WealthForge

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

Contact Info

altigo@wealthforge.com

wealthforge.com/contactus

3015 W Moore Street
 Suite 102
 Richmond, VA 23230

 866.603.4115

 

 

Founded

2009

Management Team

Mat Dellorso: Co-Founder
Bill Robbins: Chief Executive Officer

Megan Bosch: Senior Director, Strategic Accounts

Strategic Partnerships

Chalice Network

 

Services

Electronic Trade Processing Technology
Managing Broker Dealer Services

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