Alto agrees to acquire Forge Trust, adding more than 60,000 private-market IRA accounts
Alto says the combined businesses would hold more than $20 billion in assets under custody and administration; financial terms were not disclosed.
At a glance
Alto has agreed to acquire Forge Trust, a transaction that would add more than 60,000 private-market IRA accounts to its platform.
Alto says the combined businesses would hold more than $20 billion in assets under custody and administration.
Financial terms were not disclosed, and the transaction remains an agreement rather than a completed acquisition.
Alto has agreed to acquire Forge Trust, a transaction that would add more than 60,000 private-market IRA accounts to its platform.
Alto says the combined businesses would hold more than $20 billion in assets under custody and administration.
Financial terms were not disclosed, and the transaction remains an agreement rather than a completed acquisition.
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