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, asset managers, 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 200 asset managers, BDs and RIAs on the platform, custodian form automation and integrations such as Redtail and AI Insight, Altigo’s growth has continued throughout 2021 with more users and features being added each month.

With Altigo, a growing community of more than 120 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



3015 W Moore Street
 Suite 102
 Richmond, VA 23230






Management Team

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

Megan Bosch: Senior Director, Strategic Accounts

Strategic Partnerships

Chalice Network



Electronic Trade Processing Technology
Managing Broker Dealer Services

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