FinovateSpring 2015 / WealthForge

Presenter Profile:

How they describe themselves: At WealthForge, we’ve moved the manual, back-office tasks associated with raising private capital to the online world. Each year, nearly a trillion dollars in private capital is raised for everything from real estate, corporate debt, energy, start-ups and more. It’s a large market, but the process is complicated. Our turnkey solution enables private investment transactions to be processed online, providing full visibility among stakeholders, all with the safety and security of a trusted partner who is a member of FINRA and SIPC. This allows those raising private capital to focus on building investor relationships and driving their business forward. That’s raising capital, simplified.

How they describe their product/innovation: With our Invest Button, issuers and intermediaries now have a technology-enabled, turnkey solution to outsource the back office tasks to complete a private securities transaction. This full-featured platform provides everything needed from beginning to end to process the transaction – including compliance, escrow management, reporting and more.

Product distribution strategy: Direct to Business (B2B)


Bus. Dev.: Todd Schweber, Bus. Dev. Manager,
Press: Heather Perry, Creative Director,
Sales: Arthur Weissman, Head of Sales & Marketing,

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