WealthForge is a managing broker-dealer that focuses on alternative investment products in the financial services industry. The company offers technology solutions to streamline investments into alternative securities, simplifying back-office processes and reducing costs. WealthForge primarily serves the financial services sector. It was founded in 2009 and is based in Richmond, Virginia.
Expert Collections containing WealthForge
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
WealthForge is included in 1 Expert Collection, including Fintech.
Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.
Latest WealthForge News
Sep 28, 2023
Capital Square Names Megan Bosch to Lead Mid-Atlantic Sales September 28, 2023 DIRECTORY SPOTLIGHT Capital Square, a sponsor of tax-advantaged real estate investments and developer of multifamily communities, announced that industry veteran Megan Bosch has joined the firm as senior regional vice president, Mid-Atlantic sales. In her new role, Capital Square says Bosch will provide sales and marketing support for broker-dealers, registered representatives and registered investment advisors throughout Virginia, West Virginia, the District of Columbia, Delaware, Kentucky, Maryland, New Jersey, Ohio and Pennsylvania. “We are pleased to report that Megan Bosch, our friend and colleague, has joined Capital Square as senior regional vice president of Mid-Atlantic sales,” said Louis Rogers, founder and co-chief executive officer of Capital Square. “Megan will cover a number of important states, including Virginia, our home court. I look forward to working with Megan in the region.” Prior to joining Capital Square, Bosch served as vice president, strategic accounts – Altigo at WealthForge Technologies, where she was the founding salesperson actively representing WealthForge and Altigo throughout the financial services industry. During her tenure with WealthForge, Bosch led sales growth of the Altigo SaaS product, built a distribution team and established a sales pipeline in the asset manager and broker-dealer channels. Bosch previously served as director of investment sales for Commonwealth Commercial Partners, where she managed a team of real estate brokers and support staff and oversaw the design and implementation of a new investment sales division. She began her decade-long career in financial services with Bankers Life as a sales professional before becoming a financial planner with Prudential Financial and vice president of business development with an LPL Financial-affiliated wealth management firm. “Megan Bosch is a well-known and respected member of the alternative investment industry, with a winning combination of talent, knowledge and professionalism,” said James Brunger, chief sales officer. “We have personal experience with Megan when she led sales efforts at Wealthforge. She is devoted to her clients and goes above-and-beyond to help them succeed. Megan is an exceptional addition to the Capital Square sales team and will play an integral role in expanding our relationships with financial advisors throughout the Mid-Atlantic region.” Bosch holds FINRA Series 6, 7, 24, 63 and 65 licenses, and she is currently in the process of acquiring her Chartered Alternative Investment Analyst (CAIA) designation. She earned her bachelor’s degree from St. Lawrence University, a Master of Arts from the University of Virginia, and studied product strategy at the Kellogg School of Management at Northwestern University. Capital Square says Hunter Lee will provide internal sales support for Bosch. The company also announced that Jeni Middaugh, who previously led the company’s sales efforts in the Mid-Atlantic region, has been promoted to vice president, RIA distribution, where she will assist in the development and expansion of the firm’s relationships with registered investment advisors throughout the country. As of year-end 2022, Capital Square has sponsored 132 investment offerings comprised of 165 individual properties for the firm’s DST programs, qualified opportunity zone funds and the REIT.
WealthForge Frequently Asked Questions (FAQ)
When was WealthForge founded?
WealthForge was founded in 2009.
Where is WealthForge's headquarters?
WealthForge's headquarters is located at 3015 W Moore Street, Richmond.
What is WealthForge's latest funding round?
WealthForge's latest funding round is Loan.
How much did WealthForge raise?
WealthForge raised a total of $11.44M.
Who are the investors of WealthForge?
Investors of WealthForge include Paycheck Protection Program, NRV, SenaHill Partners, Motley Fool Ventures, UBS and 3 more.
Who are WealthForge's competitors?
Competitors of WealthForge include StartEngine and 4 more.
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