WealthForge Holdings, Inc.

 WealthForge Holdings, Inc. contact information is shown below
Owner:WEALTHFORGE HOLDINGS, INC.
Owner Address:Suite 237 6800 Paragon Place Richmond VA 23230
Owner Web Site
Owner Phone
Owner Toll Free
Owner Fax

 

Brands Owned byWealthForge Holdings, Inc.

Brand:

ALTIGO

Description:

Providing information regarding alternative investment offerings of equity or debt securities to financial intermediaries, financial advisors, and investors; Financial services, namely, facilitating financial transactions for securities via an online platform that connects issuers and their intermediaries with financial advisers and investors; Financial services, namely, conducting straight-through processing and data exchange for alternative investment transactions;Providing a website that gives financial intermediaries, financial advisors, investors, and issuers the ability to configure web functionality featuring user-defined information relating to alternative investment opportunities; Providing a website featuring non-downloadable software and applications for use in facilitating alternative investment transactions; Providing a website featuring non-downloadable software and applications for use in obtaining electronic signatures for investment transactions; Providing a website featuring non-downloadable software and applications for use in conducting straight-through processing and data exchange for alternative investment transactions; Temporary use of online, non-downloadable software and applications to allow financial intermediaries, financial advisors, and investors to participate in or obtain information about alternative investments directly or on behalf of others; Providing temporary use of online, non-downloadable software and applications for the purpose of managing investor and investment information relating to alternative investment transactions;

Category: PROVIDING INFORMATION REGARDING ALTERNATIVE INVESTMENT
Brand:

CROWDIPO

Description:

Banking and financing services; Brokerage services for capital investments; Capital investment consulting; Capital investment services; Consultancy concerning financing of energy projects; Consultancy of capital investment; Corporate finance services, namely, consultation in the field of capital structure; Equity capital investment; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consulting services, namely, expert analysis in finance; Financial investment brokerage; Financial investment brokerage services; Financial investment in the field of private securities; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, raising debt and equity capital for others; Financing of industrial activities; Financing of real estate development projects; Financing services; Incubation services, namely, providing financing to freelancers, start-ups, existing businesses and non-profits; Information, advisory, consultancy and research services relating to finance and investments; Investment brokerage; Investment consultancy; Investment consultation; Maintaining escrow accounts for investments; Private equity fund investment services; Project financing; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing venture capital, development capital, private equity and investment funding; Real estate financing services; Real estate investment services; Securities trading and investing services for others via the Internet; Transfer agency services rendered to issuers of investment securities; Venture capital advisory services; Venture capital financing; Venture capital funding services to emerging and start-up companies; Venture capital services, namely, providing financing to emerging and start-up companies;CROWD IPO;Business advice and information relating to loans, finance and capital; Providing a website featuring company profiles entrepreneurs can use to attract venture capital;

Category: BANKING FINANCING SERVICES
Brand:

DYNAMIC TOMBSTONE

Description:

Providing investors with financial information; Provision of financial information; Information, advisory, consultancy and research services relating to finance and investments; Providing financial information, namely, providing specific information regarding a private placement offering to solicit investors; Financial services, namely, providing information in the fields of currency, commodities, financial derivatives, interest rate products and equities via the internet and intranet systems; Providing information regarding a private placement offering of equity or debt securities, such services not to include offering mutual funds or the management or provision of mutual funds;Providing business information and advertising regarding private placement offerings, namely, providing business information to help investors to determine whether to invest in an offering; Advertising services for promoting the sale of stocks and other securities; Providing information pertaining to investors who qualify to purchase certain types of securities;

Category: PROVIDING INVESTORS WITH FINANCIAL INFORMATION
Brand:

FUNDROOM

Description:

Brokerage services for capital investments; Equity capital investment; Venture capital funding services to emerging and start-up companies;FUND ROOM;Business advice and information relating to loans, finance and capital; Business venture development and formation consulting services for the crowdfunding industry; New business venture development and formation consulting services;

Category: BROKERAGE SERVICES CAPITAL INVESTMENTS
Brand:

INVEST BUTTON

Description:

Financial analysis and consultation, namely, reviewing private placement offerings to present to potential investors; providing financial due diligence services for private placement offerings, namely, verification of investors, integration with third party providers including escrow agents in the nature of providing escrow services, and performing bad actor checks in the nature of regulatory compliance; Financial services, namely, securities broker-dealer services, securities broker-dealer syndication services, trading of securities and municipal securities; Private placements of hedge funds, private equity funds, securities and derivatives for others; Financial advice and consultancy services, namely financial consulting in the field of securities compliance for private placement transactions provided to broker dealers, investment advisors, and issuers;INVEST;

Category: FINANCIAL ANALYSIS CONSULTATION
Brand:

POWERING THE NEXT GENERATION OF PRIVATE CAPITAL MARKETS

Description:

providing financial due diligence services for private placement offerings, namely, reviewing financial reports, financial statements, and other financial documents related to potential private placements; securities broker-dealer syndication services, namely, introducing securities broker-dealers that may be interested in performing services for an offering to the offering; financial due diligence services, namely, verifying the identity, accreditation status, and suitability of potential investors; financial services, namely, securities broker-dealer services; private placements of private equity funds, securities, and derivatives for others; providing on-line private placements of private equity funds, securities, and derivatives for others;financial intermediary services, namely, facilitating the financing of startup and existing businesses and business projects by matching financial intermediaries with securities issuers;

Category: PROVIDING FINANCIAL DUE DILIGENCE SERVICES
Brand:

RAISING CAPITAL, SIMPLIFIED.

