Forge Trust

Finance · South Dakota, United States · 51-200 Employees

View Company Info for Free

Overview

Headquarters

401 E 8th St Ste 222, Sioux Falls, South...

Phone Number

(800) 248-8447

Revenue

$19.9 Million

Industry

Finance Banking Securities Trading
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
3
2
3
4
2
2

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's Social MediaPopular SearchesForge Trust CoIra Services Trust CoIRA ServicesIra Services IncIra LLCSIC Code 62,628NAICS Code 52,523Show more

Forge Trust Org Chart

Edwin Blue, President & Chief Executive Officer at Forge Trust
United States flag for contact location.

President & Chief Executive Officer

PhoneEmail
MW
United States flag for contact location.

Vice President, Sales

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
LU
United States flag for contact location.

Sales Associate

PhoneEmail
FP
United States flag for contact location.

Client Onboarding Specialist

PhoneEmail
SW
United States flag for contact location.

Sales Specialist

PhoneEmail
MF
United States flag for contact location.

Client Service Representative

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Forge Trust your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Forge Trust

Compare insights from companies similar to Forge Trust, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Forge Trust

$19.9M
51-200
Private
-
1969
Edwin Blue, President & Chief Executive Officer at Forge Trust
Edwin BluePresident & CEO
$104.7M
201-500
Private
-
2003
Jeremy Ames, Chief Executive Officer & Co-Founder at Guidant Financial
Jeremy AmesCEO & Co-Founder
$26.3M
51-200
Private
<$5M
2003
RM
Rachael MooreVice President, Marketing
$23M
51-200
Private
<$5M
2002
IC
Ingrid ChavezVice President, Marketing
$22.1M
51-200
Private
<$5M
2001
DR
David RobertsPresident & Chief Operating Officer
$15.3M
51-200
Private
-
1989
$11.6M
51-200
Private
-
2008
Kelli Click, President at STRATA Trust
Kelli ClickPresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Forge Trust is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Forge Trust is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Forge Trust.

Forge Trust Tech Stack

A closer look at the technologies used by Forge Trust

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
See more scoops

Top Finance Companies

Frequently Asked Questions Regarding Forge Trust

What is Forge Trust's official website?
Forge Trust's official website is www.forgetrust.com
What is Forge Trust's Revenue?
Forge Trust's revenue is $19.9 Million
What is Forge Trust's SIC code?
Forge Trust's SIC: 62,628
What is Forge Trust's NAICS code?
Forge Trust's NAICS: 52,523
How many employees does Forge Trust have?
Forge Trust has 51-200 employees
What industry does Forge Trust belong to?
Forge Trust is in the industry of: Finance, Banking, Securities Trading
What is Forge Trust competition?
Forge Trust top competitors include: STRATA Trust, Guidant Financial, National Advisors Trust, GoldStar Trust
What companies has Forge Trust acquired?
Forge Trust has acquired the companies: Global Real Analytics, TD Ameritrade Trust, TD Ameritrade, Nordstrom Bank
What technology does Forge Trust use?
Some of the popular technologies that Forge Trust uses are: Drupal, PHP, Google Universal Analytics, Cloudflare CDN
How do I contact Forge Trust?
Forge Trust contact info: Phone number: (800) 248-8447 Website: www.forgetrust.com
What does Forge Trust do?

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... ange 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.Read More

What are Forge Trust social media links?
Forge Trust Linkedin page Forge Trust Twitter page Forge Trust Facebook page
Is Forge Trust a public company?
Forge Trust is private company therefore does not currently have an official ticker symbol
See more information about Forge Trust

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.