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Wednesday, October 7, 2026The Morning Brief →Sign in
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Eric Satz

Alto · Reported Oct 7
In network coverage since August 14, 2026 · 6 stories
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Schwab agrees to sell Forge Trust self-directed IRA custodian to Alto

Advisors with clients in Forge Trust self-directed IRAs could face a custodian move to Alto, a Nashville custodian and marketplace for private-market retirement investing.
investments · Oct 7Alto agrees to acquire Forge Trust, adding more than 60,000 private-market IRA accounts
M&A · Oct 6Alto to buy Forge Trust from Schwab, pooling $20 billion in retirement assets
investments · Aug 18Alto launches a single-workflow private-market platform for RIAs
investments · Aug 18Alto's Private Deal Room targets back-office friction in IRA private-market deals
RIA · Aug 14Alto launches private deal room for RIAs; CAZ funds land on SoFi
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