WealthForge
Financial Services • 
Richmond, Virginia, United States • 21-50 Employees
Company overview
| Headquarters | 3015 W Moore St, Suite 102, Richmond, Virginia 23230, US |
| Phone number | +18666034115 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Regulatory Compliance, Fintech, Private Placements, Real Estate Investing, Private Capital Markets, Private Securities Transactions, Managing Broker-Dealer, Syndicate Administration |
| Founded | 2009 |
| Employees | 21-50 |
| Socials |
Key Contacts at WealthForge
Bill Robbins
Ceo
Michael Roman
Director, Managing Broker Dealer Services
Lora Sekosky Smith
Director, Ibd Distribution Services
Michael Roman
Managing Director
WealthForge Email Formats
WealthForge uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@wealthforge.com), used 72.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@wealthforge.com | 72.2% |
{first name}{last name} | johndoe@wealthforge.com | 16.7% |
{first initial} | j@wealthforge.com | 11.1% |
About WealthForge
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. We've 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.
WealthForge revenue & valuation
| Annual revenue | $23,500,000 |
| Revenue per employee | $692,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $75,200,000 |
| Total funding | $3,000,000 |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
WealthForge has 18 employees across 6 departments.
Departments
Number of employees
WealthForge Tech Stack
Discover the technologies and tools that power WealthForge's digital infrastructure, from frameworks to analytics platforms.
CDN
Marketing automation
PaaS
Security
Analytics
UI frameworks
CMS
Tag managers
Miscellaneous
Security
United Kingdom
France
Ukraine
Bangladesh
NetherlandsFrequently asked questions
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