The Forge Companies

What The Forge Companies does

The Forge Companies is an integrated financial services platform founded in 2003 and headquartered in Atlanta, Georgia, focused on serving plaintiff attorneys and the families they represent across the personal injury settlement lifecycle. The platform operates through four core subsidiaries: Forge Consulting delivers structured settlement annuity planning and insurance-based settlement solutions for plaintiffs; Advocacy Wealth Management provides Registered Investment Adviser wealth management and long-term financial planning, including over $2.9 billion in combined assets under management following the August 2024 Montag & Caldwell merger; Advocacy Trust is a Tennessee-chartered trust company administering more than $1 billion in assets across special needs, settlement, asset protection, and minors trusts; and Forge Capital provides financial and business services for contingent fee attorneys, law firms, and general businesses, including IOLTA accounting, payroll, plaintiff advance solutions, and (post-March 2026 acquisition) Capital Now Funding litigation finance.

Revenue is generated through a mix of insurance commissions on structured settlements, recurring AUM-based wealth management fees, trust administration fees, professional services fees for law firm back-office work, and transaction-based litigation funding. Customer acquisition relies on direct field sales and referral relationships with plaintiff attorneys and personal injury law firms, supported by deep involvement in industry associations (NSSTA, AAJ, Special Needs Alliance), the firm's own Sword & Shield blog, and named-attorney partnerships. As of 2025-2026 the company employs more than 150 people across offices in Atlanta, Dallas, Houston, New York, and additional Tennessee and Texas locations, and is founder-led following a February 2026 strategic partnership with private equity firm TA Associates.

Name

The Forge Companies

Legal name

The Forge Companies LLC

Website

https://theforgecompanies.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

51–100 employees

Short description

The Forge Companies is an integrated financial services platform founded in 2003 and headquartered in Atlanta that delivers structured settlement consulting, wealth management, trust administration, and law firm financial services primarily to U.S. plaintiff attorneys and their personal injury clients.

Ownership category

akta.pro rank

Product category

Settlement Planning & Legal Financial Services

NAICS

Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Directed Trust & Trust Advisory Services (FSAAANAK)

akta.pro secondary industries

Trust & Estate Tax Planning & Compliance (FSAEAKAE), Corporate & Institutional Trust Services (FSAAANAB), Litigation Support & Expert Witness Services (BPAHALAG)

Keywords

• Structured settlement planning
• Plaintiff attorney services
• Special needs trusts
• Settlement wealth management
• Law firm financial services

Headquarters

HQ city

Hartwell

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Structured Settlement Annuity Planning: Insurance-based structured settlement products and annuity planning services for plaintiffs and their attorneys, providing customized settlement planning solutions.
2. Wealth Management Services: Investment advisory and financial planning services through Advocacy Wealth Management, managing over $2.9 billion in client assets as of June 2025. Services include portfolio management, financial planning, and investment strategies for injured families, law firms, and institutional clients.
3. Trust Administration Services: Fiduciary and trust administration services through Advocacy Trust, with over $1B in assets under administration. Services include special needs trusts, settlement trusts, asset protection trusts, and minors trust planning.
4. Law Firm Financial Services: Business services for contingent fee attorneys and law firms including E&O insurance, IOLTA accounting, payroll, bookkeeping, fee deferral solutions, lien resolution, and settlement support.
5. Litigation Funding: Plaintiff advance and litigation funding solutions through Forge Capital, providing responsible funding solutions to support plaintiffs and attorneys throughout the litigation process.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

The Forge Companies operates an integrated financial services platform for plaintiff attorneys and injured individuals, comprising four core business lines: Forge Consulting provides professional settlement planning and structured settlement annuity solutions; Advocacy Wealth Management delivers registered investment advisory and long-term financial planning services; Advocacy Trust offers trust planning and administration including special needs trusts and settlement trusts; and Forge Capital provides financial and business support services for contingent fee attorneys and law firms.

Product overview

The Forge Companies operates as an integrated financial services platform for plaintiff attorneys and their clients, comprising four core business lines: Forge Consulting provides professional settlement planning and structured settlement annuity solutions; Advocacy Wealth Management delivers registered investment advisory and long-term financial planning services; Advocacy Trust offers Tennessee-chartered trust company services including special needs trusts, settlement trusts, and asset protection trusts; and Forge Capital provides financial and business support services for contingent fee attorneys and law firms. The company also operates subsidiary services including Forge for Business (bookkeeping, IOLTA accounting, payroll, insurance, fee deferral solutions), and has expanded through acquisitions including Montag & Caldwell (wealth management) and Capital Now Funding (litigation funding). Founded in 2003 and headquartered in Atlanta, Georgia, the platform delivers coordinated, long-term strategies designed to support clients through the settlement process and beyond.

Differentiator

Problem solved

Functional benefit

Brands

• Sword & Shield: The official blog of The Forge Companies featuring articles on settlement planning, company news, and industry insights.

