Charles Schwab

“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.”

“PitchBook News interviewed Andrew D'Anna... about how the firm's recently closed acquisition of Forge Global fits into its private-market roadmap.”