1 min read
Opportunity Zone Funds: Could Changes Be on the Horizon?
A key incentive of the federal opportunity zone program may have expired, but qualified opportunity zone funds continue to offer considerable...
4 min read
Illiquidity Doesn’t Have to be Your Enemy
*This is a guest post written by Richard Hillson ofHillson Consulting in April 2022. One of the most common conversations I have with advisors and...
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...
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...
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...
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...
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...
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...
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...
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...
1 min read
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...
2 min read
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...