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The Forge Companies

Provider of settlement planning, trust, and wealth management services.

Discussion
financial-serviceswealth-management
theforgecompanies.com ↗

Company facts

Founded
2003
Employees
135
Headquarters
United States
Type
Private
Funding
Private Equity · 2026
Subsidiaries
Forge Consulting, Advocacy Wealth Management, Advocacy Trust, Forge Capital, Capital Now Funding
6 jobs
The Forge Companies
yesterday

Financial Advisor

NewBe an early applicant North America
United States

Job Summary A Financial Advisor within the Core Accounts Unit at Advocacy Wealth Management is responsible for providing continuous fiduciary-level financial planning and investment services to our clients. The…
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The Forge Companies
3 days ago

Senior Account Manager

NewBe an early applicant North AmericaContractSenior
United States

Job Summary The Senior Account Manager is responsible for managing day-to-day bookkeeping and accounting operations for a portfolio of complex clients. This role oversees client accounting services, including bill pay,…

Accounts Receivable Financial Reporting Process Improvement QuickBooks
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The Forge Companies
4 weeks ago

Sales Consultant

Open 24d

Job Description We are seeking a Sales Consultant who will build relationships with personal injury attorneys and their staff while ensuring they are well-informed of The Forge Companies' service offerings and…
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The Forge Companies
4 weeks ago

Operations Specialist - Wealth

Open 27d North America
United States

Job Summary/Objective The Operations Specialist I - Wealth will provide support to Investment Officers and Client Support Teams in the daily administration and management of our advisory accounts. The Operations…
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The Forge Companies
5 views 2 months ago

Operations Specialist - Trust

Open 45d North America
United States

Job Summary The Operations Specialist I - Trust will provide support to Trust Administration and the Operations Manager in the daily administration and management of our trust accounts. The Operations Specialist I -…
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The Forge Companies
4 views 2 months ago

Structured Settlement Sales Consultant

Open 46d HybridNorth America
United States

Job Description The Settlement Consultant builds relationships with personal injury attorneys and their staff, ensuring they are well-informed of The Forge Companies' service offerings and confident in referring…
Apply

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