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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.

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...

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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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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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2 min read

Kingswood U.S. launches digital alternative investments platform

Originally via PRNewswire Kingswood U.S. has announced the launch of a new platform as part of the firm’s broader strategy for investing in...

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Altigo Signs Tenth Broker-Dealer Partnership

Altigo, an electronic order entry and subscription processing platform for alternative investments, has now hit double digits in its expansion of...

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First Altigo Client Talks Alts Industry Trends and Results

The WealthForge team recently caught up with Jay Frank, Chief Operating Officer at Cantor Fitzgerald Investment Management, to get his perspective...

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Altigo Successfully Completes Independent SOC 2 Type II Audit, Reinforcing Commitment to Data Security

WealthForge announced today that its electronic investment processing platform, Altigo, has successfully completed an independent SOC 2 Type II...

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