Forge Global

“Alto, a Nashville-based self-directed IRA platform, agreed to acquire custodian Forge Trust from Forge Global, a Charles Schwab company.”

“Wall Street is aggressively pushing to get retail investors in on hot deals in the fast-growing marketplace for pre-IPO shares... Where Schwab goes, so go its nearly 50 million brokerage accounts.”

“The $660 million Forge deal will make the brokerage more attractive to 'alts-heavy' RIAs and wealthy clients.”