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Fintech Altigo

Gain Transparency into Alternative Investments in Progress with Altigo

Investments into alternative assets have historically been a slow and manual process, with documents mailed or faxed between ...
Ryan Gunn September 18, 2019 0

Fintech Cybersecurity Straight Through Processing

How Alternatives Can Benefit from Straight Through Processing

Straight Through Processing is a concept that may be familiar to anyone who has invested in public securities. Unlike many ...
Ryan Gunn September 11, 2019 0

Fintech Advisors Straight Through Processing Altigo

How Advisors can Reduce NIGO Errors and Avoid Rework with Altigo

Any advisor who has gone through the process of allocating client assets to an alternative investment knows that NIGO errors can ...
Ryan Gunn August 9, 2019 0

Alternatives Fintech Cybersecurity Sponsors

A 3-Part Cybersecurity Framework for Alternative Investment Sponsors

Sponsors of alternative investments are increasingly turning to technology to assist with investor data collection, processing, ...
Tim Boykin June 28, 2019 0

Real Estate Opportunity Zones

The Latest IRS Opportunity Zone Guidance Clarifies Tax Incentives and More

Qualified opportunity zone funds are a relatively new investment vehicle that was created under the 2017 Tax Cuts and Jobs Act to ...
Kyle Yenney June 19, 2019 0

Real Estate Advisors Non-traded REITs

Recent Developments Breathe New Life into Non-Traded REITs

After years of decline, the non-traded REIT market is back on the rise thanks to a combination of changes in regulation, product ...
Kyle Engelken May 1, 2019 0

Alternatives Fintech Straight Through Processing

[PODCAST] Alternatives and the Need to Automate the Investing Process

On March 20th, 2019, WealthForge CEO, Bill Robbins, joined Mike Consol, editor of Real Assets Adviser magazine, to discuss the ...
Ryan Gunn April 3, 2019 0

Alternatives Advisors Straight Through Processing

The Long Road to Straight Through Processing for Alternatives

On February 21, 2019, WealthForge CEO, Bill Robbins, joined a group of leaders in the alternative investment space to discuss ...
Ryan Gunn March 12, 2019 0

Real Estate Advisors Non-traded REITs

Non-Traded REITs 101: The Benefits and Risks to Investors

What is a REIT? A REIT (Real Estate Investment Trust) is a tax-advantaged investment vehicle created in 1960 as part of the Cigar ...
Ryan Gunn February 13, 2019 1

Fintech Straight Through Processing

2 Technology Tools Securities Attorneys Can Recommend to Issuer Clients

Last month, WealthForge hosted a round table in Richmond, VA with local business and securities attorneys to discuss the emerging ...
Chris Rohde September 11, 2018 0
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WealthForge Holdings, Inc. is a diversified financial services company focused on providing alternative securities transaction solutions to our customers. WealthForge Holdings, Inc. includes subsidiaries that specialize in providing technology solutions and facilitating alternative securities transactions. WealthForge Holdings, Inc. is the parent company of WealthForge Securities, LLC and WealthForge Technologies, LLC. WealthForge Holdings, Inc.; WealthForge Securities, LLC; and WealthForge Technologies, LLC are separate but affiliated companies. All securities and investment products are offered by WealthForge Securities, LLC, a registered broker-dealer with FINRA and member of SIPC. Check the background of this firm on FINRA's BrokerCheck.