Expand your practice by integrating private company investments into differentiated client portfolios

Enhance client portfolios by introducing the potential benefits of venture-backed, late-stage investments, which can amplify diversification and performance.

How Wealth Managers are using Forge

Invest in private companies

Explore pre-IPO investment opportunities, including diversified and single asset funds, offering clients a broader range of investing options.

Enhance client liquidity

Generate liquidity for your client’s current private holdings by accessing Forge’s network of buyers.

Understand the value of private assets

Forge’s real-time secondary market pricing and transaction data helps you accurately value clients’ private market investments.

Tailored investments solutions

Work with Forge to customize private market investment strategies that align with your clients’ specific mandates, risk tolerances, and financial goals.

Products & Solutions

Forge Pro
Forge Accuidity Private Market Index
Private Market Specialists
Forge Trust
Forge Pro
Companies are fictitious and are intended for illustrative purposes only and are not representative private company securities.
Forge Pro

Monitor live secondary market data and conduct transactions using Forge’s institutional trading platform.

Companies are fictitious and are intended for illustrative purposes only and are not representative private company securities.
Forge Accuidity Private Market Index
Enterprise Software36.1%
Industrial22.8%
FinTech19.2%
Consumer & Lifestyle9.8%
Healthcare5.2%
Technology Hardware2.3%
Energy2.0%
Transportation1.5%
Education0.9%
FoodTech0.2%
Companies are fictitious and are intended for illustrative purposes only and are not representative private company securities.
Forge Accuidity Private Market Index

Learn how investment strategies that seek to track the Forge Accuidity Private Market Index can provide new sources of growth for your portfolios.

Companies are fictitious and are intended for illustrative purposes only and are not representative private company securities.
Private Market Specialists
Companies are fictitious and are intended for illustrative purposes only and are not representative private company securities.
Private Market Specialists

Evaluate the market with Forge's industry leading team to identify investment opportunities.

Companies are fictitious and are intended for illustrative purposes only and are not representative private company securities.
Forge Trust
Companies are fictitious and are intended for illustrative purposes only and are not representative private company securities.
Forge Trust

Enable clients to invest in private companies via tax-advantaged Self-Directed IRAs through Forge's custody platform.

Companies are fictitious and are intended for illustrative purposes only and are not representative private company securities.
Unlock exclusive access to high-growth private companies.

Explore potential investment opportunities

Most viewed companies as of December 15, 2024

The Forge Accuidity Private Market Index (“FAPMI”) is a custom index calculated and disseminated by Forge Data LLC (“Forge Data”) and is a mark of Forge Data. The FAPMI may rely on a very limited number of trade and/or IOI inputs in its calculation. The FAPMI is prepared and disseminated solely for informational purposes. While Forge has obtained information from sources it believes to be reliable, Forge does not perform an audit or undertake any duty of due diligence or independent verification of any information it receives. Forge does not guarantee the accuracy, completeness, timeliness, or availability of the FAP, and are not responsible for any errors or omissions, regardless of the cause, or any results obtained from the use of the FAPMI. The FAPMI is derived from the performance and pricing activity of the underlying constituents based on secondary activity on the Forge platform and other private market trading platforms.  The FAPMI is not intended to, and does not necessarily, represent the market price of any securities (I.e., the price at which you could buy or sell such securities). Neither reference to company names, nor inclusion of companies in the FAPMI, implies any affiliation between Forge and that company, any endorsement or sponsorship by Forge of any company or vice versa, or any partnership, joint venture or other commercial relationship between Forge and any company. Rights with respect to any company marks referred to herein are owned by the company.

Any investment products managed by third-parties which seek to track the FAPMI are not affiliated with Forge, and Forge and is not responsible for the approval of any investments, the management of, or the investment decisions with respect to any such third-party products. Forge makes no assurance that any such third-party investment products based on or underlying the FAPMI will accurately track index performance or provide positive investment performance.

Investing in private company securities is not suitable for all investors, is highly speculative, is high risk, and investors should be prepared to withstand a total loss of their investment. Private company securities are highly illiquid and there is no guarantee that a market will develop for such securities. Each investment carries its own risks, and investors should conduct their own due diligence regarding the investment, including obtaining independent professional advice. Past performance is not indicative of future results. This is not a recommendation, offer, solicitation of an offer, or advice to buy or sell securities by Forge, nor an offer of brokerage services in any jurisdiction where Forge is not permitted to offer brokerage services.