Forge Trust
Finance · South Dakota, United States · 51-200 Employees
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Overview
Headquarters
401 E 8th St Ste 222, Sioux Falls, South...Phone Number
(800) 248-8447Website
www.forgetrust.comRevenue
$19.9 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
2
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About Forge Trust
Forge Trust is dedicated to serving you with exceptional and cost effective custody solutions. Providing administrative and custody services to individuals, financial advisers and investment issuers for over 40 years gives the company deep and valuable expertise in custody. The company understands alternative investments The company handle a wide range of non-publicly traded investments including real estate, private stock, private equity, promissory notes, private placements, precious metals and more. Typically less regulated than publicly traded assets, the company understands these assets and know how to navigate the operational complexities of investing in them. The company also specialize in helping individual investors use self-directed retirement accounts with the corresponding tax benefits to invest in alternative assets.Explore more
Forge Trust Org Chart
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Forge Trust is experiencing very low activity levels compared to other companies in the Finance sector.
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Forge Trust Tech Stack
A closer look at the technologies used by Forge Trust
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Most Recent Scoops
Project
A mid-level source has indicated that the organization's largest upcoming technology-based initiative will focus on a migration to the cloud.
Cloud, Migration
Project
A mid-level source has indicated that initiatives related to real-time insights have been completed within the last nine months.
Business Intelligence, Analytics & Insights
Project
A mid-level source has indicated that initiatives related to data science have been completed within the last nine months.
Data Science
Project
A mid-level source has indicated that initiatives related to workflow management have been completed within the last nine months in the product development department.
ITSM, Product Development, Workforce Management
Project
Collaboration/Web Apps, Product Development
Forge Trust News & Media
Phoenix American and Forge Trust partner to deliver affordable custodian services for alt investment fund sponsors
Phoenix American and Forge Trust partner to deliver affordable custodian services for alt investment fund sponsors Submitted 08/06/2021 - 9:27am Phoenix American, a transfer agent and fund administrator for alternative investment sponsors, and Forge Trust, a provider of custody services for alternative investments, have announced a partnership to make it easier for IRA account holders to invest in alternative assets. Forge Trust provides custody services with preferred pricing and a streamlinedModiv Announces Innovative Partnership with Forge Trust
Newport Beach, Calif., March 18, 2021 (GLOBE NEWSWIRE) -- Keeping with its investor-first focus, Modiv Inc. today announced it has entered into an innovative partnership with Forge Trust Co. to provide Modiv and its investors with administrative and custody services for self-directed IRA investments. With this strategic partnership, Modiv will cover the cost of custodial fees for its investors with IRA accounts of $1,000 or more who use the Forge Trust custody platform.Forge acquires IRA Services to expand offering for private company shares
Forge, the marketplace for trading private company shares formerly known as Equidate, announced that it will be acquiring custodial trust company IRA Services for a purchase price of $55 million. IRA Services is a trust company that provides custodial services for retirement accounts managed by individuals and mid-to-large sized Institutions. Stripped of financial jargon, the […]
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Frequently Asked Questions Regarding Forge Trust
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Forge Trust is dedicated to serving you with exceptional and cost effective custody solutions. Providing administrative and custody services to individuals, financial advisers and investment issuers for over 40 years gives the company deep and valuable expertise in custody. The company understands alternative investments The company handle a wide r... Read More
