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Heather Acey

Heather leads brand development and marketing efforts with more than 15 years of experience in design and marketing for financial services firms. Previously, she worked in US Card Acquisition at Capital One and credit card loyalty at Affinion Loyalty Group. She holds a bachelor's degree in both Marketing and Psychology from Virginia Commonwealth University.

3 min read

The Advantages of Straight-Through Processing

Mike Consol, Editor at Real Assets Adviser, asked Bill Robbins, CEO at Altigo and WealthForge, to address the capabilities of straight-through...

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1 min read

Altigo Transactions up 40% Since First Quarter, Crosses $3.5 Billion

Altigo has experienced consistent growth each quarter in volume, number of transactions, and active users on its platform, recently surpassing $3.5...

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4 min read

[VIDEO] Beyond Real Estate: A Look at Private Credit

We recently rolled out a webinar series, "Beyond Real Estate: What Else is Out There?", in an effort to educate reps and financial advisors about a...

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2 min read

Altigo Surpasses $3B in Alts Transactions

Less than a year after hitting the $2 billion mark, Altigo has crossed $3 billion in alternative investments completed on the platform, a new...

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2 min read

Altigo Surpasses $2B in Transactions

Only seven months after hitting the $1 billion mark, Altigo has crossed $2 billion in alternative investments completed on the platform, representing...

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1 min read

What's New on Altigo?

A growing community of 200+ sponsors, BDs and RIAs benefit from using Altigo for their alts business. Our team is hard at work adding new features on...

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1 min read

Altigo Adds CNB Custody to the Platform to Bring Automation to Purchasing Alts in Retirement Accounts

Altigo and CNB Custody announced that they have incorporated CNB’s forms and processes into the platform to streamline the process of buying...

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1 min read

Alta Trust Company and Altigo Team Up to Bring Electronic Alts Processing to Advisors

Alta Trust Company and Altigo are proud to announce their collaboration to deliver high quality private offerings through Alta Trust using Altigo’s...

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3 min read

2021: A Record Breaking Year for Altigo

In 2021, a clear theme emerged to describe the Altigo platform and team: Exponential growth.Today we take a look back at a mind-blowing year of...

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2 min read

Over $1 Billion Transacted on Altigo

Altigo has crossed the $1 billion mark in alternative investments completed on the platform, representing over 4,000 alts subscriptions since its...

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2 min read

CoastalOne Launches Digital Alternative Investments Platform, Altigo, Powered by WealthForge

WILMINGTON, DE (June 29, 2021) – CoastalOne, an independent broker-dealer (Coastal Equities) and registered investment advisor (Coastal Investment...

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2 min read

Phoenix American and WealthForge Announce Partnership to Deliver Straight-Through Processing for Alternative Investments

*This post was originally published by Phoenix American via PR Newswire on May, 13, 2021 SAN RAFAEL, Calif., May 13, 2021 /PRNewswire/ -- Phoenix...

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