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.
Location
California, United States
Transaction Type
Buyout

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