Acquiring Company
Alto
Acquired Company
Forge Trust
DallasNew YorkCryptocurrencyDescription
Alto has announced its agreement to acquire Forge Trust Co. from Charles Schwab. The acquisition will create a leading independent self-directed retirement investment platform in the U.S. The combined entity will manage over $20 billion in assets and serve more than 60,000 self-directed IRA accounts.
Fundz sees it the moment Alto makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Frequently asked
Who acquired Forge Trust?
Forge Trust was acquired by Alto, based in Dallas. The deal was reported on October 6, 2026. Alto is a technology-led platform connecting retirement capital with private markets. It focuses on creating innovative solutions for investing through retirement accounts. Alto is privately held.
When did Alto acquire Forge Trust?
Alto's acquisition of Forge Trust was reported on October 6, 2026. Alto has announced its agreement to acquire Forge Trust Co. from Charles Schwab. The acquisition will create a leading independent self-directed retirement investment platform in the U.S. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Forge Trust do?
Forge Trust is a leading custodian for alternative assets. It is privately held, operating in Cryptocurrency, and is based in New York.
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