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SEI Adds KKR to Alternative Investments Access Platform
This announcement was originally released via PR Newswire on 9/10.
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The Alternative Source: SEI Welcomes the SEI Altigo® Platform
We kicked off our new video series, The Alternative Source, with Kevin Crowe, Senior Vice President, and Mat Dellorso, Managing Director, as they...
3 min read
SEI Acquires Altigo
SEI to Leverage Unique Industry Position to Meet Market Demand and Streamline Investment Process for Alternatives
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The Advantages of Straight-Through Processing
Mike Consol, Editor at Real Assets Adviser, asked Bill Robbins, CEO at Altigo and WealthForge, to address the capabilities of straight-through...
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Altigo Transactions up 40% Since First Quarter, Crosses $3.5 Billion
Altigo has experienced consistent growth each quarter in volume, number of transactions, and active users on its platform, recently surpassing $3.5...
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Altigo Surpasses $3B in Alts Transactions
Less than a year after hitting the $2 billion mark, Altigo has crossed $3 billion in alternative investments completed on the platform, a new...
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Altigo Adds CNB Custody to the Platform to Bring Automation to Purchasing Alts in Retirement Accounts
Altigo and CNB Custody announced that they have incorporated CNB’s forms and processes into the platform to streamline the process of buying...
2 min read
Phoenix American and WealthForge Announce Partnership to Deliver Straight-Through Processing for Alternative Investments
*This post was originally published by Phoenix American via PR Newswire on May, 13, 2021 SAN RAFAEL, Calif., May 13, 2021 /PRNewswire/ -- Phoenix...
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Kingswood U.S. launches digital alternative investments platform
Originally via PRNewswire Kingswood U.S. has announced the launch of a new platform as part of the firm’s broader strategy for investing in...
2 min read
First Altigo Client Talks Alts Industry Trends and Results
The WealthForge team recently caught up with Jay Frank, Chief Operating Officer at Cantor Fitzgerald Investment Management, to get his perspective on...
1 min read
Altigo Successfully Completes Independent SOC 2 Type II Audit, Reinforcing Commitment to Data Security
WealthForge announced today that its electronic investment processing platform, Altigo, has successfully completed an independent SOC 2 Type II...