Adding private market access doesn't have to mean more paperwork, fragmented systems, or hours lost to administrative work. Tell us about your practice, and we'll show you how Alto can work for it.
Alto to Acquire Forge Trust from Schwab, Creating the Category-Defining Platform for Private Market Investing through Retirement Accounts
Alto has agreed to acquire Forge Trust from Schwab, creating a combined platform with more than $20 billion in assets and over 60,000 self-directed IRA accounts.
End-to-end digital platform solves critical operational and compliance challenges associated with the execution and custody of private markets investments, unlocking unprecedented flexibility for retirement account investing and a powerful new growth engine for advisors