Forge Global
Forge Global is a leading provider of marketplace infrastructure, data services, and technology solutions for the global private market. Founded to bring transparency and accessibility to an historically opaque asset class, the firm powers a seamless ecosystem for companies, employees, and institutional investors. Under the leadership of CEO Kelly Rodriques, Forge has established the industry standard for private company valuations through its proprietary Forge Price and a suite of Private Market Indices. The firm provides shareholders and investors with a transparent view of the secondary market, offering the tools and insights necessary to drive informed investment decisions in pre-IPO securities.
ABOUT FORGE GLOBAL
Forge Global is a leading provider of marketplace infrastructure, data services, and technology solutions for the global private market.
In a landmark transaction completed on March 2, 2026, Forge Global was acquired by The Charles Schwab Corporation for approximately $660 million.
This acquisition integrates Forge’s battle-tested secondary trading technology with Schwab’s massive distribution network, effectively democratizing pre-IPO access for millions of retail clients and Registered Investment Advisers (RIAs).
Under the leadership of CEO Kelly Rodriques, Forge has established the industry standard for private company valuations, moving the market away from speculative estimates toward data-driven, actionable intelligence.
FORGE GLOBAL SOLUTIONS & SERVICES
Forge Marketplace – A central secondary trading venue that connects accredited investors with shareholders of late-stage, venture-backed companies. It provides standardized workflows for executing complex private transactions, including share class specification (Common vs. Preferred) and trade status tracking.
Forge Price – A proprietary pricing model that provides daily indicative valuations for over 250 pre-IPO companies. It synthesizes data from secondary trades, primary funding rounds, and indications of interest (IOIs) to offer a more frequent and accurate alternative to traditional "last-round" pricing.
Forge Intelligence & API – An interactive web application and institutional-grade API that visualizes private market activity. Users can integrate real-time pricing, valuation history, and market spreads directly into their internal risk management and portfolio systems.
Forge Pro – An advanced order management system (OMS) designed for institutional investors. It features a live order book where users can visualize their bids/asks within the market, monitor bid-ask spreads, and access deep firmographic data on private unicorns.
Forge Private Market Indices – A suite of benchmarks, including the Forge Private Market Index (FPMI) and thematic baskets like Forge Chips and Forge Fintech, that allow investors to track the performance of specific sectors within the private economy.
Company & Liquidity Solutions – Turnkey infrastructure for private firms to manage structured employee liquidity programs and tender offers. These tools allow companies to maintain cap table control while providing valued talent with access to their equity value.
Forge Trust – A specialized custodial platform with over $16 billion in assets under custody. It enables individuals and advisors to hold alternative assets, such as private stock and precious metals, within tax-advantaged self-directed IRAs (SDIRAs).