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WealthForge, PENSCO Announce Partnership
[July 30, 2014]

WealthForge, PENSCO Announce Partnership


RICHMOND, Va. --(Business Wire)--

WealthForge, a leading provider of turnkey solutions for raising capital online, and PENSCO Trust Company, a leading alternative asset custodian helping investors buy, hold and divest non-publicly traded investments in tax-advantaged accounts, today announced a new partnership that will help simplify the process of direct investment into private placements online for investors. The collaboration between the two companies will bring the ability to invest self-directed retirement funds (IRAs, Roth IRAs, etc.) into private securities, expanding access to the fast-growing online private placement space.

"PENSCO is a leader in the alternative custodian industry, and the integration of our technologies will allow clients to invest directly in private placements through our platform partners," said Mat Dellorso, CEO and Founder of WealthForge. "This partnership supports the move of private security investing to the online world. It reflects our desire to promote best practices and instill greater confidence in investing online. PENSCO is the type of quality partner that embodies the high industry standards we are trying to set."

"At PENSCO, our mission is to help clients direct retirement funds into asset classes they may not have previously had access to through enhanced technology offerings and strategic partnerships with innovative companies such as WealthForge," added Kelly Rodriques, Chief Executive Officer, PENSCO. "PENSCO is excited about the opportunities that firms like WealthForge ar opening up to individual self-directed investors."



WealthForge recognized several years ago that accredited investors could benefit from the efficiencies and cost savings of online marketplaces and has been operating as a member of the Financial Industry Regulatory Authority (FINRA) since 2011. The partnership with PENSCO represents another key component to help make investing online easier than traditional methods. Similar to its recent partnership with CUSIP Global Services (CGS), WealthForge is dedicated to bringing accessibility and transparency to the world of private investments.

To speak with either company, please contact:


About PENSCO

PENSCO Trust Company has been helping investors use their retirement account funds to invest in real estate, private equity and other non-exchange traded assets since 1989.

As the trusted custodian of over $10 billion in assets on behalf of more than 50,000 clients, PENSCO works with asset sponsors, financial institutions, and financial advisors, as well as self-directed investors who typically have a point of view about alternative investment opportunities based on their own knowledge or expertise and would like to put their tax-advantaged retirement dollars to work in these opportunities.

To learn more visit www.pensco.com.

PENSCO Trust Company performs the duties of an independent retirement custodian, and, as such, does not provide investment advice, sell investments or offer any tax or legal advice. Potential clients are advised to perform their own due diligence in choosing an attorney, tax advisor, or any investment opportunity.

Alternative investments are not FDIC insured and are subject to risk, including loss of principal.

About WealthForge

WealthForge Holdings, Inc. is a leader in providing solutions to enable online private investments-investments made in private companies, real estate, and funds that are not on a public exchange. WealthForge provides the technology and oversight needed to complete these private investment transactions within SEC (News - Alert) regulations through its wholly-owned licensed broker-dealer subsidiary.

WealthForge's services include compliance, investor verification, transaction processing, shareholder services and access to larger pools of capital. WealthForge's broker-dealer subsidiary has been operating as a member of the Financial Industry Regulatory Authority (FINRA) since 2011.

To learn more about WealthForge please visit: www.wealthforgeholdings.com.


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