Description:

Financial services, namely, securities broker-dealer services, securities broker-dealer syndication services, trading of securities and municipal securities, business fundraising and crowdfunding services, facilitating and arranging for the financing of startup and existing business and projects; Private placements of hedge funds, private equity funds, securities and derivatives for others; providing on-line business fundraising and crowdfunding services; providing SEC, FINRA and self-regulatory compliance services for private placement transactions;Reviewing private placement offerings to present to potential investors; providing due diligence services for private placement offerings, namely, verification of investors, integration with third party providers including escrow agents, generating reports and statements and performing bad actor checks;RAISING CAPITAL;Software design and development; software customization; developing customized white-label solutions for others; providing temporary use of on-line non-downloadable software for crowdfunding and fundraising applications; providing API integration to a securities transaction engine;

Category: FINANCIAL SERVICES
Brand:

WEALTHFORGE

Description:

WEALTH FORGE;Clearing and reconciling financial transactions via a global computer network; [ Conducting financial feasibility studies; Credit and financial consultation; ] Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; [ Financial asset management; Financial clearing houses; Financial consultancy; Financial consultation; Financial consulting; ] Financial consulting and advising in the field of mergers and acquisitions; [ Financial consulting in the field of real estate note brokerage; Financial consulting services, namely, advising others regarding intellectual property investments; Financial consulting services, namely, expert analysis in finance; Financial exchange; Financial forecasting; ] Financial information; Financial information and advisory services; Financial information and evaluations; Financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of financial classification of companies and securities; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; [ Financial research and information services; Financial securities exchange services; ] Financial services in the nature of an investment security; [ Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; ] Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, business fundraising for others; Financial services, namely, business fundraising provided over a computer network such as the Internet; [ Financial services, namely, conducting a securities and derivatives exchange; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, corporate workout, debt restructuring, receivership, and loan resolution for commercial loans; Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the U.S. and overseas market securities; ] Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; [ Financial services, namely, microfinance lending services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the U.S. and overseas market securities; Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; ] Financial services, namely, raising debt and equity capital for others; Financial services, namely, raising money for the hedge funds of others; [ Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial valuation of personal property and real estate; Financial valuations; Leveraged buy outs and investments in financially distressed or underperforming companies; ] On-line trading of financial instruments, shares, options and other derivative products; Organization of online stock exchanges for the benefit of the trade of stocks and other financial securities; [ Organization of stock exchanges for the benefit of the trade of stocks and other financial values; Providing a web site featuring personal financial information and financial advice; ] Providing a web site that assists financial professionals in the management of retirement accounts; [ Providing a web site where users can post ratings, reviews and recommendations on stocks, bonds, mutual funds and other financial instruments; Providing a website featuring non-downloadable videos in the field of financial planning; ] Providing financial information; [ Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; ] Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information in the field of financial stock and equity markets; Providing investors with financial information; [ Providing on-line financial calculators; Provision of a financial exchange for the trading of securities, shares and options and other derivative products; ] Provision of financial information;

Category: WEALTH FORGE
Brand:

WEALTHFORGE NETWORK

Description:

Provision of Financial Information; Providing financial intermediaries and investors with financial information; Providing financial information, namely, providing specific information regarding a potential private placement offering to a network of financial intermediaries and investors; Information, advisory, consultancy and research services relating to finance and investments; Financial services, namely, providing information in the fields of currency, commodities, financial derivatives, interest rate products and equities via the internet and intranet systems; Providing information regarding a private placement offering of equity or debt securities; Financial services, namely, assisting others with the completion of financial transactions for securities via a platform that allows issuers and intermediaries seeking help in raising capital to bring their offering to a network of financial intermediaries who are interested in selling private placement offerings to their investors;Providing business information and advertising regarding private placement offerings, namely, providing business information for financial intermediaries to use in soliciting investors in a private placement offering; Providing information pertaining to investors who qualify to purchase certain types of securities; Advertising services for promoting the sale of stocks and other securities;NETWORK;

Category: PROVISION FINANCIAL INFORMATION
Brand:

WHERE CAPITAL GOES, PROGRESS FOLLOWS

Description:

Financial services, namely, securities broker-dealer services in the nature of security brokerage, securities broker-dealer syndication services in the nature of security brokerage, trading of securities and municipal securities, business fundraising and crowd funding services in the nature of providing financing from money collected from individuals, facilitating and arranging for the financing of startup and existing business and projects; private placements of hedge funds, private equity funds, securities and derivatives for others; providing on-line business fundraising and crowd funding services in the nature of providing financing from money collected from individuals;Reviewing private placement offerings to present to potential investors, namely, providing information pertaining to investors who qualify to purchase certain types of securities; Providing due diligence services for private placement offerings, namely, business investigations for verification of investors, integration with third party providers including escrow agents, generating reports and statements and performing bad actor checks;Software design and development; software customization; providing temporary use of on-line non-downloadable software for facilitating private placement transactions;

Category: FINANCIAL SERVICES