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 Questions
The WealthForge annual revenue was $23.5 million in 2026.
Obie Quelland is the CTO of WealthForge.
22 people are employed at WealthForge.
WealthForge is based in Richmond, Virginia.
Top WealthForge Employees
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Obie Quelland
CTO at WealthForge
Richmond, VA, US24 -
Jim Raper
Chief Compliance Officer at WealthForge
Richmond, VA, US35 -
Lora Smith
Managing Director, IBD Distribution Services at WealthForge
San Diego, CA, US12 -
David Kangas
General Securities Representative at WealthForge
Colleyville, TX, US14 -
Trevon Compito
Senior Staff Accountant at WealthForge
Chester, VA, US21 -
Donna Arles
Financial Operations Principal at WealthForge
Richmond, VA, US13 -
Merritt Gilbert
Compliance Officer at WealthForge
Richmond, VA, US31 -
Eduardo Corona
Manager - Due Diligence at WealthForge
Richmond, VA, US34 -
Emily Tennant
Recruitment and People Strategy at WealthForge
North Canton, Ohio, United States41
