Charles Schwab Corporation announced today that it has completed its acquisition of Forge Global Holdings, Inc., a platform that provides investors with direct and indirect access to shares of pre‑IPO companies. The deal, which closed on March 3 2026, expands Schwab’s private‑markets capabilities and positions the brokerage to offer a broader suite of investment options to its retail and advisory clients.
The transaction adds Forge’s private‑market platform to Schwab’s existing suite of wealth‑management and brokerage services, allowing the firm to capture higher‑margin alternative‑asset fees and deepen relationships with high‑net‑worth clients. By integrating Forge’s technology and client base, Schwab aims to enhance its competitive edge in the growing private‑markets segment, which has seen increasing demand from both institutional and sophisticated retail investors.
The completion of the acquisition marks a significant step in Schwab’s strategy to broaden its product offerings beyond traditional brokerage and banking services. With Forge’s platform, Schwab can now provide clients with access to private‑equity and venture‑capital opportunities, potentially driving additional revenue streams and reinforcing its position as a full‑service financial services provider.
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