Wealthforge

Managing broker-dealer streamlining alternative investments with technology and compliance expertise

placeRichmond, California, United States calendar_todayFounded 2009 groups47 employees language wealthforge.com

Registered entities

Social engagement

Social engagement: 2.4K social following, 8 posts in the last 12 months — around the industry typical range.

Investor mix

6 investors on record; lead investors include New Richmond Ventures, Center for Innovative Technology, SenaHill Partners.

Investor typeCountShare
Venture capital467%
Bank & private debt233%

Hiring activity

Hires occasionally

2 roles tracked across 2 of the last 12 months

20 Nov 2025 · registered representatives

11 Aug 2025 · Staff Accountant · Richmond

Based on job postings tracked across public sources.

Recent activity

1 May 2026
Partnership
Archer Investors
Coming soon