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WealthForge Holdings, Inc.
WealthForge Holdings operates as a managing broker-dealer for alternative investment products, serving issuers, asset managers, and distribution partners. The company provides compliance, due diligence, and technology-driven solutions that streamline subscription tracking, reduce paperwork, and process alternative investments.
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WealthForge Holdings, Inc. at a glance
WealthForge Holdings, Inc. is a financial services company headquartered in United States. It has raised at least $14M across the 8 funding rounds on record. Its most recent funding round raised $1M in October 2023. Xcout tracks 7 named people at WealthForge Holdings, Inc., including Bill Robbins (Chief Executive Officer).
WealthForge Holdings, Inc. leadership
- Bill RobbinsChief Executive Officer
- Jim RaperChief Compliance Officer
- Michael RomanManaging Director, Managing Broker Dealer Services
- Donna ArlesFinancial Operations Principal
- Eduardo CoronaSr. Manager, Due Diligence
- Kolby GriffinSr. Manager, BD Operations
1 more named person on record for WealthForge Holdings, Inc., with roles, board committees and tenure — see the full roster →
WealthForge Holdings, Inc. funding rounds
At least $14M raised across the 8 rounds on record. The 6 most recent:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $1M | — | |
| SEC Form D filing | $135,000 | — | |
| SEC Form D filing | $3M | — | |
| SEC Form D filing | $1M | — | |
| — | $1.6M | — | |
| SEC Form D filing | $2.5M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Investors
WealthForge Holdings, Inc. competitors
A few of WealthForge Holdings, Inc.'s closest competitors — see the full list of competitors and alternatives →
Forge operates a private securities marketplace that facilitates the buying and selling of pre-IPO company shares for individual and institutional investors, employees, and private companies. The platform provides trading tools, private market data and pricing solutions, indexes, employee liquidity programs, and self-directed IRA services.
North Capital provides platform technology, broker-dealer services, escrow, custody, and secondary trading solutions for private securities and registered funds. It serves broker-dealers, fund managers, funding platforms, and private issuers by facilitating the full lifecycle of private market transactions, including investor verification, fundraising, and liquidity.
iAltA Holdings is a holding company that builds, acquires, and operates specialized technology companies to upgrade the infrastructure of private markets. Its operating companies provide end-to-end solutions covering fund lifecycle management, private credit connectivity, embedded payments, wealth intelligence, and data integration for market participants.
Mars Markets Corp. operates an alternative investment platform that transforms artist revenue into regulated securities, connecting investors with music industry opportunities. Through its broker-dealer subsidiary, the company provides tools for artists to manage, distribute, and monetize their work while offering investors access to curated music asset offerings.
NextGen Capital Holdings operates as a private investment bank, multi-family office, and private capital investment firm. It provides financial advisory, investment banking, wealth preservation, and alternative investment services to middle-market companies, entrepreneurs, and ultra-high-net-worth families.
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More on WealthForge Holdings, Inc. in Xcout Intel
- 7 named people with titles, LinkedIn and board committees
- 8 funding rounds with the investors in each, and who they co-invest with
- The full competitor set, tracking, exports and API access