Insights

Large Account Base Forge Trust manages over 1.7 million client accounts with assets exceeding $14 billion, indicating a substantial customer base that can benefit from advanced custody and reporting solutions, presenting significant cross-selling and upselling opportunities.

Niche Expertise Specializing in custody administration for non-publicly traded alternative investments, Forge Trust serves a unique niche within the financial services industry, offering tailored solutions that can be expanded to related private market participants seeking specialized custody services.

Technology Stack With a modern tech stack incorporating tools like Google Analytics and Segment, Forge Trust demonstrates a focus on innovative digital solutions, signaling potential for partnership or integration in fintech developments targeting similar custody and reporting functionalities.

Growth Focus Operating within a competitive landscape alongside giants like Vanguard and Fidelity, Forge Trust's emphasis on world-class custody services positions it as a strategic partner for firms aiming to improve private market asset management and reporting capabilities.

Opportunities with Parent Company As part of Forge Global, which provides liquidity in private markets, Forge Trust has the potential to leverage parent company synergies to offer comprehensive solutions for private equity and alternative investment clients, opening avenues for integrated financial services and platform expansion.

Similar companies to Forge Trust

Forge Trust Tech Stack

Forge Trust uses 8 technology products and services including Cloudflare CDN, ProcessWire, Cloudflare, and more. Explore Forge Trust's tech stack below.

Cloudflare CDN
Content Delivery Network
ProcessWire
Content Management System
Cloudflare
Content Management System
Element UI
Javascript Frameworks
JSON-LD
Javascript Frameworks
Heap
Mobile Analytics
X-Content-Type-Options
Web & Portal Technology
Yii
Web Frameworks

Media & News

Forge Trust's Email Address Formats

Forge Trust uses at least 2 format(s):

Forge Trust Email Formats	Example	Percentage
First@iraservices.com	John@iraservices.com	58%
First.Last@iraservices.com	John.Doe@iraservices.com	26%
FLast@iraservices.com	JDoe@iraservices.com	15%
Last@iraservices.com	Doe@iraservices.com	1%
First.Last@forgetrust.com	John.Doe@forgetrust.com	100%

Frequently Asked Questions

Where is Forge Trust's headquarters located?

Forge Trust's main headquarters is located at 1160 Industrial Road, Suite 1, San Carlos, CA 94070, US. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Forge Trust's phone number?

You can contact Forge Trust's main corporate office by phone at

+1-650-591-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Forge Trust's official website and social media links?

Forge Trust's official website is forgetrust.com and has social profiles on LinkedIn.

What is Forge Trust's NAICS code?

Forge Trust's NAICS code is 52 - Finance and Insurance.

How many employees does Forge Trust have currently?

As of October 2025, Forge Trust has approximately 83 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Vice President Product: A. C.Coo: E. A.Owner: I. F.. Explore Forge Trust's employee directory with LeadIQ.

What industry does Forge Trust belong to?

Forge Trust operates in the Financial Services industry.

What technology does Forge Trust use?

Forge Trust's tech stack includes Cloudflare CDNProcessWireCloudflareElement UIJSON-LDHeapX-Content-Type-OptionsYii.

What is Forge Trust's email format?

Forge Trust's email format typically follows the pattern of First@iraservices.com. Find more Forge Trust email formats with LeadIQ.

When was Forge Trust founded?

Forge Trust was founded in 1979.

Forge Trust

Financial ServicesUnited States51-200 Employees

Forge Trust serves over 1.7 million accounts, representing over $14B in assets under custody.

Introducing Forge Trust, a tech-enabled Custodian offering solutions for public & private market participants.  Specializing in custody administration and reporting for a wide range of non-publicly traded alternative investments.

Our parent company, Forge Global, provides liquidity opportunities for investors and shareholders in the private markets.

We focus on holding what's most important to our clients, offering world-class Custody as a Service for both retail & institutional participants.

For more information, call (800) 248-8447 or visit www.forgetrust.com