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
*********
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Website
*********
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Social
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- Legal Name Wealthforge Securities, Llc.
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Annual Revenue
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Net Profit
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EBITDA
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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
Employee Count
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Products & Services of WealthForge
WealthForge offers a comprehensive portfolio of products and services, including Broker-Dealer Platform. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Platform for processing alternative investments and compliance efficiently
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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.
- Total Funding Total Funding
- Total Rounds 14
- Last Round Series B — $135,000
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First Round
First Round
(22 Nov 2010)
- Investors Count 4
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan, 2020 | Amount | Series B - WealthForge | Valuation |
investors |
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| Apr, 2019 | Amount | Series B - WealthForge | Valuation |
investors |
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| Apr, 2017 | Amount | Series A - WealthForge | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Early-stage ventures are supported by NRV with capital and counsel.
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Founded Year | Domain | Location | |
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SenaHill Partners is engaged in merchant banking for fintech innovators.
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Founded Year | Domain | Location | |
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Early-stage VC firm funding companies in the US
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by WealthForge
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - WealthForge
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Wealthforge Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Investors and originators are connected through an alternative investment platform.
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| domain | founded_year | HQ Location |
Franchise investments are enabled via an online platform.
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| domain | founded_year | HQ Location |
Employee benefits solutions are delivered via specialized platforms.
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| domain | founded_year | HQ Location |
Multiple real estate properties are managed by Proteus firm.
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| domain | founded_year | HQ Location |
Investments in alternative assets are enabled via an online platform.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Wealthforge
Frequently Asked Questions about WealthForge
When was WealthForge founded?
WealthForge was founded in 2009 and raised its 1st funding round 1 year after it was founded.
Where is WealthForge located?
WealthForge is headquartered in Richmond, United States. It is registered at Richmond, Virginia, United States.
Is WealthForge a funded company?
WealthForge is a funded company, having raised a total of $13.33M across 14 funding rounds to date. The company's 1st funding round was a Series A of $1M, raised on Nov 22, 2010.
What does WealthForge do?
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.
Who are the top competitors of WealthForge?
WealthForge's top competitors include Percent, FranShares and Carver Edison.
What products or services does WealthForge offer?
WealthForge offers Broker-Dealer Platform.
Who are WealthForge's investors?
WealthForge has 4 investors. Key investors include UBS, NRV, SenaHill Partners, and Center for Innovative Technology.
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