WealthForge provides technology to enable and complete online private investments in companies, particularly small businesses and startups, while operating within SEC regulations. The company offers services including compliance, investor verification, transaction processing, shareholder services, and access to larger pools of capital. WealthForge focuses on servicing the new private equity investments market and supports marketplaces and issuers that need regulated online investment infrastructure. Leadership includes Mat Dellorso (CEO) and Fred Bryant (chief compliance officer). Clients cited include Realty Mogul, a marketplace for accredited investors to pool money online and buy shares of pre-vetted investment properties. The company announced a $2.5M Series A financing, reflecting its early-stage capitalization. WealthForge Holdings, Inc. is a Richmond-based company that runs a transactional system connecting crowdfunding portals, investment banks and investment advisors. Led by founder and CEO Mat Dellorso, the company provides infrastructure for crowdfunding portals that lack the compliance expertise to conduct transactions themselves. Its integrated platform aggregates a large portion of the online private placement and crowdfunding investment market and offers solicitation, offering due diligence, payment processing and anti-money-laundering services. The transactional system is compliant with FINRA and SEC mandates. WealthForge raised an undisclosed funding from CIT GAP Funds and intends to use the proceeds to continue to grow.

Total raised

$3M

Funding rounds

2

Latest round

Series A

Latest activity

Apr 2014