Alto to Acquire Forge Trust and Forge Services from Forge Global
October 6, 2026
Alto agreed to acquire Forge Trust and its parent, Forge Services, from Forge Global, Inc., a Charles Schwab company. The combination is expected to create a self-directed retirement investment platform with more than $20 billion in assets under custody and administration, combining Forge Trust’s custodial capabilities and relationships with Alto’s technology and investment infrastructure.
- Buyers
- Alto
- Targets
- Forge Trust, Forge Services
- Sellers
- Forge Global, Inc.
- Industry
- Financial Services
- Location
- California, United States
- Transaction Type
- Buyout
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