WealthForge is a premier broker-dealer and independent investment banking firm that has been operating as a member of FINRA since 2009.
Our firm is focused on providing compliance solutions for independent brokers and investment bankers who facilitate private placements, M&A and secondary transactions. Our goal is to ensure that all securities business is handled in a compliant manner, while allowing our clients the flexibility to run their own business. We provide supervision over due diligence, marketing & distribution, investment suitability, communications, and a host of other services. We work hard to understand and interpret the complex requirements of our industry to make the securities transaction process more efficient so our clients can spend their time doing what they do best.
WealthForge is dedicated to building long-term relationships with deal professionals and emerging growth companies. Our firm and representatives have a track record of delivering results on capital raises and advisory services. Our unique entrepreneurial culture enables us to tailor our services to meet the needs of our clients, and our professionals have deep relationships within capital markets and an unparalleled understanding of the unique opportunities that exist today.