Quantifiable outcome

• Structured settlement annuity premium reached approximately $9.5 billion in 2024, the highest annual volume on record
• +2 more outcomes

Named customers2 records

Segments3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Six partnerships are on record, tiered core, minor and major.

• Capital Now FundingcoreStrategic or Co-development Partner · 10 March 2026Acquisition of Capital Now Funding expands the Forge Capital platform for litigation financial services. The acquisition integrates Capital Now Funding's responsible funding solutions into Forge's ecosystem of settlement planning, trust services, wealth management, and business advisory offerings for plaintiff attorneys and their clients.
• Rebecca Cameron Blount / The Blount Law Firm, PAminorGTM or Marketing Partner · 3 March 2025Strategic partnership with attorney Rebecca Cameron Blount, owner of The Blount Law Firm, PA in Greenville, NC. With over two decades of experience in civil litigation including wrongful death, personal injury, medical malpractice, and mass torts, this partnership strengthens relationships with the plaintiff bar.
• Montag & CaldwellcoreStrategic or Co-development Partner · 1 August 2024Partnership joins Montag & Caldwell, one of Atlanta's first independent investment advisory firms, with Advocacy Wealth Management. The combined entity manages over $2.9 billion in assets and brings together Montag & Caldwell's 8 Chartered Financial Analysts with Advocacy Wealth Management's 10 Certified Financial Planners. Montag & Caldwell continues operating as a distinct member of The Forge Companies.
• Golden Bear InsurancecoreStrategic or Co-development Partner · 1 January 2024Launch of Forge Gold E&O, a lawyers' professional liability (LPL) product designed specifically for modern legal practices. Partnership combines Golden Bear's underwriting expertise with Full Circle Coverage's deep connections with the legal community through The Forge Companies.
• Full Circle CoveragecoreGTM or Marketing Partner · 1 January 2024Full Circle Coverage provides insurance and risk management solutions to the legal community with a client-focused approach. They deliver Forge Gold E&O insurance products through The Forge Companies' network of plaintiff attorneys and law firms.
• Abacus AdvisorsmajorImplementation/ SI/ Consulting Partner · 1 January 2023Abacus Advisors provides back-office financial services for law firms including IOLTA accounting, bookkeeping, payroll, and settlement support. Their team of accountants, payroll professionals, and seasoned business executives have over 200 years of collective experience.

Scale indicators9 records

Recent moves8 records

Expansion highlights7 records

Broad incumbents

• Bessemer Trust: Bessemer Trust is a leading multi-family office serving high-net-worth and ultra-high-net-worth families with wealth management, trust, and estate services. Comparable to Advocacy Wealth Management and Advocacy Trust at the higher end of the wealth spectrum, though it serves a broader clientele beyond plaintiff settlements.
• Burford Capital: Burford Capital is the largest publicly listed litigation finance firm providing capital to commercial litigation. Comparable to Forge Capital / Capital Now Funding's litigation funding business, though at much greater scale and oriented toward commercial rather than plaintiff personal injury funding.
• Glenmede: Glenmede is an independent investment and wealth management firm with significant trust administration capabilities. Comparable to Advocacy Trust and Advocacy Wealth Management as a multi-generational wealth and trust platform, though not specialized in plaintiff settlements.
• Brown Brothers Harriman (BBH Wealth): Brown Brothers Harriman provides private banking, wealth management, and trust services to high-net-worth families and institutions. Comparable to Forge's wealth and trust business lines at scale, with overlapping fiduciary capabilities though a much broader client base.

Direct peers

• Sage Settlement Consulting: Sage Settlement Consulting is a national structured settlement firm serving plaintiff attorneys and injured claimants. Direct competitor to Forge Consulting with similar service model and NSSTA board participation; comparable in scale and target customer.
• Ringler (Ringler Associates): Ringler is the largest U.S. structured settlement and settlement planning firm, founded in 1974. Directly comparable to Forge Consulting as a national broker of structured settlement annuities for plaintiff attorneys and their clients, with similar early-engagement consulting model and NSSTA membership.
• Pohlmann & Company: Pohlmann & Company is a structured settlement and financial services firm serving plaintiff attorneys. Direct comparable to Forge Consulting in providing settlement consulting and financial planning for injured claimants and law firm clients.
• Settlement Planners Inc. Settlement Planners is a long-standing structured settlement and financial planning firm serving plaintiff attorneys nationally. Comparable to Forge in providing integrated settlement, financial planning, and attorney-focused services to the plaintiff bar.
• Complete Settlements: Complete Settlements is a structured settlement and attorney fee deferral specialist serving plaintiff firms. Comparable to Forge's combined Forge Consulting and Forge Capital offerings, with overlap in structured annuities and attorney financial solutions.
• National Advisors Trust: National Advisors Trust is a chartered trust company that provides trust administration services to independent RIA firms and their clients. Comparable to Advocacy Trust as a non-bank trust company providing custody and administration for wealth advisory firms and their specialty client bases.

Market position

Strengths5 records

Weaknesses3 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/forge-consulting
• Facebookfacebook.com/forgeconsulting

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Subsidiaries4 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Forge Companies