CloudMargin created the world's first cloud-based collateral management workflow tool, which has earned 20 industry awards and honours since 2015 for innovation and best-in-class technology.
The firm's Software-as-a-Service (SaaS) model is helping many of the leading sell-side and buy-side financial institutions globally – including brokerage firms, banks, asset management firms, pension funds and insurance companies – as well as outsourcers and other technology firms meet time-critical regulatory deadlines and reduce costs associated with collateral requirements that are growing dramatically.
November 6, 2025 – The Charles Schwab Corporation announced it has entered into a definitive agreement to acquire Forge Global Holdings, Inc. in a transaction valued at approx. US$660m.