WealthForge

Finance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

6800 Paragon Pl Ste 237, Richmond, Virgi...

Phone Number

(804) 308-0431

Revenue

$23.5 Million

Industry

Finance Securities Trading Lending & Brokerage

About WealthForge

WealthForge is a managing broker-dealer specializing in alternative investment products that enhance back-office efficiency and reduce costs through innovative technology. With over a decade of experience, the company has established itself as a leader in the industry, providing various value-added services beyond mere compliance. Its platform offers real-time tracking for investor subscriptions and funding, reinforcing its commitment to customer success and optimized service delivery. WealthForge primarily targets institutions seeking to streamline their investment processes while benefiting from expert market insights and dedicated compliance support.Explore more
WealthForge's Social MediaSIC Code 62,621NAICS Code 52,523Show more

WealthForge Org Chart

BR
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Chief Executive Officer

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JR
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Chief Compliance Officer

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HC
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Compliance & Regulatory Senior Associate

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PS
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Due Diligence Associate

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JJ
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Compliance Analyst

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Compare insights from companies similar to WealthForge, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WealthForge

$23.5M
11-50
Private
$5.1M
2009
$30.9M
51-200
Private
-
2000
WT
William TapertSenior Managing Director, Investment Banking
$15.1M
51-200
Private
-
2015
CM
Chuck MeierManaging Director
$12.9M
11-50
Private
-
1998
$7.3M
11-50
Private
-
2012
AJ
Akriti JainTechnical Architect
$6M
51-200
Private
-
1995
N/A
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WealthForge Tech Stack

A closer look at the technologies used by WealthForge

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Frequently Asked Questions Regarding WealthForge

What is WealthForge's official website?
WealthForge's official website is www.wealthforge.com
What is WealthForge's Revenue?
WealthForge's revenue is $23.5 Million
What is WealthForge's SIC code?
WealthForge's SIC: 62,621
What is WealthForge's NAICS code?
WealthForge's NAICS: 52,523
How many employees does WealthForge have?
WealthForge has 11-50 employees
What industry does WealthForge belong to?
WealthForge is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is WealthForge competition?
WealthForge top competitors include: Young America Capital, SCORPEO Holdings, Nexsys Technologies, ACH Processing
What technology does WealthForge use?
Some of the popular technologies that WealthForge uses are: Eploy, Engage ATS, HubSpot, Empetus
How do I contact WealthForge?
WealthForge contact info: Phone number: (804) 308-0431 Website: www.wealthforge.com
What does WealthForge do?

WealthForge is a managing broker-dealer specializing in alternative investment products that enhance back-office efficiency and reduce costs through innovative technology. With over a decade of experience, the company has established itself as a leader in the industry, providing various value-added services beyond mere compliance. Its platform offe... rs real-time tracking for investor subscriptions and funding, reinforcing its commitment to customer success and optimized service delivery. WealthForge primarily targets institutions seeking to streamline their investment processes while benefiting from expert market insights and dedicated compliance support.Read More

What are WealthForge social media links?
WealthForge Linkedin page WealthForge Twitter page WealthForge Facebook page
Is WealthForge a public company?
WealthForge is private company therefore does not currently have an official ticker symbol
See more information about WealthForge

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