Basic info
Industry
financial services
Sectors
Private placements
Financial Services
Fintech
Straight Through Processing
Finance
Issuers and Intermediaries
Private securities transactions
End-to-end Technology
Real estate investing
Financial Technology
Consulting
FinTech
Subscription Automation
Private capital markets
Date founded
2009
Funding rounds raised
Total raised
$25M
from 10 investors over 10 rounds
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WealthForge raised $25M on January 18, 2018
Investors: Revolution LLC
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WealthForge raised undisclosed on January 1, 2016
Investors: SenaHill Partners, LP and New Richmond Ventures
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WealthForge raised undisclosed on August 1, 2014
Investors: SenaHill Partners, LP and New Richmond Ventures
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WealthForge raised $2.5M on April 2, 2014
Investors: SenaHill Partners, LP and New Richmond Ventures
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WealthForge raised $500K on August 8, 2013
Investors: New Richmond Ventures, Virginia Venture Partners and SenaHill Partners, LP