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The IPA is pleased to highlight WealthForge as a Bronze sponsor. Please take a few minutes to learn about their company and how they can help your business.



WealthForge is a financial technology company that combines regulatory expertise and technology solutions to streamline investments in alternative securities. Altigo, our straight through processing platform, brings the alternative investment process into the 21st century, so investing feels more like checking out on Amazon and less like waiting in line at the DMV. Altigo is built to seamlessly connect the alternatives ecosystem—helping broker-dealers, registered investment advisors, and investment sponsors lower NIGO error rates to 5% or less, speed up order entry and reduce overall cycle time to 2 days on average.

Business Mission

At WealthForge, we envision a frictionless path to ownership for all alternative investments. We were founded upon the idea that alternative capital markets are opaque, inefficient, and rife with barriers—and that needed to change. We set out to break these barriers, expand accessibility, and create a platform that connects wealth managers, investment sponsors, transfer agents and other participants across the entire process.

For More Information:
Megan Bosch
Sr. Director,
Business Development