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Forge Global
In PWD coverage since August 14, 2026 · 2 stories
1Deals on our tracker
Deal recordFull tracker →
Jul 20, 26Deal closedCharles Schwab
PWD coverage
Deals & PE
Goldman's Neos deal puts a price on the race to own product factories
Schwab's Forge close and Orion's Goldman custody integration extend the same logic. The likely cost to RIAs is fewer independent entry points.