WealthForge

wealthtech (retail)other investments platform

FOUNDING YEAR: 2009
LOCATION: United States
Last Update: 01/05/2020

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About

WealthForge Holdings, Inc. operates Fundroom.com, a social network that connects entrepreneurs and investors online. Its platform provides tools for entrepreneurs to create business profiles to raise the investment capital needed to start or continue to grow their business, and display fundraising needs to a database of active accredited investors who receive deal flow in their email inbox.

Focus

PRODUCTS & SERVICES

Invest Button, Analytics & WhiteLabel Services. Provides a single integrated solution to execute and manage the process of raising capital, from thorough compliance reviews, to data-rich dashboards that allow complete transparency.

REVENUE MODEL

Company earns revenue by three ways: 1- Fees charged on the money a customer raises in each deal. 2- Selling its technology to clients. 3- Monthly fees for processing and hosting transaction data for customers.

MAIN CLIENTS

Help companies

private equity firms and real estate groups

EXISTING PARTNERSHIPS

Histogen

PENSCO

CrowdFeltrim

eWater Advantage

Standing Room Capital,

Traction

VALUATION / MARKET CAP:

$14.86 M in 2015

REVENUE COMMENT:

Undisclosed by company

TRANSACTIONS VALUE:

$83 M

People

FOUNDERS

Mat Dellorso

Fred Bryant

NUMBER OF EMPLOYEES

51-200

INVESTORS:

CIT GAP Funds

Dan Mindus

Jennifer O'Daniel

Jim Cheng

New Richmond Ventures

SenaHill Partners

Momentum

FUNDED

YES

TOTAL FUNDING

$5.23 M

DATE OF LAST FUNDING

Jan 2016

FUNDING SERIES

SERIES A  · $3 M  · Jan 2016

OTHERS  · $2.23 M · Sep 2015

LISTED

NO

BASICS

FOUNDING YEAR:

2009

LOCATION:

United States

Views:

56 VISITORS | 98 VIEWS
LATEST FUNDING ROUND

$5.23 M

TOTAL EMPLOYEES
51-200

About

WealthForge Holdings, Inc. operates Fundroom.com, a social network that connects entrepreneurs and investors online. Its platform provides tools for entrepreneurs to create business profiles to raise the investment capital needed to start or continue to grow their business, and display fundraising needs to a database of active accredited investors who receive deal flow in their email inbox.

Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive Slack community where you can engage in discussions with global industry experts!

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Momentum+
Traction+
People+
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