About the Company
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, was built to address common industry roadblocks, enable marketplace connections, and facilitate alternative investment transactions between reps, advisors, product sponsors, 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.
With more than 100 sponsors, BDs and RIAs on the platform, custodian form automation and new integrations such as Redtail and AI Insight, Altigo’s growth is poised to continue throughout 2021 with even more users and features being added.
With Altigo, a growing community of more than 60 BD and RIA firms benefit from:
- Diverse product offerings including 1031 Exchange DSTs, Non-Listed REITs, QOZFs, Private Equity and BDCs
- NIGO error rates less than 5%
- Investment cycle time of 2 days on average versus 3+ weeks
- High security standards with SOC 2 Type II audit
News, Announcements, and More…
CoastalOne, an independent broker-dealer (Coastal Equities) and registered investment advisor (Coastal Investment Advisors) based in Wilmington, Delaware, recently rolled out access to alternative investments for all…
In this episode of Inside the V(ALT), Bill Robbins and Megan Bosch cover some of the Altigo platform’s recent milestones, the secret to Altigo’s success, and its acceptance by broker dealers and advisors.
In this clip from Inside the V(ALT), Megan Bosch talks about Altigo’s acceptance by the broker dealer community and the impact on advisor movement.