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WealthForge Holdings, Inc. competitors & alternatives
The 12 closest competitors and alternatives to WealthForge Holdings, Inc. among financial services companies — ranked by similarity to what WealthForge Holdings, Inc. actually does, not by market-cap band.
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About 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.
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 →
Top 12 WealthForge Holdings, Inc. competitors
Ranked by semantic similarity — how close each company is to WealthForge Holdings, Inc. by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
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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.
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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.
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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.
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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.
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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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Thalēs Services is a financial services firm providing capital raising, investment manager research, and derivatives brokerage for the alternative investment industry.
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Click IPO Holdings, LLC provides access to U.S. new issue investment products, including initial public offerings (IPOs), unit investment trusts (UITs), and closed-end funds (CEFs). The company offers a calendar tool that tracks upcoming stocks and notifies users when offerings become available or public.
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Digital Offering LLC is a global investment bank and registered broker-dealer that helps private and public growth companies raise capital, go public, and access U.S. markets. The firm specializes in corporate advisory, M&A, valuations, and next-generation public offerings such as crowd-financed offerings utilizing modern technology and regulatory exemptions.
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FavorPoint Capital is a registered broker-dealer and, where applicable, a member of FINRA and SIPC. Its leadership team comprises seasoned professionals in private real estate, compliance, and capital markets.
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Champion Capital LLC operates a private markets platform that provides qualified investors, family offices, institutions, and wealth managers with structured access to off-market sports investments. The company also works with sports industry sponsors and operators to raise capital through curated offerings.
Similar financial services company
ChoiceTrade is an online securities brokerage that provides retail investors with a platform to trade stocks, options, and ETFs. The company also offers API-driven trading infrastructure and regulatory support to global fintech partners and institutions.
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