Forge

SharesPost, Inc., established in 2009 and headquartered in San Francisco, operates an online platform connecting investors with late-stage, venture-backed companies and their shareholders. The company specializes in facilitating secondary market transactions, providing liquidity to shareholders, and raising primary capital for these companies. Additionally, SharesPost offers data feed services and third-party research to support informed investment decisions. The platform has facilitated over $4 billion in transactions involving more than 200 leading technology companies. SharesPost has strategic partnerships with several financial institutions and research providers, including U.S. Bancorp and Bloomberg.

IRA Services specializes in self-directed individual retirement accounts (IRAs), offering over 38 years of experience in custodial and administrative services. Chartered in 2008, IRA Services Trust Company operates as a non-depository trust company regulated by the South Dakota Division of Banking, providing custodial services for a wide range of investment options. Clients can invest in traditional assets like stocks and bonds, as well as alternative assets such as real estate, precious metals, and private equity. The company is known for its customer service and competitive pricing, with some of the lowest fees in the industry. IRA Services caters to individual investors seeking more control over their retirement accounts and also collaborates with advisors and investment professionals who focus on alternative assets. While the firm does not conduct due diligence on investments or provide legal or tax advice, it upholds a high standard of custodial responsibility, ensuring that client needs are supported effectively.