Charles Schwab to Buy Forge Global, Boosting Client Access to Private Markets

Charles Schwab said it would buy Forge Global in a transaction valued at approximately $660 million. The deal would boost ...
InvestmentNews

Schwab to snap up private-shares platform Forge Global in $660M deal

The RIA custody and brokerage giant's acquisition announcement highlights a growing push among major brokerages to bring private market investments to retail and RIA clients.

Charles Schwab agrees deal for private share exchange Forge Global

Schwab will pay $45 per share for Forge Global, roughly triple the price of the San Francisco-based company’s shares before ...

Charles Schwab to buy private shares platform Forge Global in $660 million deal

Westlake-based Charles Schwab on Thursday agreed to buy private shares platform Forge Global, in a deal valued at $660 ...

Schwab RIA Head Sees Forge Global Acquisition Part of 'Heritage'

Schwab Advisor Services' Jon Beatty equated the acquisition of private markets firm Forge to the firm’s early history ...
Business Wire

Forge Trust Expands Client Access to Private Credit through Percent

NEW YORK--(BUSINESS WIRE)--Percent, the platform powering the modern private credit marketplace, today announced making its services available to Forge Trust clients, a leading custodian for ...
Yahoo Finance

Forge Trust Expands Client Access to Private Credit through Percent

Forge Trust’s IRA account holders now have the opportunity to diversify their portfolios with access to potentially high-yield private credit investing opportunities offered by Percent NEW YORK, ...