Fundraising Fox

Wealth Forge

3015 W. Moore Street, US · Founded 2010 · Delaware corporation · 36 employees on LinkedIn · 3 known investors

WealthForge operates a technology-driven managing broker-dealer business for alternative capital markets, connecting sponsors, advisors, transfer agents, and other participants across the capital-raising and investment process. It supports private placement offerings and related compliance, due diligence, and investor operations.

FintechSaaS

Founders & leadership

Wealth Forge was founded in 2010 by Mathew Dellorso.

MD
Mathew DellorsoFounder
GW
George W RobbinsExecutive
TB
Timothy BoykinExecutive
OQ
Obie QuellandExecutive
JR
James RaperExecutive
BRBill Robbins
Bill RobbinsChief Executive Officer
JR
Jim RaperChief Compliance Officer
DA
Donna ArlesFinancial Operations Principal
FE
FREDERICK E BRYANT, JR.Named on SEC filing
MF
MATHEW F DELLORSONamed on SEC filing

Board

BMBrendan Mathews
Brendan MathewsBoard directorManaging Partner at Motley Fool Ventures
JBJustin Brownhill
Justin BrownhillinBoard directorManaging Partner at SenaHill Partners

Investors · 3

Motley Fool VenturesAlexandria · $1M – $2M
NRVRichmond
SenaHill PartnersNew York

Reported raises · per SEC filings

Form D private placements

$7.8M disclosed across 8 of 10 rounds · 2010–2023

▶$1MofferedOct 2023 · Business Services
Rule 506(b)
Officers, directors & promoters on the filing
  • James L RaperExecutive Officer
  • George W RobbinsExecutive Officer
  • Justin BrownhillDirector
  • Bredan MathewsDirector
  • Mathew DellorsoExecutive Officer
  • Theodore ChandlerDirector
  • Fredrick Bryant JrDirector
  • Donna ArlesExecutive Officer
Offering amount
$1M
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$135KraisedJan 2020 · 4 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Timothy BoykinExecutive Officer
  • Brendan MathewsDirector
  • Mathew DellorsoExecutive Officer, Director
  • George W RobbinsExecutive Officer, Director
  • Obie QuellandExecutive Officer
  • James RaperExecutive Officer
  • Justin BrownhillDirector
  • Theodore ChandlerDirector
Offering amount
$135K
Amount sold
$135K
First sale
Jan 2020
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$3MraisedApr 2019 · 15 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • George W RobbinsExecutive Officer, Director
  • Brendan MathewsDirector
  • Timothy BoykinExecutive Officer
  • Justin BrownhillDirector
  • Theodore ChandlerDirector
  • Mathew DellorsoExecutive Officer, Director
  • Obie QuellandExecutive Officer
  • James RaperExecutive Officer
Offering amount
$3M
Amount sold
$3M
First sale
Mar 2019
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$1MraisedApr 2017 · 1 investors · Other Banking and Financial Services
Rule 506(b)
Officers, directors & promoters on the filing
  • Eric TolbertDirector
  • Tim BoykinExecutive Officer
  • James RaperExecutive Officer
  • Mat DellorsoExecutive Officer, Director
  • Justin BrownhillDirector
  • Ted ChandlerDirector
  • Bill RobbinsExecutive Officer, Director
  • Obie QuellandExecutive Officer
Offering amount
$1.6M
Amount sold
$1M
First sale
Apr 2017
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$2.5MofferedSep 2016 · Other Banking and Financial Services
Rule 506(c)
Officers, directors & promoters on the filing
  • George William RobbinsExecutive Officer
  • James L RaperExecutive Officer
  • Mathew F DellorsoExecutive Officer
Offering amount
$2.5M
Minimum investment
$25K
Incorporated
Corporation, Delaware
Federal exemptions
06c
Full filing on SEC EDGAR ↗
▶$2.2MraisedSep 2015 · 7 investors · Other Banking and Financial Services
Rule 506(b)
Officers, directors & promoters on the filing
  • Fred E BryantExecutive Officer
  • Mathew F DellorsoExecutive Officer
  • James L RaperExecutive Officer
Offering amount
$5M
Amount sold
$2.2M
Minimum investment
$25K
First sale
Aug 2015
Incorporated
Corporation, Delaware, 2010
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$45KraisedJun 2015 · 2 investors · Other Banking and Financial Services
Rule 506(b)
Officers, directors & promoters on the filing
  • Frederick BryantDirector
  • Eric B TolbertDirector
  • David W OwingsExecutive Officer
  • Frederick BryantDirector
  • Mathew F DellorsoExecutive Officer, Director
  • Carl HanesDirector
  • Victor J MacLaughlinExecutive Officer
Offering amount
$500K
Amount sold
$45K
Minimum investment
$20K
First sale
May 2013
Incorporated
Corporation, Delaware, 2010
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$95KraisedJun 2015 · 3 investors · Other Banking and Financial Services
Rule 506(b)
Officers, directors & promoters on the filing
  • Victor J MacLaughlinExecutive Officer
  • Eric B TolbertDirector
  • David W OwingsExecutive Officer
  • Mathew F DellorsoExecutive Officer, Director
  • Frederick BryantDirector
  • Carl HanesDirector
  • Frederick BryantDirector
Offering amount
$200K
Amount sold
$95K
Minimum investment
$20K
First sale
Nov 2010
Incorporated
Corporation, Delaware, 2010
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Competitors · 1

by search overlap
Smarsh10 shared keywordsSmarsh provides AI-powered platform for capturing, archiving, and analyzing regulated communications data to help financial institutions meet compliance requirements and uncover business intelligence. The company serves financial institutions and other regulated enterprises needing to manage communications data across email, chat, voice, video, and other channels.

Companies competing with Wealth Forge for the same Google search keywords, organic and paid, via search-intersection analysis.

Frequently asked questions

What does Wealth Forge do?
WealthForge operates a technology-driven managing broker-dealer business for alternative capital markets, connecting sponsors, advisors, transfer agents, and other participants across the capital-raising and investment process. It supports private placement offerings and related compliance, due diligence, and investor operations.
Who founded Wealth Forge?
Wealth Forge was founded by Mathew Dellorso in 2010.
Who are Wealth Forge's investors?
Wealth Forge's investors include Motley Fool Ventures, NRV, SenaHill Partners.
How much funding has Wealth Forge raised?
Wealth Forge has disclosed $7.8M raised across 8 of its 10 known rounds.
Where is Wealth Forge headquartered?
Wealth Forge is headquartered in 3015 W. Moore Street, US.