Forge Global

San Francisco, United States Founded: 2012 • Age: 14 yrs Acquired By Charles Schwab
Private equity investments are enabled via a digital marketplace.
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About Forge Global

Forge Global is a company based in San Francisco (United States) founded in 2012 was acquired by Charles Schwab in November 2025.. Forge Global has raised $235 million across 5 funding rounds from investors including BNP Paribas, Munich Re and Wells Fargo. The company has 300 employees as of December 31, 2024. Forge Global has completed 4 acquisitions, including Accuidity, IRA Services and IRA Services Trust. Forge Global operates in a competitive market with competitors including Palico, Linqto, tZERO, EquityBee and EquityZen, among others.

  • Headquarter San Francisco, United States
  • Employees 300 as on 31 Dec, 2024
  • Stage Public
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Forge Global Holdings, Inc.
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
    $79.33 M
    13.62
    as on Dec 31, 2024
  • Net Profit
    $-66.33 M
    26.48
    as on Dec 31, 2024
  • EBITDA
    $-71.9 M
    10.95
    as on Dec 31, 2024
  • Total Equity Funding
    $235 M (USD)

    in 5 rounds

  • Latest Funding Round
    $150 M (USD), Series C

    May 04, 2021

  • Investors
    BNP Paribas

    & 11 more

  • Employee Count
    300

    as on Dec 31, 2024

  • Investments & Acquisitions
    Accuidity

    & 3 more

  • Acquired by
    Charles Schwab

    (Nov 06, 2025)

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IPO & Listings of Forge Global

Forge Global is a publicly listed company on the NYSE with ticker symbol FRGE in USA, operating in the Technology services sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.

Exchange: NYSE · Ticker: FRGE . Sector: Technology services · USA
People of Forge Global
Headcount 200-500
Employee Profiles 132
Board Members and Advisors 14
Employee Profiles
People
Brandon Sneyder Avilan Rodriguez
Frontend Engineer
People
Billy Platte
Senior Software Engineer
People
Caroline Poulton
Senior Operations Associate
People
Kelly Rodriques
Chief Executive Officer

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Board Members and Advisors
people
Bo Feng
Advisor
people
Tim Draper
Advisor
people
Charlie Cheever
Advisor
people
Stephen George
Director

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Funding Insights of Forge Global

Forge Global has successfully raised a total of $235M across 5 strategic funding rounds. The most recent funding activity was a Series C round of $150 million completed in May 2021. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding
  • Total Rounds 5
  • Last Round Series C — $150.0M
  • First Round
  • Investors Count 11
Date Amount Transaction Name Valuation Lead Investors Investors
May, 2021 Amount Series C - Forge Global Valuation Wells Fargo , LUN Partners Group
Apr, 2019 Amount Series B - Forge Global Valuation BNP Paribas
Jan, 2019 Amount Series B - Forge Global Valuation Munich Re Ventures
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Forge Global

Forge Global has secured backing from 12 investors, including institutional and venture fund investors. Prominent investors backing the company include BNP Paribas, Munich Re and Wells Fargo. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Investments in tech startups are managed by LUN Partners Group.
Founded Year Domain Location
An investment platform is provided for diverse sectors and geographies.
Founded Year Domain Location
Startups are funded by Munich Re-backed venture capital firm.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Forge Global

Forge Global has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include Accuidity, IRA Services and IRA Services Trust. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Provider of asset management services
2021
Private security investments are connected via an online platform.
2009
Provider of children's entertainment services including play areas, birthday parties, and creative workshops
1979
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Forge Global

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Forge Global Comparisons

Employees
+
Add Comparison
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Competitors of Forge Global

Forge Global operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Palico, Linqto, tZERO, EquityBee and EquityZen, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Private Equity fund marketplace.
domain founded_year HQ Location
Provider of investment platform for private market investors
domain founded_year HQ Location
Private and digital securities are traded through an online platform.
domain founded_year HQ Location
Secondary market investments in private startups are enabled for investors.
domain founded_year HQ Location
Secondary market liquidity for pre-IPO investments is provided.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Forge Global

Frequently Asked Questions about Forge Global

When was Forge Global founded?

Forge Global was founded in 2012 and raised its 1st funding round 2 years after it was founded.

Where is Forge Global located?

Forge Global is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.

Who is the current CEO of Forge Global?

Kelly Rodriques is the current CEO of Forge Global.

Is Forge Global a funded company?

Forge Global is a funded company, having raised a total of $235M across 5 funding rounds to date. The company's 1st funding round was a Series B of $35M, raised on Jun 16, 2014.

How many employees does Forge Global have?

As of Dec 31, 2024, the latest employee count at Forge Global is 300.

What is the annual revenue of Forge Global?

Annual revenue of Forge Global is $79.33M as on Dec 31, 2024.

What does Forge Global do?

Forge Global was founded in 2012 in San Francisco, United States, and operates as a private market investment platform. Access is provided to shareholders, investors, companies, and institutions for trading private equities. The marketplace connects angel investors, accredited investors, asset managers, venture capitalists, wealth managers, and family offices. Liquidity, administration, and buyback solutions are offered to startups and private companies.

Who are the top competitors of Forge Global?

Forge Global's top competitors include Palico, Linqto and tZERO.

Is Forge Global publicly traded?

Yes, Forge Global is publicly traded on NYSE under the ticker symbol FRGE.

How many acquisitions has Forge Global made?

Forge Global has made 4 acquisitions, including Accuidity, IRA Services, and IRA Services Trust.

Who are Forge Global's investors?

Forge Global has 12 investors. Key investors include BNP Paribas, Munich Re, Wells Fargo, FT Partners, and Deutsche Börse Group.

What is Forge Global's ticker symbol?

The ticker symbol of Forge Global is FRGE on NYSE.

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