Alto has agreed to acquire Forge Trust and its parent company, Forge Services, from Forge Global, a Charles Schwab company. The acquisition will create a self-directed retirement investment platform with more than $20 billion in assets under custody and administration. The financial terms of the agreement were not disclosed.
Alto Agrees To Acquire Forge Trust in Strategic Acquisition
Alto Agrees To Acquire Forge Trust in Strategic Acquisition
AcquisitionFinancial ServicesUS
Get the full Forge Trust company profile
Access contacts, investors, buying signals & more
Acquired
Forge Trust
United StatesFinancial Services
Undisclosed amount
October 6, 2026
Acquirer
Alto
Unlock GTM signals
Discover Forge Trust's tech stack and active buying intent.
Unlock key decision-makers
Get direct access to the decision-makers at Forge Trust.