Wealthforge
WealthForge is one of the largest and most experienced managing broker-dealers of alternative investment products. With more than a decade of processing investments, WealthForge has cemented itself as an industry innovator. We've reimagined the managing broker-dealer role as a value-added service instead of just a necessary compliance hurdle. We provide a technology-forward, consultative approach to alternative investment sponsors.
7-day free trial · no credit card
Verified contacts
25
available on Kipplo
LinkedIn employees
35
11 to 50 range
Open roles
—
no listings
Distinct roles
21
indexed titles
Tech stack
8
tools in use
Monthly traffic
282
organic / mo
Sign up free to see all 25 verified contacts at Wealthforge
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
25 contacts with verified email or phone · masked until revealed.
- DA
Donna Arles
Financial Operations Principal · Finance & Accounting
EmailPhone - LS
Lora Sekosky Smith
Director, Ibd Distribution Services · Operations
EmailPhone - MR
Michael Roman
Director, Managing Broker Dealer Services · Other
EmailPhone - EC
Eduardo Corona
Manager - Due Diligence · Finance & Accounting
EmailPhone - MH
Merritt Harrell
Supervisory Principal · Finance & Accounting
EmailPhone - PS
Philip Scheurer
Associate · Finance & Accounting
EmailPhone - HC
Hannah Ceriani
Compliance and Regulatory Senior Associate · Other
EmailPhone - JR
Jim Raper
Chief Compliance Officer · Legal
EmailPhone - MH
Michael Hughes
Quality Assurance and Business Analyst Intern · Other
EmailPhone
Showing 9 of 25 verified contacts
Top roles at Wealthforge
21 distinct titles indexed · top 10 shown.
- 2java developer
- 2net developer
- 2qa automation engineer
- 1, -
- 1associate
- 1ceo
- 1chief compliance officer
- 1compliance and regulatory senior associate
- 1director, ibd distribution services
- 1director, managing broker dealer services
- +11more titles
Sign up to unlock all 25 contacts at Wealthforge
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 25 verified contacts at Wealthforge
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.