WealthForge
Financial ServicesVirginia, United States11-50 Employees
WealthForge is a financial services company that operates as a managing broker-dealer for alternative investment products. It is described as one of the largest and most experienced in this space, with more than a decade of investment processing. The firm emphasizes a technology-forward, consultative approach to alternative investment sponsors, viewing the broker-dealer role as a value-added service rather than solely a compliance function. The company is headquartered in Richmond, Virginia, at 3015 West Moore Street Suite 102, with a workforce of 11 to 50 employees, and its website is wealthforge.com. Its platform and partner ecosystem have evolved in recent years, including the launch of BD and RIA versions in 2020, the Altigo Marketplace in 2020, and partnerships with Hartman Companies (2022) and Phoenix American Incorporated (2021) to advance electronic trade processing and subscription automation.