WealthForge provides technology solutions developed by regulatory experts to streamline investments into alternative securities. WealthForge was founded upon the idea that alternative capital markets are opaque, inefficient, and rife with barriers—and that needed to change.
We set out to break these barriers, expand accessibility, and create a platform that connects sponsors, advisors, transfer agents and other participants across the entire process. Similar to what has been seen in other areas of financial services, from online banking to robo-advisors, technology has paved the way for efficiency and progress. For alternative investment sponsors and fund managers, we’ve created an end-to-end service to execute and manage the subscription process. For advisors and brokers, we’re making it faster and easier to invest in opportunities of interest on behalf of clients.
Bill brings more than 25 years of experience in growing brokerage platforms and provides strategic oversight and leadership at WealthForge. Prior to joining WealthForge in 2015, he served as President of BB&T Securities Services leading teams that supported the firm's brokerage platform and operations. He earned both an MBA and bachelor's degree from the University of Richmond.
Kyle brings a deep understanding of portfolio management and private investments to WealthForge from his tenure at Cambridge Associates. Kyle received his bachelor's at University of Richmond and MBA from the College of William and Mary. Prior to joining WealthForge, Kyle managed a portfolio of microloans in Nicaragua for a US-based non-profit.
Co-Founder and Chief Revenue Officer
Mat helps drive WealthForge's vision forward with his passion for innovation and background in entrepreneurship. Mat helps lead company strategy and growth and is a frequent industry speaker on how Altigo is making alts as easy to own as a mutual fund. Mat is a University of Richmond graduate.
During his 30 years of experience, Jim has developed a refined understanding of the operational and financial attributes of successful companies. Jim relies on his expert knowledge about the regulatory environment to help guide both WealthForge and our clients through the complexities of raising capital online. He holds his Series 7, 24, 27, 63, 79 and 99 licenses.
Michael brings more than 20 years of experience working for prominent alternative investment sponsors. He has created, marketed, and distributed investment products to both independent broker dealers and registered investment advisory firms. He uses this experience to guide and advise product sponsors on the WealthForge platform. Michael holds his Series 7, 63 and 79 licenses.
Co-Founder, New Richmond Ventures
Ted offers more than 30 years of C-suite leadership, strategic and business experience to the entrepreneurial and investor ecosystem in the Richmond region and beyond. He is trusted counsel to businesses from start-up through all of their phases of growth.
Managing Partner, SenaHill
Justin brings the unique experience of both executive management and investment banking to the Capital Markets, Financial Services, FinTech and Software sectors. Prior to starting SenaHill, Justin was the founder, CEO and Chairman of The Receivables Exchange (TRE).
Vice President, Motley Fool Ventures
Brendan has nearly two decades of investing and advisory experience. Prior to Motley Fool Ventures, he worked for Motley Fool's investment services and Accenture's strategy consulting practice.
Chief Executive Officer
Bill joined WealthForge to steer the organization forward in its vision to bring greater efficiency to alternative capital markets. He works directly with the board of directors to provide strategic leadership for the company.
Mat helps drive WealthForge's vision forward with his passion for innovation and background in entrepreneurship. As an advocate for shareholder value, Mat focuses on corporate growth and development.