Company lists · Data refreshed September 2026
Top 25 Custodial investment platforms worldwide
RevenueBase identified 821 company matches for custodial investment platforms worldwide as of September 2026 and tracks 19,929 professional contacts across them, including 8,275 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for custodial investment platforms worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026. Country and city lists for custodial investment platforms follow the table.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest custodial investment platforms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,016 contacts → | ||||
Exact match “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 911 contacts → | ||||
Exact match “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 660 contacts → | ||||
Exact match “Artisan Partners is a global multi-asset investment platform providing a broad range of high value-added investment strategies in growing asset classes to sophisticated clients…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 659 contacts → | ||||
Exact match “Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, and the industry’s…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 625 contacts → | ||||
Exact match “Crédit Agricole Titres (Entreprise d'Investissement) est la filiale du Crédit Agricole assurant le métier de teneur de compte-conservation dans le secteur “Retail”.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 497 contacts → | ||||
Exact match “Equity Trust Company is a financial services company that enables individual investors, financial professionals and institutions to diversify investment portfolios through…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 434 contacts → | ||||
Exact match “Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 347 contacts → | ||||
Exact match “Introducing Tradu, the platform built for smarter investing with an institutional edge.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 336 contacts → | ||||
Exact match “Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 280 contacts → | ||||
Exact match “Offer investments to your end users via our Investment API.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 271 contacts → | ||||
Exact match “Faced with increasing levels of complexity and cost, fund management companies, custodians and distributors alike are on the lookout for an efficient mechanism to access a broad…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 262 contacts → | ||||
Exact match “Empresa prestadora de Servicios Fiduciarios.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 216 contacts → | ||||
Exact match “Start investing for the future you.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 208 contacts → | ||||
Exact match “Democratising Wealth Management for Everyone Taking control of your financial future can feel daunting.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 202 contacts → | ||||
Exact match “Seccl is the Octopus-owned embedded investment platform that’s helping more people to invest – and invest well.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 197 contacts → | ||||
Exact match “We're the world's first and most trusted cryptocurrency retirement platform.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 182 contacts → | ||||
Exact match “M2 is a trusted digital asset platform built for high-net-worth individuals, family offices, and institutional investors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 159 contacts → | ||||
Exact match “A Braúna Investimentos oferece soluções para abraçar cada perfil de investidor.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 149 contacts → | ||||
Exact match “About Axos Clearing Axos Clearing delivers fully integrated clearing and custody solutions designed for modern wealth management firms.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 143 contacts → | ||||
Exact match “Hex Trust is a fully-licensed and regulated financial institution for digital assets.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 124 contacts → | ||||
Exact match “Die FFB ist eine der größten, unabhängigen Investmentplattformen, die sich auf Dienstleistungen rund um Anlegende und ihre Vermögensziele konzentriert.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 122 contacts → | ||||
Exact match “Die V-Bank fokussiert sich seit ihrer Gründung auf die Depot- und Kontoführung sowie auf die Wertpapierabwicklung für unabhängige Vermögensverwalter, Single Family Offices…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 122 contacts → | ||||
Exact match “Nuvama Asset Services is a one-stop shop that meets the evolving needs of asset managers by offering an integrated suite of services across asset classes.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 120 contacts → | ||||
Exact match “Halo Investing is an award-winning technology platform that disrupts the use of protective investment solutions worldwide.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 114 contacts → | ||||
Exact match “Landytech is on a mission to redefine how modern capital owners see, manage and govern their wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “custodial investment platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 821 custodial investment platforms worldwide
See the full list, filter by size, metro and specialty, and access 8,275 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Custodial investment platforms worldwide at a glance
As of Sep 28, 2026Companies by employee count
Email recency is reported on each country list linked below.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- Coverage
- Every country. Country and city lists for custodial investment platforms are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “custodial investment platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 8,275 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Custodial investment platforms by location
10 lists · largest firstEvery Custodial investment platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Custodial investment platforms based in the United States177
- Custodial investment platforms based in the United Kingdom57
- Custodial investment platforms based in India31
- Custodial investment platforms based in Brazil30
- Custodial investment platforms based in France29
- Custodial investment platforms based in the United Arab Emirates29
- Custodial investment platforms based in Australia26
- Custodial investment platforms based in Switzerland25
Cities
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “custodial investment platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many custodial investment platforms are there worldwide?
RevenueBase identified 821 company matches for custodial investment platforms worldwide as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Icapital tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most custodial investment platforms?
