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Forge Global
In PWD coverage since August 14, 2026 · 4 stories
1Deals on our tracker
Deal recordFull tracker →
Jul 20, 26Deal closedCharles Schwab
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investments
Alto to buy Forge Trust from Schwab, combining over $20 billion in retirement assets
The agreement, pending approval by the South Dakota Division of Banking, would put more than 60,000 self-directed IRA accounts with private-market assets on one platform.