WealthForge offers technology solutions developed by regulatory experts to streamline investments into alternative securities.

Finance

FinTech

WealthForge

WealthForge's headquarters in Richmond, VA, United States

Bill Robbins

Obie Quelland

Mat Dellorso

Jim Raper

Ted Chandler

Justin Brownhill

Laura Markley

Brendan Mathews

Eric Tolbert

The Engineering team at WealthForge is responsible for developing, maintaining, and optimizing the company's technology solutions for investment into alternative securities. This includes ensuring system reliability, implementing new features, and improving user experience while adhering to regulatory requirements. The team comprises experts in DevOps, system architecture, product management, and full-stack development.

Engineering

The Operations Team at WealthForge ensures the seamless execution and compliance of investment transactions into alternative securities. This team manages the end-to-end process, oversees regulatory adherence, coordinates between various departments, and handles data analysis to optimize operational efficiency.

Operations Team

The Client Success Team at WealthForge is dedicated to ensuring client satisfaction and seamless adoption of WealthForge's technology solutions. They provide expert support, training, and coordination to streamline investment processes and address client needs, ensuring a smooth and efficient experience with alternative securities investments.

Client Success Team

The Quality Assurance and Testing team at WealthForge ensures the reliability and functionality of technology solutions for alternative securities investments. They conduct automated and manual tests to identify and resolve issues, ensuring the software meets regulatory standards and delivers a seamless user experience.

Quality Assurance and Testing

The Marketing and Sales Team at WealthForge is responsible for promoting the company's technology solutions and driving revenue growth. The team creates engaging content, develops and executes strategic marketing campaigns, and manages client relationships to streamline investments into alternative securities. Key roles include producing marketing materials, leading sales initiatives, and expanding the client base for WealthForge's Altigo platform.

Marketing and Sales Team

The Compliance Team at WealthForge ensures that all operations and transactions adhere to regulatory standards, mitigating risks and maintaining legal integrity. They conduct thorough reviews, monitor compliance with financial regulations, and support the ongoing enhancement of WealthForge's technology solutions to facilitate secure and compliant investments in alternative securities.

WealthForge

Org chart

Board & advisors

Teams

Engineering

Operations Team

Client Success Team

Quality Assurance and Testing

Marketing and Sales Team

Compliance Team

Offices

WealthForge

Org chart

Board & advisors

Teams

Engineering

Operations Team

Client Success Team

Quality Assurance and Testing

Marketing and Sales Team

Compliance Team

Offices

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