WealthForge, a firm that is transforming the outdated way private capital is raised, has been named one of three (3) winners of the UBS Future of Finance Challenge. They were selected from more than 600 submissions across 52 countries.
UBS, the largest global wealth manager with over a trillion dollars in assets under management, identified WealthForge’s platform as a leading technology with potential to unlock significant scalability to their network of financial advisors and investment banking professionals.
Since the JOBS Act, the future of private capital formation is changing rapidly. According to Mat Dellorso, Chief Strategy Officer and Co-Founder at WealthForge, the firm’s technology can simplify the arduous, costly and complicated process of raising private capital. “With the WealthForge Invest Button, we’ve integrated advanced technology, standardized transaction processing and effective risk management to make the entire process simpler and more transparent,” said Dellorso.
WealthForge’s platform provides all of the services needed to complete a private securities transaction. They have integrated back-office activities including investor accreditation, regulatory filings and escrow delivered through a simple-to-use Invest Button.