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
98

United States Of America
98

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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H. A.
Director Of Marketing
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E. C.
Manager - Due Diligence
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H. H.
Qa Manager
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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

K. K.
Syndications Coordinator
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United StatesVirginia
Jul 07, 2024
L. B.
Associate, Broker Dealer Operations
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Email
Jul 09, 2024
M. H.
Quality Assurance And Business Analyst Intern
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Email
United States
Sep 12, 2024
M. G.
Verifications Specialist
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Email
UNITED STATES
Mar 07, 2023
M. G.
Compliance Analyst
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United StatesVirginia
Jul 31, 2024
N. G.
Software Developer
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Email
UNITED STATES
Jul 07, 2024
P. S.
Hr And Office Coordinator
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Email
United StatesVirginia
Sep 06, 2024
P. S.
Legal Intern
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Email
United StatesVirginia
Sep 10, 2024
R. M.
Client Success Associate
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Email
UNITED STATES
Apr 07, 2023
S. R.
Marketing Coordinator
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Email
UNITED STATES
Jul 09, 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 1 continents, including North America.

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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