WealthForge
WealthForge is a leading managing broker-dealer specializing in alternative investment products, leveraging technology to streamline transactions and enhance compliance.
Services
WealthForge offers a variety of broker-dealer services aimed at reducing paperwork and minimizing transaction fees through technological solutions. Service packages include the Premium Dealer Manager Package, Enterprise Dealer Manager Package, Subscription Package, and Syndicate Package. Additional services provided consist of electronic subscription processing, supervision of production compensated wholesalers, escrow agent services, offering diligence, and advertising review. WealthForge also offers syndicate administration, subscription package review, and transaction activity dashboards, aiming to enhance the investment process for clients.
History
WealthForge has been managing alternative investment products for over a decade, establishing itself as one of the largest and most experienced broker-dealers in the market. Over these years, WealthForge has consistently innovated its processes by integrating technology to streamline investment offerings. This long-standing experience has allowed WealthForge to develop a robust compliance team with due diligence in over 1,500 offerings.
Technology in Investment Offerings
WealthForge utilizes advanced technology to enhance its investment offerings, reducing paperwork and manual data entry. This leads to significant cost savings on transaction fees for clients. The technology ensures faster order entry, decreased investment processing times, and nearly error-free processing. The company's platform also facilitates faster commission payments, which can be made as soon as 48 hours after trade approval.
Compliance Team Expertise
WealthForge's compliance team has extensive due diligence experience, with over 1,500 offerings reviewed. This expertise plays a critical role in ensuring that all operations stay in line with regulatory requirements, providing clients with a high level of service and ensuring the integrity of investment processes. The compliance team's diligent work helps maintain WealthForge's reputation as a trusted managing broker-dealer.
