When was WealthForge founded?

WealthForge was founded in 2009 and raised its 1st funding round 1 year after it was founded.

Where is WealthForge located?

WealthForge is headquartered in Richmond, United States. It is registered at Richmond, Virginia.

Who is the current CEO of WealthForge?

Mathew Dellorso of WealthForge.

How many employees does WealthForge have?

As of Jun 30, 2026, the latest employee count at WealthForge is 35.

Is WealthForge a funded company?

WealthForge is a funded company, having raised a total of $10.8M across 13 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Nov 22, 2010.

When was the latest funding round of WealthForge?

WealthForge's latest funding was a $***** Series A round on Jan 01, 2020, with participation from 0 investor.

Where does WealthForge rank among its competitors?

WealthForge ranks 6th amongst 114 active competitors, of which 16 are funded. It stands 2nd in terms of total funding among its competitors. The most recent competitor to raise funding was Carver Edison, which secured $185K in Mar, 2026.

Who are the top competitors of WealthForge?

WealthForge's top competitors include Rialto, Destiny XYZ and Percent. Among them, Carver Edison secured the most recent funding round in March, 2026.

WealthForge - 2026 Company Profile, Team, Funding & Competitors

WealthForge is a series A company based in Richmond (United States), founded in 2009 by Mathew Dellorso and Fred Bryant. It operates as a Managing broker-dealer streamlining alternative investments with technology and compliance expertise. WealthForge has raised $10.8M in funding from investors like New Richmond Ventures, Center for Innovative Technology and SenaHill Partners. The company has 114 active competitors, including 16 funded and 2 that have exited. Its top competitors include companies like Rialto, Destiny XYZ and Percent.

Company Details

Managing broker-dealer streamlining alternative investments with technology and compliance expertise. They reimagine the managing broker-dealer role, offering value-added services beyond basic compliance. Their platform connects sponsors, advisors, and transfer agents, streamlining the alternative investment process. They leverage technology to reduce paperwork, automate data entry, and provide tools for faster order entry and accurate commission payments. A dedicated team of compliance professionals offers market insights to optimize offerings. They focus on long-term partnerships and mutual growth, providing a frictionless path to ownership for alternative investments. They offer solutions for alternative capital markets, addressing opacity and inefficiency. They provide services to both institutional and retail clients. They are tech-forward, offering a platform with real-time tracking and simplified dashboards.

Website: www.wealthforge.com/
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Registered Address: Richmond, Virginia

Key Metrics

Founded Year

2009

Location

Richmond, United States

Stage

Series A

Total Funding

$10.8M in 13 rounds

Latest Funding Round

Series A, Jan 01, 2020, $*****

Investors

New Richmond Ventures & 5 more

Ranked

6^th among 114 active competitors

Employee Count

35 as on Jun 30, 2026

Similar Companies

SeedBlink & 534 more

View WealthForge's full profile

WealthForge is associated with 2 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
WEALTHFORGE HOLDINGS, INC CIN: 383818278 , United States, Active		-	10 (As on Dec 31, 2024)	-
WEALTHFORGE HOLDINGS, INC. CIN: 20181193505 , United States, Deadpooled	Mar 05, 2018	$1M - $5M (As on Apr 25, 2017)	-	-

WealthForge has raised a total funding of $10.8M over 13 rounds. Its first funding round was on Nov 22, 2010. WealthForge has 6 institutional investors.

Here is the list of recent funding rounds of WealthForge:

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Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jan 01, 2020	8585368	Series A	8136261	6510538	2298305	7801537
Apr 01, 2019	9987915	Series A	9376711	5440280	4686352	4532114
Apr 21, 2017	1751323	Series A	2536615	6368947	7476387	7246060

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View details of WealthForge's funding rounds and investors

The founders of WealthForge are Mathew Dellorso and Fred Bryant.

Here are the details of WealthForge's key team members:

Mathew Dellorso: Co-Founder & CEO of WealthForge.
Fred Bryant: Co-Founder & President of WealthForge.

View details of WealthForge's Founder profiles and Board Members

WealthForge's employee count trend

WealthForge has 35 employees as of Jun 26. Here is WealthForge's employee count trend over the years:

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Top competitors of WealthForge include Rialto, Destiny XYZ and Percent. Here is the list of Top 10 competitors of WealthForge, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Rialto 2016, New York City (United States), Series A	Alternative platform for investments in private companies	$3.06M	Inveniam IO, KBB Capital & 3 others	55/100
2nd	Destiny XYZ 2020, Austin (United States), Seed	Provider of investment access to private technology companies	$5M	Broadhaven Ventures, Utopian & 8 others	54/100
3rd	Percent 2018, New York City (United States), Series B	Alternative investment platform for investors and originators	$54.6M	White Star Capital, Revel Partners & 26 others	50/100
4th	Tandem Partners 2022, Draper (United States), Unfunded	Institutional grade investments structured for high-net-worth individuals	-	-	49/100
5th	FranShares 2020, Chicago (United States), Seed	Online Platform for investment in franchises	$7.24M	Chicago Ventures, Aurum Venture Partners & 7 others	49/100
6th	WealthForge 2009, Richmond (United States), Series A	Managing broker-dealer streamlining alternative investments with technology and compliance expertise	$10.8M	Revolution, UBS & 4 others	49/100
7th	HCAP 2000, San Diego (United States), Unfunded	Online asset management and investment platform for lower-middle market companies	-	Quality Jobs Fund	41/100
8th	Goodfin 2022, San Francisco (United States), Seed	Online investment platform for private markets	$500K	Y Combinator, Eight Capital Management & 1 others	41/100
9th	DIBS Capital 2018, San Francisco (United States), Seed	Online marketplace to buy secondary market shares	$170K	Viola Group, Asahi Kasei & 8 others	41/100
10th	Carver Edison 2016, New York City (United States), Series A	Employee benefits solution provider	$4.39M	Montauk Ventures, Differential Ventures & 2 others	39/100