The United States leads with 177 companies, followed by the United Kingdom (57) and India (31). Every custodial investment platforms list by country and city is linked on this page.
Which city has the most custodial investment platforms?
London leads with 47 company records, followed by New York (27) and Singapore (26).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 8,275 professional contacts with verified work emails tracked across these 821 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 821 custodial investment platforms worldwide. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
Company intelligence · public preview
Top 25 custodial investment platforms worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 821 matching company records for custodial investment platforms worldwide, with 19,929 tracked contacts and 8,275 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 custodial investment platforms worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Icapitalicapital.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 2,016 contacts → |
“Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Apex Fintech Solutionsapexfintechsolutions.comHQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 911 contacts → |
“Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Artisan Partnersartisanpartners.comHQ: Milwaukee, WI, United StatesReported employees: 501-1,000 | Milwaukee, WI, United States | 501-1,000 | Exact match | 660 contacts → |
“Artisan Partners is a global multi-asset investment platform providing a broad range of high value-added investment strategies in growing asset classes to sophisticated clients…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Anchorage Digitalanchorage.comHQ: San Francisco, United StatesReported employees: 501-1,000 | San Francisco, United States | 501-1,000 | Exact match | 659 contacts → |
“Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, and the industry’s…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Crédit Agricole Titresca-titres.fr HQ: Mer, FranceReported employees: 501-1,000 | Mer, France | 501-1,000 | Exact match | 625 contacts → |
“Crédit Agricole Titres (Entreprise d'Investissement) est la filiale du Crédit Agricole assurant le métier de teneur de compte-conservation dans le secteur “Retail”.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Equity Trust Companytrustetc.com HQ: Westlake, OH, United StatesReported employees: 201-500 | Westlake, OH, United States | 201-500 | Exact match | 497 contacts → |
“Equity Trust Company is a financial services company that enables individual investors, financial professionals and institutions to diversify investment portfolios through…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Publicpublic.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 434 contacts → |
“Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  TRADUtradu.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 347 contacts → |
“Introducing Tradu, the platform built for smarter investing with an institutional edge.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Praemiumpraemium.comHQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 336 contacts → |
“Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Upvestupvest.coHQ: Berlin, GermanyReported employees: 201-500 | Berlin, Germany | 201-500 | Exact match | 280 contacts → |
“Offer investments to your end users via our Investment API.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Euroclear Fundsplaceeuroclear.com HQ: Brussels, BelgiumReported employees: 1,001-5,000 | Brussels, Belgium | 1,001-5,000 | Exact match | 271 contacts → |
“Faced with increasing levels of complexity and cost, fund management companies, custodians and distributors alike are on the lookout for an efficient mechanism to access a broad…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Fiduciaria Bancolombia S.Afiduciariabancolombia.com.co HQ: Bogota, ColombiaReported employees: 201-500 | Bogota, Colombia | 201-500 | Exact match | 262 contacts → |
“Empresa prestadora de Servicios Fiduciarios.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Stashawaystashaway.com HQ: SingaporeReported employees: 51-200 | Singapore | 51-200 | Exact match | 216 contacts → |
“Start investing for the future you.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Swissborgswissborg.comHQ: Lausanne, SwitzerlandReported employees: 201-500 | Lausanne, Switzerland | 201-500 | Exact match | 208 contacts → |
“Democratising Wealth Management for Everyone Taking control of your financial future can feel daunting.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  SECCLseccl.techHQ: Bath, United KingdomReported employees: 201-500 | Bath, United Kingdom | 201-500 | Exact match | 202 contacts → |
“Seccl is the Octopus-owned embedded investment platform that’s helping more people to invest – and invest well.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Bitcoinirabitcoinira.comHQ: Las Vegas, NV, United StatesReported employees: 51-200 | Las Vegas, NV, United States | 51-200 | Exact match | 197 contacts → |
“We're the world's first and most trusted cryptocurrency retirement platform.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  M2m2.comHQ: Abu Dhabi, United Arab EmiratesReported employees: 201-500 | Abu Dhabi, United Arab Emirates | 201-500 | Exact match | 182 contacts → |
“M2 is a trusted digital asset platform built for high-net-worth individuals, family offices, and institutional investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Braúna Investimentosbraunainvestimentos.com.brHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 159 contacts → |
“A Braúna Investimentos oferece soluções para abraçar cada perfil de investidor.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Axos Clearing, A Subsidiary Of Axos Financialaxosclearing.com HQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 149 contacts → |
