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.
- 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…
Automation and Alts: How Firms Use Automation to Gain a Competitive...
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…
Sorry, but you do not have permission to view this content.