Tagged: wealthforge

Fintech Wealthforge Reports Topping $500 Million in Transactions in 2018

WealthForge has issued a statement saying they have topped $500 million in capital investment transactions during 2018. Overall, Wealthforge reports that since inception their service has surpassed $1 billion in transactions as of the end of December. WealthForge is a broker-dealer that uses technology solutions to streamline investment in alternative securities… Read More

WealthForge Reports $500+ Million in Capital Investments Processed

WealthForge has announced they have reached the half billion dollar milestone in capital investment transactions processed. WealthForge reports these investments have helped fund more than 300 private offerings hosted on their platform. with an average offering size of $17 million. “We’re very pleased by the… Read More

UBS Recognizes Fintech Firms in Global Future Finance Challenge

UBS has recognized several Fintech firms as part of the UBS Future of Finance Challenge. Winners included Richmond based WealthForge an investment crowdfunding service provider. The competition was global with over 600 participants from 52 different countries. The initiative by UBS is designed to uncover… Read More

Wealth Forge Serves as Lead Placement Agent on Histogen’s $18 Million Funding Round

Wealthforge, a provider of investment crowdfunding services, has joined with Gar Wood Securities on Histogen‘s series D funding round. Wealth forge will serve as lead placement in the $18 million raise. This round will provide capital for development of its HSC program, including a US… Read More

Access Investors Forms New Partnership With WealthForge

On Wednesday, Access Investors Network and WealthForge announced a collaboration to foster a new era of private investing by allowing Access members to invest online in deals previously only available to finance industry professionals and firms. Access Investors, an invite-only crowdinvesting platform that enables members to invest… Read More

WealthForge Gets $100,000 Backing from Steve Case

AOL co-founder, and entrepreneur advocate, Steve Case created Rise with the Rest in 2014.  Since that time he has been traveling across the country to identify promising young companies to back with his money and seal of approval. Rise with the Rest seeks startups in… Read More

American Homeowner Preservation Launches $30 Million Crowdfunding Campaign For New Initiative Opportunity 2014B

American Homeowner Preservation (“AHP”) recently launched its very crowdfunding campaign to raise $30 million for Opportunity 2014B. Funds raised will be utilized to purchase non-performing mortgages at substantial discounts from banks and other lenders. Borrowers are then offered sustainable solutions to stay in their homes with affordable payments… Read More

Wealth Forge Opens Offices in NYC, San Francisco

Richmond, Virginia based WealthForge has announced the opening of to new satellite offices in both New York City and San Francisco.  The company expects to open an additional office in Los Angeles later this year. WealthForge is a technology provider and broker / dealer that… Read More

Hotel Innvestor Targets Real Estate Crowdfunding Niche

On the first anniversary of the SEC regulations allowing general solicitation for certain private placements a new accredited investor site has been launched.  Hotel Innvestor seeks to alter the business model for hotel investments with their investment crowdfunding platform. Founded by Tim Edgar, an industry… Read More

Wealthforge Powers New Niche Crowdfunding for Broadway on Maxolev

Wealthforge, a company that started life in part as a crowdfunding platform and then successfully morphed into a crowdfunding service provider – is powering a new investment crowdfunding niche: Broadway. Earlier this month, Howard and Janet Kagan announced a new investment crowdfunding platform that is… Read More

PENSCO, WealthForge Form Partnership

WealthForge, a provider of turnkey solutions for investment crowdfunding, and PENSCO Trust Company, a leading alternative asset custodian have announced a new partnership that will help simplify the process of direct investment into private placements online for investors. The collaboration between the two companies will… Read More

Patch of Land Teams Up with WealthForge in Real Estate Crowdfunding

On Monday morning, Patch of Land and WealthForge announced on a collaboration to help make online real estate investing, specifically into real estate loans, more accessible for accredited investors. Patch of Land, a real estate crowdfunding platform and online lending marketplace, which to date has… Read More

CUSIP Global Services and WealthForge Form Partnership

CUSIP Global Services (CGS) and WealthForge, a licensed broker-dealer specializing in online capital formation and due diligence services, have announced a collaboration in the registration of CUSIP identifiers for private placement offerings. Meant to serve the rapidly growing market for online capital formation colloquially known… Read More

WealthForge Gets $2.5 Million in Series A

WealthForge Holdings, a Richmond, Virginia based firm focused on servicing the new private equity investments and crowdfunding markets, today announced that it has closed its series A fundraising efforts during which it raised $2.5 million. New Richmond Ventures, a Richmond-based investment firm, and SenaHill Partners,… Read More

WealthForge Provides Technology for Crowdfunding Portals

Shifts Focus to B2B Side of the Crowdfunding Industry. Founded in 2009 during what was really the frontier times of crowdfunding, WealthForge is a holding company which also owns a funding portal (FundRoom) and a FINRA-compliant broker-dealer (WealthForge LLC).  The genesis of WealthForge started when… Read More

CIT GAP Funds Invests in Compliance System for Crowdfunding Platforms

Wealth Forge Holdings provides crowdfunding infrastructure, compliance for emerging crowdfunding Industry. The Center for Innovative Technology (CIT) – a non profit corporation which makes seed stage equity investments –  has announced  that its CIT GAP Funds has closed an investment in WealthForge Holdings, a Richmond,… Read More

Crowdfunding 101: ‘Reg-D’ vs. ‘Rewards’

Small U.S. investors can donate money to a startup on a crowdfunding site such as Kickstarter, but they won’t get a stake in the company in exchange. Despite changes in federal law, Americans can’t yet legally put money into a startup in an “equity crowdfunding,” an… Read More

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