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Forge Trust Co.

In network coverage since October 6, 2026 · 8 stories

5Deals on our tracker

Deal recordFull tracker →

Oct 19, 26Deal announcedSchwab · Alto — coverage

Oct 6, 26Deal announcedAlto · Charles Schwab — coverage

Oct 5, 26Deal announcedSchwab · Alto · $20B — coverage

Oct 5, 26Deal announcedSchwab · Alto · Forge Services Inc. · $20B — coverage

Oct 5, 26Deal announcedAlto · Forge Services Inc. · Forge Global · $20B — coverage

Network coverage

portfolio

AssetMark adds two private equity interval funds, taking shelf to six

Calamos Aksia and StepStone funds can be held standalone or in unified managed accounts, where a $250,000 minimum applies to goals-based strategies.

the_wrap · Oct 8Alto agrees to acquire Forge Trust, adding more than 60,000 private-market IRA accounts

book · Oct 7Schwab agrees to sell Forge Trust self-directed IRA custodian to Alto

Deals & PE · Oct 7Bluespring folds Family Wealth Counseling into KDI; AlphaCore adds Blue Rock; Constellation backs BakerAvenue

investments · Oct 7Alto agrees to acquire Forge Trust, adding more than 60,000 private-market IRA accounts

Features · Oct 7Alto buying Forge Trust pools $20 billion in IRAs; MSCI and CUSIP extend private-company IDs

investments · Oct 6Alto to buy Forge Trust from Schwab, combining over $20 billion in retirement assets

M&A · Oct 6Alto to buy Forge Trust from Schwab, pooling $20 billion in retirement assets

THE DESK BRIEF

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