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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.

Website http://www.wealthforge.com
Revenue $23.5 million
Employees 36 (22 on RocketReach)
Founded 2009
Address 3015 W Moore St Suite 102, Richmond, Virginia 23230, US
Phone +1 866-603-4115
Technologies
Industry Financial Services, Finance, Reg D 506(b) and 506(c) offerings, Fintech, FinTech, Private securities transactions, Private capital markets, Raising private capital, Real estate investing, Private placements, Issuers and Intermediaries, Financial Technology
Keywords Broker Dealer, Alternative Investments, Investment Products, Alternative Asset Management, Investment Management, Asset Management, Financial Services, Portfolio Management, Wealth Management, Capital Markets, Investment Banking, Investment Solutions, Structured Products, Private Equity, Hedge Funds, Real Estate Investment, Financial Technology, Fintech
Competitors Yieldstreet, Fundrise, CrowdStreet, Ground Floor Inc, RealtyMogul, PeerStreet, EquityMultiple, Patch of Land, RealtyShares, iFunding +37 more (view full list)

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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