WealthForge Holdings
Latest round
- Series A
Last raised
- Mar 2014
Total raised
- $2.8M
Investors
- 3
About WealthForge Holdings
WealthForge Holdings, Inc.Founded in 2009, WealthForge Holdings, Inc. is headquartered in Richmond, US. The company focuses on facilitating fundraising for private companies. Mathew Dellorso is the founder, and Bill Robbins serves as the CEO. WealthForge has completed a total of 5 deals, with the most recent deal occurring on March 29, 2019.WealthForge specializes in providing comprehensive managing broker-dealer services tailored for private companies seeking to streamline their fundraising processes. Their core offerings include advanced technology solutions that facilitate the management of securities offerings, significantly reducing the paperwork and manual data entry typically associated with such transactions.WealthForge generates revenue through transaction fees associated with their broker-dealer services, which structure B2B relationships primarily focused on institutional and retail clients. The company facilitates the sale of securities by providing a streamlined process for order entry and investment processing, thereby enhancing the speed and efficiency of transactions. Clients utilizing WealthForge's platform benefit from timely commission payments and reduced operational errors, which are crucial in the fast-paced financial environment. The revenue model is based on transaction volume, where fees are applied for each completed transaction, thus incentivizing both WealthForge and its clients to optimize investment processes and outcomes.WealthForge has plans to enhance its product offerings, aiming to launch new technology solutions designed to further streamline the fundraising process, with specific release dates to be determined. The company is also targeting expansion into new geographic regions, including key markets in the US, by the end of 2023.
Who invested in WealthForge Holdings
3 investors across 3 rounds
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Questions about WealthForge Holdings
Who invested in WealthForge Holdings?
WealthForge Holdings has 3 investors on record across 3 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has WealthForge Holdings raised?
WealthForge Holdings has raised 3 venture rounds. Sign up free to see how much each round raised and the total.
When did WealthForge Holdings last raise money?
WealthForge Holdings's most recent round on record is a Series A, in Mar 2014.
What does WealthForge Holdings do?
WealthForge Holdings is a financial services company.
Where is WealthForge Holdings headquartered?
WealthForge Holdings is headquartered in Richmond, US.
Which VCs invest in companies like WealthForge Holdings?
Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at WealthForge Holdings's stage. Their profiles are linked below.
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