“About Axos Clearing Axos Clearing delivers fully integrated clearing and custody solutions designed for modern wealth management firms.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  HEX Trusthextrust.comHQ: Hong KongReported employees: 51-200 | Hong Kong | 51-200 | Exact match | 143 contacts → |
“Hex Trust is a fully-licensed and regulated financial institution for digital assets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Kronberg Im Taunus, GermanyReported employees: 201-500 | Kronberg Im Taunus, Germany | 201-500 | Exact match | 124 contacts → |
“Die FFB ist eine der größten, unabhängigen Investmentplattformen, die sich auf Dienstleistungen rund um Anlegende und ihre Vermögensziele konzentriert.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  V-Bank AGv-bank.comHQ: Munich, GermanyReported employees: 51-200 | Munich, Germany | 51-200 | Exact match | 122 contacts → |
“Die V-Bank fokussiert sich seit ihrer Gründung auf die Depot- und Kontoführung sowie auf die Wertpapierabwicklung für unabhängige Vermögensverwalter, Single Family Offices…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Nuvama Asset Servicesnuvama.comHQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 122 contacts → |
“Nuvama Asset Services is a one-stop shop that meets the evolving needs of asset managers by offering an integrated suite of services across asset classes.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Halo Investinghaloinvesting.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 120 contacts → |
“Halo Investing is an award-winning technology platform that disrupts the use of protective investment solutions worldwide.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Landytechlandytech.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 114 contacts → |
“Landytech is on a mission to redefine how modern capital owners see, manage and govern their wealth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 821 company matches
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Custodial investment platforms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
821 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 821 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Custodial investment platforms by location
10 lists · largest firstEvery Custodial investment platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Custodial investment platforms based in the United States177
- Custodial investment platforms based in the United Kingdom57
- Custodial investment platforms based in India31
- Custodial investment platforms based in Brazil30
- Custodial investment platforms based in France29
- Custodial investment platforms based in the United Arab Emirates29
- Custodial investment platforms based in Australia26
- Custodial investment platforms based in Switzerland25
Cities
Questions about this company list
What does Exact match mean for custodial investment platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many custodial investment platforms did RevenueBase find worldwide?
The saved snapshot records 821 matching company records, 19,929 tracked contacts and 8,275 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 custodial investment platforms worldwide. Snapshot: September 28, 2026. https://revenuebase.ai/companies/browse/custodial-investment-platforms.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 custodial investment platforms worldwide
RevenueBase records 821 matching company records for custodial investment platforms worldwide, with 19,929 tracked contacts and 8,275 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 custodial investment platforms worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Icapitalicapital.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 2,016 contacts → |
“Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Apex Fintech Solutionsapexfintechsolutions.com HQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 911 contacts → |
“Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Artisan Partnersartisanpartners.com HQ: Milwaukee, WI, United StatesReported employees: 501-1,000 | Milwaukee, WI, United States | 501-1,000 | Exact match | 660 contacts → |
“Artisan Partners is a global multi-asset investment platform providing a broad range of high value-added investment strategies in growing asset classes to sophisticated clients…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Anchorage Digitalanchorage.com HQ: San Francisco, United StatesReported employees: 501-1,000 | San Francisco, United States | 501-1,000 | Exact match | 659 contacts → |
“Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, and the industry’s…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Crédit Agricole Titresca-titres.fr HQ: Mer, FranceReported employees: 501-1,000 | Mer, France | 501-1,000 | Exact match | 625 contacts → |
“Crédit Agricole Titres (Entreprise d'Investissement) est la filiale du Crédit Agricole assurant le métier de teneur de compte-conservation dans le secteur “Retail”.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Equity Trust Companytrustetc.com HQ: Westlake, OH, United StatesReported employees: 201-500 | Westlake, OH, United States | 201-500 | Exact match | 497 contacts → |
“Equity Trust Company is a financial services company that enables individual investors, financial professionals and institutions to diversify investment portfolios through…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Publicpublic.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 434 contacts → |
“Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | TRADUtradu.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 347 contacts → |
“Introducing Tradu, the platform built for smarter investing with an institutional edge.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Praemiumpraemium.com HQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 336 contacts → |
“Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Upvestupvest.co HQ: Berlin, GermanyReported employees: 201-500 | Berlin, Germany | 201-500 | Exact match | 280 contacts → |
