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Westlake Today
By the People, for the People
Charles Schwab Completes Acquisition of Forge Global
The $300 million deal expands Schwab's digital trading platform.
Published on Mar. 2, 2026
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Charles Schwab, one of the largest financial services firms in the United States, has completed its acquisition of Forge Global, a leading private securities marketplace. The $300 million deal will allow Schwab to expand its digital trading platform and provide its clients with access to a wider range of investment opportunities.
Why it matters
The acquisition of Forge Global is a strategic move by Schwab to strengthen its position in the growing private securities market. As more companies choose to stay private for longer, this deal gives Schwab's clients the ability to invest in these private companies, which were previously only accessible to institutional investors.
The details
The acquisition of Forge Global will integrate the company's technology and marketplace into Schwab's existing digital trading platform. This will allow Schwab's clients to access a wider range of private securities, including shares of pre-IPO companies, venture-backed startups, and other private equity investments.
- The acquisition was announced on March 2, 2026.
- The deal was completed on the same day, March 2, 2026.
The players
Charles Schwab
One of the largest financial services firms in the United States, providing brokerage and banking services to individual and institutional investors.
Forge Global
A leading private securities marketplace that allows investors to buy and sell shares of private companies.
What they’re saying
“This acquisition is a significant step forward in our strategy to provide our clients with access to a wider range of investment opportunities, including the growing private securities market.”
— Walt Bettinger, President and CEO of Charles Schwab (Business Wire)
What’s next
The integration of Forge Global's technology and marketplace into Schwab's digital trading platform is expected to be completed by the end of 2026.
The takeaway
The acquisition of Forge Global by Charles Schwab is a strategic move that will allow the firm to better serve its clients by providing access to the growing private securities market, which was previously only accessible to institutional investors.
