WealthForge Information

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Summary

WealthForge is a private company that has been in the industry for 17 years. The company currently specializes in the Financial Services, Investment Banking & Brokerage, Diversified Financial Services areas. The position of the CEO is occupied by Bill Robbins. Its headquarters is located at Richmond, Virginia, USA. The number of employees ranges from 25 to 100. The annual revenue of WealthForge varies between 5.0M and 25M. Total funding of the company - $11.2M. To connect with WealthForge employee register on SignalHire.

Organization Website

wealthforge.com

Social Links

facebooklinkedIntwitter

Phone Number

866.603.4115

Industries

Headquarters Location

3015 W Moore St, Richmond, Virginia, 23230 US

Employees Size

10-50 employees

Specialties

Fintech, Private securities transactions, Private capital markets, Real estate investing, Private placements, Regulatory Compliance, Managing Broker-Dealer, Syndicate Administration

SIC Code

6411, 6199

DMA Code

Richmond Metropolitan Area

Founded

2009

Estimated Annual Revenue

$5.0M - 25M

Operating Status

Independent Company

Competitors

Founded
Type
Employees
Revenue
Funding
2011Privately
Held
100 - 250 3.2M $24.2M
2006Public
Company
1.0K - 5.0K 400M $76M
2010Privately
Held
100 - 250 11.4M $33.6M
2007Public
Company
1.0K - 5.0K 171.8M $13.9M

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
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Length of Employment
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Employee tenure at WealthForge shows a diverse range of experience levels:
4% have been with the company for less than 1 year8% for 1–2 years8% for 3–4 years33% for 5–7 years25% for 8–10 years21% have over 11 years of service at WealthForge
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FAQ

WealthForge operates in the Finance industries. More details can be found on the official website: wealthforge.com.
The headquarters of WealthForge are located in Richmond, United States.
The current CEO of WealthForge is Bill Robbins
You can contact WealthForge by phone at 866.603.4115.
WealthForge currently employs 10-50 people.
WealthForge's revenue is approximately 23.5M.
Well-known competitors of WealthForge include Owler - A Meltwater Offering, Ipreo, Axial and PitchBook.

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