Forge Trust

Sioux Falls, United States Founded: 2015 • Age: 11 yrs
Alternative investment platform focused on retirement savings solutions.

About Forge Trust

Forge Trust is a Financial Services company based in Sioux Falls (United States) founded in 2015. It operates as an alternative investment platform focused on retirement savings solutions. It operates on a B2C model. Its focus areas include Finance, Investments, Retirement Savings and Alternative Platforms. Its competitors include Rocket Dollar, iJoin, Arnie, Utah Retirement Systems and Genesee County Office of Fiscal Se and 3 more; 3 of its 8 listed competitors have raised funding.

Company details

Forge Trust alternative investment platform focused on retirement savings solutions, focusing on finance, investments, retirement savings, and alternative platforms. It serves clients with dedicated solutions, emphasizing quality, innovation, and sustainable growth in its core markets. It continues to evolve, meeting industry challenges with strategic approaches.

  • Headquarters Sioux Falls, United States
  • Sectors
    Financial Services
  • Website forgetrust.com

People of Forge Trust

10 people are tracked at Forge Trust (5 in leadership, 5 in team).

NameRoleGroup
Steve Kantor
CEOLeadership
Jim Benham
Director Of Compliance Forge Trust CoLeadership
Dan Grandey
Senior Director Of Processes And Business ControlsLeadership
Christopher Shanahan
Vice PresidentLeadership
Elizabeth Alexander
COOLeadership
Anita Fabela Rodriguez
Investment Client RepresentativeTeam
Daniel Valenzuela
Real Estate And Notes SpecialistTeam
Kayla Carlson
Senior Manager, Cash Control And RevenueTeam
Marta Bellet
InvestmentsTeam
Ignacio de Souza
Sr Real Estate SpecialistTeam
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Complete people profiles for Forge Trust

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  • Full employee list
  • Team structure
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Competitors of Forge Trust

Forge Trust has 8 listed competitors in our database, 3 of them funded. They include Rocket Dollar, iJoin, Arnie, Utah Retirement Systems and Genesee County Office of Fiscal Se, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
rocketdollar.com2018Austin, United States$12.78M–
Self-directed retirement accounts for alternative investments are facilitated.
ijoinsuccess.com2018Scottsdale, United States$1.6M10
Software for employee retirement investment planning is provided by iJoin.
arnie.co2021San Francisco, United States$2.3M–
Investment plans for retirement are provided via an online platform.
urs.org1963Salt Lake, United States–2
Delivers retirement and pension benefits for state, local government, and public education employees.
geneseecodcplans.com2020Columbus, United States––
Offers retirement investment tools, calculators, and support for planning.
mymoneymyfreedom.co2018Gilbert, United States––
Financial coaching program teaching women investment and retirement planning strategies.
irafinancial.com2010Miami, United States––
Provides self-directed IRAs and 401(k)s for alternative asset investments and business funding.
accessfinancialinvestment.com2021Louisville, United States––
Provides an online platform for investment and retirement planning tailored to individuals and advisors.
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Detailed competitors of Forge Trust

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

  • Full competitor set
  • Operating metrics
  • Benchmarks
  • Competitive positioning

Verified entity values are shown only after access is granted.

Top companies in Banking & FinTech Platforms

10 companies that operate in the same segment as Forge Trust (Banking & FinTech Platforms), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Online business banking and financial workflow tools are provided.
2010San Francisco, California, United StatesUSD 546 MUSD 2.71 M1,807
Tide is recognized as a digital banking platform for businesses.
2015London, England, United KingdomUSD 180.56 M–3,462
Digital banking services are offered to individuals via mobile apps.
2012San Francisco, California, United StatesUSD 3.15 BUSD 1.96 B2,516
Banking solutions are provided for retail customers and businesses.
2015London, England, United KingdomUSD 1.73 BUSD 5.95 B20,299
Internet first bank for individuals and businesses
2015London, England, United KingdomUSD 2.37 BUSD 2.31 M3,786
Digital sustainable banking services are offered to consumers.
2013Los Angeles, California, United StatesUSD 865 M–237
Digital banking services are offered to consumers and businesses.
2014London, England, United KingdomUSD 1.01 BUSD 813.42 M2,835
Payment and banking solutions are provided to users and banks.
2015San Ramon, California, United StatesUSD 390 MUSD 532.2 K2,149
SaaS-driven credit card and spend management solutions platform for businesses
2017Draper, Utah, United StatesUSD 1.2 B–5,356
Digital banking services are provided for individuals and businesses.
2014Blyth, England, United KingdomUSD 852.48 M–556
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Frequently Asked Questions about Forge Trust

Forge Trust was founded in 2015.

Forge Trust is headquartered in Sioux Falls, United States. It is registered at Sioux Falls, South Dakota, United States.

Forge Trust alternative investment platform focused on retirement savings solutions, focusing on finance, investments, retirement savings, and alternative platforms. It serves clients with dedicated solutions, emphasizing quality, innovation, and sustainable growth in its core markets. It continues to evolve, meeting industry challenges with strategic approaches.

Forge Trust's top competitors include Rocket Dollar, iJoin and Arnie.

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