outsourced BD administration, sales supervision, investor processing, investor data flow integration to CRM platforms, and syndicate administration and diligence.