WealthForge Insights

Episode 3 - The Co-Founder: Part 3

Written by John Rickman | Mar 31, 2023 1:30:00 PM

We’re excited to share another episode of Forge in Focus, our podcast series spotlighting the people of WealthForge. In Part Three of Episode 3, “The Co-Founder,” WealthForge Co-Founder Mat Dellorso explains how the company’s scaled technology solution for processing alternative investments boosts business efficiency for its many alts industry partners.

Mat also sheds light on how the Altigo online subscription platform, has helped WealthForge become more efficient and increase the speed at which transactions can be processed:

“Just last year WealthForge Securities did over a billion-and-a-half dollars of alternative investment business through our advisors and through our managing broker-dealer clients—the fund managers that we support,” said Mat. “That was thousands of transactions. If every one of those was coming in via paper, there’s no way that we would have been able to do that much business, have margin and do it efficiently.”

Listen to the full six-minute third part of Forge in Focus Episode 3, and be sure to check back soon for Part Four!