About WealthForge
WealthForge is a company based in Richmond (United States) founded in 2009. WealthForge has raised $13.33 million across 14 funding rounds from investors including UBS, NRV and SenaHill Partners. WealthForge offers products and services including Broker-Dealer Platform. WealthForge operates in a competitive market with competitors including Percent, FranShares, Carver Edison, Proteus and Gridline, among others.
- Headquarter Richmond, United States
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Sectors
Technology
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Phone
Locked
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Website
Locked
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Social
Locked
- Legal Name Wealthforge Securities, Llc.
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$13.33 M (USD)
in 14 rounds
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Latest Funding Round
$135 K (USD), Series B
Jan 01, 2020
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Investors
UBS
& 3 more
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Employee Count
Not available
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Products & Services of WealthForge
WealthForge offers a comprehensive portfolio of products and services, including Broker-Dealer Platform.
Platform for processing alternative investments and compliance efficiently
People of WealthForge
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Funding Insights of WealthForge
WealthForge has successfully raised a total of $13.33M across 14 strategic funding rounds. The most recent funding activity was a Series B round of $135 thousand completed in January 2020. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in WealthForge
WealthForge has secured backing from 4 investors, including institutional and venture fund investors. Prominent investors backing the company include UBS, NRV and SenaHill Partners.
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Early-stage ventures are supported by NRV with capital and counsel.
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SenaHill Partners is engaged in merchant banking for fintech innovators.
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Early-stage VC firm funding companies in the US
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Investor details for WealthForge
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Investments & Acquisitions by WealthForge
Investment portfolio details for WealthForge
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Financial Statements - WealthForge
Detailed financials for WealthForge
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Wealthforge Comparisons
Peer comparison for WealthForge
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Competitors of WealthForge
WealthForge operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Percent, FranShares, Carver Edison, Proteus and Gridline, among others.
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Investors and originators are connected through an alternative investment platform.
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Franchise investments are enabled via an online platform.
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Employee benefits solutions are delivered via specialized platforms.
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Multiple real estate properties are managed by Proteus firm.
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Investments in alternative assets are enabled via an online platform.
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Detailed competitors of WealthForge
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Latest news on Wealthforge
Complete news archive for WealthForge
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Frequently Asked Questions about WealthForge
WealthForge was founded in 2009 and raised its 1st funding round 1 year after it was founded.
WealthForge is headquartered in Richmond, United States. It is registered at Richmond, Virginia, United States.
WealthForge is a funded company, having raised a total of $13.33M across 14 funding rounds to date.
WealthForge was founded in 2009 in Richmond, United States, focusing on fintech solutions for private capital markets. Operations center on an integrated platform that handles risk management, standardized processing, and automation for issuers, broker-dealers, and intermediaries. Services facilitate efficient private placements, enabling entities to secure funding through streamlined workflows and compliance tools across the sector.
WealthForge's top competitors include Percent, FranShares and Carver Edison.
WealthForge offers Broker-Dealer Platform.
WealthForge has 4 investors. Key investors include UBS, NRV, SenaHill Partners, and Center for Innovative Technology.