Clearing Up Misconceptions about Alts August 12, 2022 | John Rickman | WealthForge Have you ever wondered why alternative investments are called “alternative” investments? Industry insiders know that “alts” are essentially anything other than stocks, bonds, or cash. They can include real estate, hedge funds, private equity, and even fine art and antiques. Unfortunately, broadly…

The Expanding Universe of Business Development Companies and their Real-World Investment Impacts July 20, 2022 | John Rickman | WealthForge A recent blog post from WealthForge: Tax-advantaged, non-traded business development companies (BDCs) are alternative investment funds designed to boost the economy while generating a steady stream of income for both retail and accredited investors in…

Opportunity Zone Funds: Could Changes Be on the Horizon? June 28, 2022 | John Rickman | WealthForge A recent blog post from WealthForge: A key incentive of the federal opportunity zone program may have expired, but qualified opportunity zone funds continue to offer considerable long-term tax advantages for investing in private capital. In addition, legislative…

Opportunity Zone Experts, USG Realty Capital, Select WealthForge for Managing Broker-Dealer Services and Technology Solutions to Streamline Investment Process May 6, 2022 | USG Realty Capital USG Realty Capital, a leading investment sponsor specializing in opportunity zones, announced today that they have selected WealthForge, a registered broker-dealer and developer of Altigo, a subscription automation platform for…

2021: A Record Breaking Year for Altigo February 1, 2022 | Heather Acey | WealthForge In 2021, a clear theme emerged to describe the Altigo platform and team: Exponential growth. Today we take a look back at a mind-blowing year of growth and teamwork, all made possible by our clients and dedicated team of professionals that…

Altigo has crossed the $1 billion mark in alternative investments completed on the platform, representing nearly 4,000 alts subscriptions since its...

Automation and Alts: How Firms Use Automation to Gain a Competitive Advantage September 28, 2021 | James Sprow A Blue Vault ALTSTECH Series Webinar September 9, 2021 Panelists: Bill Robbins, CEO of WealthForge Drew Jackson, President and CEO of Concorde Investment Services James Brunger, Executive VP National Sales from Capital Square These industry experts discussed…