WealthForge Employee Directory

Financial ServicesVirginia, United States11-50 Employees

WealthForge is one of the largest and most experienced managing broker-dealers of alternative investment products. With more than a decade of processing investments, WealthForge has cemented itself as an industry innovator. We've reimagined the managing broker-dealer role as a value-added service instead of just a necessary compliance hurdle.  We provide a technology-forward, consultative approach to alternative investment sponsors.

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WealthForge Global Highlights

North America
92

United States Of America
92

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

WealthForge's Leadership

J. R.
Chief Compliance Officer
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O. Q.
Chief Technology Officer
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R. B.
Vice President Of Retail
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K. Z.
Head Of Sales
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M. D.
Co-Founder
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E. C.
Manager - Due Diligence
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H. H.
Qa Manager
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K. G.
Manager, Investor Operations
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WealthForge Employee Metrics

100%

50%

0%

2024

2023

Analytics
Engineering
Business Development
Customer Success
Legal
Other
Marketing

Contact profiles from WealthForge

Name

Title

Contact Info

Location

Last Update

R. H.
Senior Client Success Associate
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United StatesVirginia
Oct 21, 2024
R. F.
Product & Operations
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Email
Oct 28, 2024
B. D.
Associate
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Email
UNITED STATES
Mar 07, 2023
C. W.
Customer Advocate
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UNITED STATES
Mar 07, 2023
C. H.
Operations Analyst
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United StatesVirginia
Sep 13, 2024
C. S.
Customer Success Associate
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Email
United StatesVirginia
Mar 04, 2024
C. R.
Corporate Counsel
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Email
United StatesVirginia
Oct 17, 2024
C. B.
Analyst, Due Diligence
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Email
United StatesVirginia
Oct 23, 2024
C. W.
Sales-Marketing Int
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Email
United StatesColorado
Sep 12, 2024
C. G.
Business Development For Energy Capital Raises And Transactions.
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Email
United StatesFlorida
Feb 05, 2024

Frequently Asked Questions

What is WealthForge known for?

WealthForge was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 3015 W Moore St Suite 102 Richmond, Virginia 23230 US; you can contact the main corporate office by phone at

+1-804-308-****

. Explore WealthForge's company overview page for more information.

What is WealthForge's most common email format?

WealthForge employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WealthForge email formats with LeadIQ.

How many employees does WealthForge have currently?

WealthForge has approximately 32 employees as of August 2024. These team members are located across 2 continents, including North AmericaEurope.

Who are WealthForge's key employees and leadership?

As of August 2024, WealthForge's key employees include:

Chief Compliance Officer: J. R.
Chief Technology Officer: O. Q.
Vice President Of Retail: R. B.
Head Of Sales: K. Z.
Co-Founder: M. D.

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