“Offer investments to your end users via our Investment API.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Euroclear Fundsplaceeuroclear.com HQ: Brussels, BelgiumReported employees: 1,001-5,000 | Brussels, Belgium | 1,001-5,000 | Exact match | 271 contacts → |
“Faced with increasing levels of complexity and cost, fund management companies, custodians and distributors alike are on the lookout for an efficient mechanism to access a broad…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Fiduciaria Bancolombia S.Afiduciariabancolombia.com.co HQ: Bogota, ColombiaReported employees: 201-500 | Bogota, Colombia | 201-500 | Exact match | 262 contacts → |
“Empresa prestadora de Servicios Fiduciarios.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Stashawaystashaway.com HQ: SingaporeReported employees: 51-200 | Singapore | 51-200 | Exact match | 216 contacts → |
“Start investing for the future you.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Swissborgswissborg.com HQ: Lausanne, SwitzerlandReported employees: 201-500 | Lausanne, Switzerland | 201-500 | Exact match | 208 contacts → |
“Democratising Wealth Management for Everyone Taking control of your financial future can feel daunting.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | SECCLseccl.tech HQ: Bath, United KingdomReported employees: 201-500 | Bath, United Kingdom | 201-500 | Exact match | 202 contacts → |
“Seccl is the Octopus-owned embedded investment platform that’s helping more people to invest – and invest well.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Bitcoinirabitcoinira.com HQ: Las Vegas, NV, United StatesReported employees: 51-200 | Las Vegas, NV, United States | 51-200 | Exact match | 197 contacts → |
“We're the world's first and most trusted cryptocurrency retirement platform.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | M2m2.com HQ: Abu Dhabi, United Arab EmiratesReported employees: 201-500 | Abu Dhabi, United Arab Emirates | 201-500 | Exact match | 182 contacts → |
“M2 is a trusted digital asset platform built for high-net-worth individuals, family offices, and institutional investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Braúna Investimentosbraunainvestimentos.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 159 contacts → |
“A Braúna Investimentos oferece soluções para abraçar cada perfil de investidor.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Axos Clearing, A Subsidiary Of Axos Financialaxosclearing.com HQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 149 contacts → |
“About Axos Clearing Axos Clearing delivers fully integrated clearing and custody solutions designed for modern wealth management firms.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HEX Trusthextrust.com HQ: Hong KongReported employees: 51-200 | Hong Kong | 51-200 | Exact match | 143 contacts → |
“Hex Trust is a fully-licensed and regulated financial institution for digital assets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Kronberg Im Taunus, GermanyReported employees: 201-500 | Kronberg Im Taunus, Germany | 201-500 | Exact match | 124 contacts → |
“Die FFB ist eine der größten, unabhängigen Investmentplattformen, die sich auf Dienstleistungen rund um Anlegende und ihre Vermögensziele konzentriert.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | V-Bank AGv-bank.com HQ: Munich, GermanyReported employees: 51-200 | Munich, Germany | 51-200 | Exact match | 122 contacts → |
“Die V-Bank fokussiert sich seit ihrer Gründung auf die Depot- und Kontoführung sowie auf die Wertpapierabwicklung für unabhängige Vermögensverwalter, Single Family Offices…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Nuvama Asset Servicesnuvama.com HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 122 contacts → |
“Nuvama Asset Services is a one-stop shop that meets the evolving needs of asset managers by offering an integrated suite of services across asset classes.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Halo Investinghaloinvesting.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 120 contacts → |
“Halo Investing is an award-winning technology platform that disrupts the use of protective investment solutions worldwide.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Landytechlandytech.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 114 contacts → |
“Landytech is on a mission to redefine how modern capital owners see, manage and govern their wealth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Custodial investment platforms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
821 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 821 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Custodial investment platforms by location
10 lists · largest firstEvery Custodial investment platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Custodial investment platforms based in the United States177
- Custodial investment platforms based in the United Kingdom57
- Custodial investment platforms based in India31
- Custodial investment platforms based in Brazil30
- Custodial investment platforms based in France29
- Custodial investment platforms based in the United Arab Emirates29
- Custodial investment platforms based in Australia26
- Custodial investment platforms based in Switzerland25
Cities
Questions about this company list
What does Exact match mean for custodial investment platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many custodial investment platforms did RevenueBase find worldwide?
The saved snapshot records 821 matching company records, 19,929 tracked contacts and 8,275 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
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Cite this list
RevenueBase Data Team. Top 25 custodial investment platforms worldwide. Snapshot: September 28, 2026. https://revenuebase.ai/companies/browse/custodial-investment-platforms.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