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

Investment Management

Forge Trust

Forge Trust's headquarters in San Carlos, CA, United States

Steve Kantor

Elizabeth Alexander

Christopher Shanahan

This department is responsible for managing and processing deposit transactions and related documentation efficiently.

Deposits Operations

This department provides strategic direction and oversight for the organization.

Executive Leadership

This department manages and facilitates investment processes and client interactions.

Investment Operations

This department focuses on managing and enhancing operational processes to ensure efficient institutional functionalities.

Operational Support Services

This department oversees the acquisition, management, and disposition of real estate assets.

Real Estate Management

This department focuses on facilitating client acquisitions and managing the onboarding process to ensure a smooth transition for new customers.

Forge Trust

Org chart

Teams

Deposits Operations

Executive Leadership

Investment Operations

Operational Support Services

Real Estate Management

Sales and Onboarding

Offices

Forge Trust

Org chart

Teams

Deposits Operations

Executive Leadership

Investment Operations

Operational Support Services

Real Estate Management

Sales and Onboarding

Offices

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