Wealth Forge
3015 W. Moore Street, US · Founded 2010 · Delaware corporation · 36 employees on LinkedIn · 3 known investors
Find your way into Wealth Forge
259 people in our graph share verified history with the Wealth Forge team — schools, employers, funds. One of them is your warm intro.
Yusuf Özdalgaunlockedknows Obie Quelland · together at University of Virginia (overlapped)
×3knows the team · via Virginia Tech
×2knows the team · via University of Virginia
×5knows the team · via University of Richmond
knows the team · via Virginia Commonwealth University
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.
Founders & leadership
Wealth Forge was founded in 2010 by Mathew Dellorso and FREDERICK E BRYANT, JR..
MD
Mathew DellorsoinCo-FounderMathew Dellorso is a finance and technology entrepreneur who previously founded Altigo, an alternative investment marketplace and subscription automation platform for fund managers and financial advisors, which was acquired by SEI. He was also a co-founder of WealthForge Holdings and a founding principal of WealthForge Securities, a registered broker-dealer firm.
FE
FREDERICK E BRYANT, JR.Co-founder
GW
George W RobbinsExecutive
TB
Timothy BoykininCorporate Counsel and Secretary2014–2020
OQ
Obie QuellandinCTO2016–2026Obie Quelland spent over nine years at WealthForge and SEI in technology and software development roles before serving as an executive officer at WealthForge, which operates a broker-dealer platform for alternative capital markets.
BR
Bill RobbinsinChief Executive OfficerBill Robbins is Chief Executive Officer of WealthForge, a broker-dealer platform that connects sponsors and advisors in alternative capital markets.
JR
Jim RaperinChief Compliance OfficerJim Raper has spent three decades in financial services and corporate operations, including roles as President and COO of an IT consultancy and as an investment banker at firms spanning from boutique to Fortune 500. He holds undergraduate degrees in Business Administration and Finance from Virginia Tech and an MBA from Virginia Commonwealth University, along with FINRA licenses including Series 7, 24, 27, 63, 79, and 99.
DA
Donna ArlesinFinancial Operations Principal
Board
BM
JB
TC
Investors · 3
Reported raises · per SEC filings
Form D private placements$7.8M disclosed across 8 of 10 rounds · 2010–2023
▶$1MofferedOct 2023 · Business ServicesRule 506(b)
▶$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
▶$135KraisedJan 2020 · 4 investors · Other TechnologyRule 506(b)
▶$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
▶$3MraisedApr 2019 · 15 investors · Other TechnologyRule 506(b)
▶$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
▶$1MraisedApr 2017 · 1 investors · Other Banking and Financial ServicesRule 506(b)
▶$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
▶$2.5MofferedSep 2016 · Other Banking and Financial ServicesRule 506(c)
▶$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
▶$2.2MraisedSep 2015 · 7 investors · Other Banking and Financial ServicesRule 506(b)
▶$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
▶$45KraisedJun 2015 · 2 investors · Other Banking and Financial ServicesRule 506(b)
▶$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
▶$95KraisedJun 2015 · 3 investors · Other Banking and Financial ServicesRule 506(b)
▶$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
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 1
by search overlapCompanies 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, FREDERICK E BRYANT, JR. 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.