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Wednesday, October 7, 2026The Morning Brief →Sign in
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Forge Global

In network coverage since August 14, 2026 · 6 stories
2Deals on our tracker
Deal recordFull tracker →
Oct 5, 26Deal announcedAlto · Forge Trust Co. · Forge Services Inc. · $20B — coverage
Jul 20, 26Deal closedCharles Schwab
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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
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
Deals & PE · Aug 16Goldman's Neos deal puts a price on the race to own product factories
Allocators · Aug 14Rachleff: Retail private funds are 'high-priced junk' amid Schwab Forge push
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