Custody Solutions Leader Forge Trust is a leading custodian offering tech-enabled custody solutions for public & private market participants, specializing in non-publicly traded alternative investments. This presents a sales opportunity for clients seeking comprehensive and secure custody services tailored to their unique investment needs.
Large Asset Base With over $14B in assets under custody and serving 1.7 million accounts, Forge Trust demonstrates a strong foothold in the financial services sector. This significant asset base can be leveraged as a selling point to attract clients looking for an established and reliable custodian to manage their investments.
Innovative Tech Integration Forge Trust utilizes a robust tech stack, including platforms like Heap, Cloudflare CDN, and Pardot. This emphasis on technology integration can be highlighted as a competitive advantage, appealing to clients who prioritize efficiency, security, and transparency in their custodial services.
Customer-Centric Approach By offering Custody as a Service for both retail and institutional participants, Forge Trust prioritizes holding clients' assets securely. This customer-centric approach can be emphasized in sales pitches to showcase the company's commitment to protecting what matters most to its clients.
Comparative Positioning In comparison to similar financial services companies like Alight Solutions, Vanguard, and Merrill Lynch, Forge Trust offers a blend of personalized service, advanced technology, and a sizable asset base. This positioning can be leveraged in sales conversations to demonstrate the unique value proposition Forge Trust brings to the market.
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