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Mathew Dellorso

Founder of WealthForge. I help advisors access and allocate to alternative investments via Altigo.

Mathew Dellorso is a seasoned finance professional and entrepreneur currently serving as Managing Director at SEI since December 2023.23 He co-founded WealthForge Holdings, Inc. in September 2010, where he developed an online platform for alternative investment transactions to enhance transparency and efficiency for advisors and clients.13

Career Highlights

  • Co-Founder & Managing Principal at WealthForge Holdings, Inc. (October 2010 - Present)1
  • Managing Director at SEI (December 2023 - Present)23
  • Previously served as Chief Revenue Officer at WealthForge4

Education

  • University of Richmond - Robins School of Business
    • BSBA in Finance and Entrepreneurship (2005 - 2009)1

Licenses & Certifications

Dellorso holds several FINRA licenses, including:

  • Series 7 (January 2012)
  • Series 63 (February 2012)
  • Series 24 (March 2013)
  • Series 79 (October 2013)1

Achievements

  • Winner of the Rise of the Rest Richmond $100k Award (May 2015)1
  • 3rd Place Global in the UBS Future of Finance Challenge 20151
  • #1 on RVA 25: Class of 2016 by Richmond BizSense1
  • #932 on Inc 5000 List 20181
  • #189 on the Deloitte Technology Fast 500 List 20181

Mathew Dellorso has played a significant role in the alternative investment industry, leveraging technology to improve investment processes and expand distribution networks for fund managers and advisors.2

Related Questions

What inspired Mathew Dellorso to co-found WealthForge?
How did WealthForge achieve such rapid revenue growth?
What are some of the key innovations introduced by WealthForge?
How did winning the UBS Future of Finance Challenge impact WealthForge?
What role did Mathew Dellorso play in WealthForge's success?
Mathew Dellorso
Mathew Dellorso, photo 1
Mathew Dellorso, photo 2
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Location

Richmond, Virginia, United States