WealthForge Information
Contact top employees from
WealthForge
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 |    |
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 | |
|---|---|---|---|---|---|
| 2011 | Privately Held | 100 - 250 | 3.2M | $24.2M | |
| 2006 | Public Company | 1.0K - 5.0K | 400M | $76M | |
| 2010 | Privately Held | 100 - 250 | 11.4M | $33.6M | |
| 2007 | Public Company | 1.0K - 5.0K | 171.8M | $13.9M |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at WealthForge shows a diverse range of experience levels:
3% have been with the company for less than 1 year7% for 1–2 years17% for 3–4 years20% for 5–7 years30% for 8–10 years23% have over 11 years of service at WealthForgeContact top employees from
WealthForge
Bill Robbins
CEO
Pamela Stevens
HR and Office Coordinator
Michael Hughes
Quality Assurance and Business Analyst Intern
Drew Jackson
Business Development Manager
Andrew Batz
Junior Developer
Crystal Thomas
QA Automation Manager
Michael Roman
Director, Managing Broker Dealer Services
Merritt Gilbert
Supervisory Principal
Caroline Hare
Operations Analyst
Jathan Jackson
Compliance Analyst
Donna Arles
Financial Operations Principal
Eduardo Corona
Manager - Due Diligence
Obie Quelland
CTO
Eric Berglund
Jr QA Automation Engineer
David Kangas
General Securities Representative
Trevon Compito
Senior Staff Accountant
Hannah Ceriani
Compliance and Regulatory Senior Associate
Arti Aggarwal
.NET Developer
Krutika Nitin
Java Developer
Sandip Patel
.NET Developer
madhu smita
UI Developer
Philip Scheurer
Associate
Annapoorani Murali
Java Software Developer
Anand Kalyan
QA Automation Engineer
Folahan Amoo
Entrepreneur
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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.
