Forge

Forge Global is a private securities marketplace that serves the complex and emerging needs of the private market ecosystem by forging new connections through its technology, data, and expertise. Founded in 2014, the firm empowers investors and shareholders by facilitating liquidity in the private markets. Forge is backed by top Silicon Valley investors and large, global institutions including Deutsche Börse, Temasek, Wells Fargo, BNP Paribas, FT Partners, Draper Associates, Peter Thiel, Munich Re Ventures, and LUN Partners Group.

Kelly Rodriques

CEO

2 past transactions

SharesPost

Acquisition in 2020
SharesPost, Inc. operates an online platform that connects investors with late-stage venture-backed companies and their shareholders, focusing on secondary liquidity management and primary capital raising. Founded in 2009 and based in San Francisco, the company has facilitated over $4 billion in secondary market transactions across more than 200 leading technology firms. SharesPost also offers data feeds and third-party research services to support its operations. Additionally, SharesPost Investment Management, an affiliate of SharesPost, manages a portfolio of funds that invest in prominent private growth companies in the United States. The company has established strategic partnerships with various financial institutions and research firms to enhance its service offerings.

IRA Services

Acquisition in 2019
IRA Services has more than 38 years of experience offering unmatched custodial, administrative, services in the self-directed IRA industry. We provide experience, superior service, true diversification, and low fees, giving you more choices and more control for a better retirement. Chartered in 2008, IRA Services Trust Company is a non-depository trust company regulated by the State of South Dakota Division of Banking. It is authorized to act as a custodian of self-directed IRA accounts. Our account holders invest in “traditional” publicly-traded assets such as stocks, bonds, and mutual funds, and a wide variety of alternative assets, including: real estate, precious metals, partnerships, limited liability companies, private stock, promissory notes, crowdfunding investments, and more. Investors choose IRA Services Trust Company as their preferred self-directed IRA custodian because we provide the highest level of customer service to all of our clients, and charge a fair and reasonable price for the services we provide. Our fees are among the lowest, if not the lowest, in the industry. We work with Individuals who want the advantages of a self-directed retirement account, as well as Advisors, Investment Providers and Professionals who specialize in providing alternative asset investment products or help guide investors through their investment decisions. For over three decades, we have assisted mid to large sized Institutions and Organizations with sophisticated custodial trust solutions that offer more choices and greater control. As a passive custodian, IRA Services Trust Company does not perform due diligence on any investments, nor do we provide any investment, legal, or tax advice. We practice the highest standard of custodial responsibility and advocacy and are dedicated to supporting your custodial needs.
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