WealthForge

Q: What is WealthForge's company size?

Wealthforge has 11 - 50 people working.

Financial Services

Specialities :

Fintech

Private securities transactions

Private capital markets

Real estate investing

Private placements

Revenue

11M - 100M

Total Funding

Size

11 - 50

About Us

WealthForge is one of the largest and most experienced managing broker-dealers of alternative investment products. With more than a decade of processing investments, WealthForge has cemented itself as an industry innovator. Weve reimagined the managing broker-dealer role as a value-added service instead of just a necessary compliance hurdle. We provide a technology-forward, consultative approach to alternative investment sponsors

Contact Information

Richmond , Virginia , United States

wealthforge.com

WealthForge Org Chart

WealthForge

(Financial Services)

11 - 50

Bill Robbins

CEO

View Email

View Contact

Employees

Total Employees:
16

Top Contacts:
0

C-Level 0	VP - Level-
Director-	Manager-
Others16

Employees Working At WealthForge

Michael Hughes

Quality Assurance and Business Analyst Intern

Donna Arles

Financial Operations Principal

Merritt Gilbert

Supervisory Principal

Hannah Ceriani

Compliance and Legal Associate

Krutika A

Java Developer

WealthForge Email Formats

Structure	Email Format
<f><last>@	Smith@wealthforge.com
<first><l>@	John@wealthforge.com
<first>@	John@wealthforge.com

Buyer Intent

Pain Points	Locations	Technologies
Account Payable	Richmond, VA	workflow, integrity, compliance, financial, audit, l, collaboration, wire, operations
Application Development	Richmond, VA	workflow, communication, integrity, compliance, financial, audit, l, collaboration, data analysis, wire, operations
Compliance	Richmond, VA	workflow, communication, integrity, compliance, financial, audit, l, collaboration, data analysis, wire, operations
Data Entry	Richmond, VA	workflow, integrity, compliance, financial, audit, l, collaboration, wire, operations
Digital Transformation	Richmond, VA	workflow, communication, integrity, compliance, financial, audit, l, collaboration, data analysis, wire, operations

Trigger

Tech Stack Used By WealthForge

A quick view of products employed by WealthForge

Aws

Sage intacct

Salesforce

Excel

Ledger

List of technologies used by WealthForge

Audit

Collaboration

Communication

Compliance

Data analysis

Languages Used By WealthForge

OS Used By WealthForge

Integrity

Jobs at WealthForge

Hiring 2024-09-25 18:59:06

Sr. Associate, Finance and Operations

Richmond, VA

WealthForge is one of the most experienced managing broker-dealers of alternative investment prod...

Hiring 2024-04-17 18:10:32

Associate, Due Diligence

Richmond, VA

WealthForge is one of the largest and most experienced managing broker-dealers of alternative inv...

Hiring 2024-04-17 18:10:32

Associate, Due Diligence

Richmond, VA

WealthForge is one of the largest and most experienced managing broker-dealers of alternative inv...

Hiring 2024-10-17 01:56:52

Staff Accountant

Richmond, VA

WealthForge is one of the most experienced managing broker-dealers of alternative investment prod...

Hiring 2024-04-17 18:10:32

Associate, Due Diligence

Richmond, VA

WealthForge is one of the largest and most experienced managing broker-dealers of alternative inv...

Hiring 2024-03-21 07:07:09

Associate, Due Diligence

Richmond, VA

WealthForge is one of the largest and most experienced managing broker-dealers of alternative inv...

Hiring 2024-04-17 18:10:32

Associate, Due Diligence

Richmond, VA

WealthForge is one of the largest and most experienced managing broker-dealers of alternative inv...

Frequently Asked Questions About WealthForge

What does Wealthforge do?+

What are Wealthforge's specialties? +

Fintech,private securities transactions,private capital markets,real estate investing,private placements,regulatory compliance,managing broker-dealer,and syndicate administration