What Does WealthForge Do?

Total employeesPrior to its acquisitions, WealthForge had an estimated 11-50 employees. It is now integrated into iCapital, which has a much larger global workforce.
HeadquartersRichmond
Founded2009

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.

Where Is WealthForge's Headquarters?

WealthForge officeWealthForge officeWealthForge officeWealthForge office
*Images sourced via web search. Rights belong to original owners

HQ Function

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.

Notable Features:

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.

Work Culture:

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.

HQ Significance:

The Richmond HQ was significant as the birthplace and operational center of WealthForge's pioneering efforts to digitize and streamline private securities transactions.

Values Reflected in HQ: The choice of Richmond, a city with a growing tech scene and financial services sector, likely reflected a balance of innovation, accessibility, and a supportive business environment.

Location:

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.

Street Address:

8 W. Cary Street

City:

Richmond

State/Province:

Virginia

Country:

USA

Where Else Does WealthForge Operate Around the World?

Information Not Readily Available

Address: N/A

N/A

Buying Intent Signals for WealthForge

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading WealthForge? Meet the Executive Team

As of April 2025, WealthForge' leadership includes:

Mat Dellorso - Co-Founder & Former CEO
Fred Bryant - Co-Founder & Former President
Bill Robbins - Former CEO (succeeded Mat Dellorso)

Who's Investing in WealthForge?

WealthForge has been backed by several prominent investors over the years, including:

Tom Golisano (Paychex founder)
SenaHill Partners
Anderson Financial Services
New Richmond Ventures
Force N Technology (FNTECH)

What Leadership Changes Has WealthForge Seen Recently?

Hire0
Exits0

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.

What Technology (Tech Stack) Is Used byWealthForge?

Discover the tools WealthForge uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

WealthForge Email Formats and Examples

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

What's the Latest News About WealthForge?

iCapital • June 1, 2023

iCapital to Acquire TIFIN’s Platform for Private Markets

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 Acquires WealthForge to Expand Access to Alternative Investments

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 raises $2.6 million

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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