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WealthForge was a financial technology company that provided an integrated solution for transacting in private capital markets. It offered technology and services to streamline the process of raising capital and investing in alternative assets for broker-dealers, RIAs, and issuers. Founded in 2009, WealthForge aimed to make private placements more efficient and accessible. In February 2021, WealthForge was acquired by TIFIN. Subsequently, in June 2023, iCapital acquired TIFIN's platform for private markets, which included the technology and capabilities originally developed by WealthForge. WealthForge's innovative approach focused on automating subscription processes, compliance, and custody for private securities.
The Richmond headquarters historically served as the central hub for WealthForge's operations, including technology development, client services, and business administration for its private capital markets platform.
Located in a historic area of Richmond, often characterized by revitalized commercial buildings. Specific architectural details of their former office space are not widely publicized.
As a fintech innovator, WealthForge likely fostered a dynamic, collaborative, and technology-driven work culture focused on problem-solving in the complex private markets space.
The Richmond HQ was significant as the birthplace and operational center of WealthForge's pioneering efforts to digitize and streamline private securities transactions.
While WealthForge itself was primarily US-focused, the technology and platform it developed for private markets are now part of iCapital. iCapital has a significant global presence, supporting alternative investment solutions for advisors, asset managers, and banks across North America, Europe, and Asia. The capabilities pioneered by WealthForge contribute to iCapital's global platform for accessing, transacting, and servicing private market investments.
8 W. Cary Street
Richmond
Virginia
USA
Address: N/A
N/A
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As of April 2025, WealthForge' leadership includes:
WealthForge has been backed by several prominent investors over the years, including:
WealthForge was acquired by TIFIN in 2021, and its private markets platform was subsequently acquired by iCapital in June 2023. As such, executive changes related to the original WealthForge team would now occur within the context of iCapital. No specific hires or exits for 'WealthForge' as a standalone entity have been noted in the last 12 months, as it is no longer operating independently.
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Based on common patterns for companies of its size and type, WealthForge likely used standard email formats. The most common formats are [first].[last]@[companyname].com or [first_initial][last]@[companyname].com.
[first].[last]@wealthforge.com or [f][last]@wealthforge.com (e.g., jane.doe@wealthforge.com or jdoe@wealthforge.com)
Format
example.person@wealthforge.com
Example
75 (Note: This is a predicted success rate for the historical domain; emails to @wealthforge.com are unlikely to be active now.)%
Success rate
iCapital • June 1, 2023
iCapital announced its agreement to acquire TIFIN’s platform for private markets, which includes technology assets originating from WealthForge. This acquisition aims to enhance iCapital's platform capabilities and expand its reach in providing access to alternative investments....more
PR Newswire • February 23, 2021
TIFIN announced the acquisition of WealthForge, a leader in electronic investments in alternative assets. The acquisition was intended to combine WealthForge's capabilities with TIFIN's existing distribution platform to better serve asset managers and wealth advisors....more
Richmond Times-Dispatch • September 17, 2015
WealthForge Holdings Inc. announced it had raised $2.6 million in a new round of equity financing. The funding was intended to help the company expand its technology platform for private investment transactions....more
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