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…
Phoenix American and WealthForge Announce Partnership to Deliver Straight-Through Processing for Alternative Investments
Phoenix American, a leading transfer agent and fund administration provider for alternative investments and WealthForge, a registered broker-dealer and…
WealthForge announced today that Altigo, their electronic order entry and subscription processing platform for alternative investments, is rolling out a series of…
Altigo, an electronic order entry and subscription processing platform for alternative investments, has now hit double digits in its expansion of broker-dealer…