A Tech-Enabled Managing Broker-Dealer
Paving a frictionless path in the alternative investments industry.
In 2009, WealthForge was founded on the idea that alternative capital markets are opaque, inefficient, and rife with barriers, and that notion still guides us to this day. Over 15 years later, WealthForge Securities remains a leader as a Managing Broker-Dealer, providing a consultative yet collaborative approach to helping our clients. With thorough diligence and transparent practices, our team is built to help our clients navigate the alternative investment space and understand the hurdles that may arise with their capital raise. Through our tech-enabled processes, our team takes care of the operational burdens of a capital raise, granting our clients more time to focus on fundraising and internal initiatives.
15 DAYS
401K
PAID
BALANCE
FREE
FLEXIBLE
The best place you've
ever worked.
That's what we strive for. Working at WealthForge offers an opportunity to join a growing team of ambitious self-starters dedicated to pioneering fintech solutions for investors in alternatives. At WealthForge, we place equal value on our work and our workers, fostering an open, inclusive, and outcomes-focused work environment that makes it possible for you to see the difference you make to our business rather than feeling like a cog in a machine.
We know that our team members do their best work when they are happy and healthy and given the tools they need to grow professionally and as an individual. That’s why we promote hands-on learning and internal knowledge-sharing, using digital software and other tools that make our work collaborative and elastic. We also know that people have lives outside of work, thus our work culture is family-friendly and flexible, allowing for remote work as an option or the choice of working at our office centrally located in Richmond’s Scott’s Addition district.
Our Values
Our team embraces six core values.
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TRANSPARENCY
We foster teamwork by communicating within and across departments, keeping each other accountable, and treating our colleagues with respect.
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INTEGRITY
We are honest with ourselves and with others, while doing the right things—the right way.
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LEADERSHIP
We are empowered to take ownership, share ideas, and make a tangible difference for our clients, our team, and our industry.
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AGILITY
We are able to quickly adjust to evolving demands and are open to opportunities that may take us down a different path.
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GROWTH
We promote personal and professional betterment, because as our team grows and succeeds, so will our clients and business.
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OPTIMISM
We stand together in the face of challenges and find creative solutions to overcome them.