Fueling Forge’s bold digital transformation in the self-directed IRA industry.
In 2019, Forge Global acquired IRA Services Trust, one of our longstanding clients. We worked closely with Forge during their due diligence process, examining IRAST’s technical and financial standing. This included supporting their thorough review of operations to ensure compliance with the Sarbanes-Oxley Act of 2002 (SOX).
Since the acquisition, our highly skilled team has provided invaluable technical and product development services as Forge ventured into the complex realm of offering custodial and administrative services to millions of self-directed individual retirement account holders. Our collaboration with Forge is ongoing.
