Company lists · Data refreshed September 2026

Top 25 Custodial investment platforms worldwide

Name: Custodial investment platforms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 821 companies tracked

RevenueBase identified 821 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 custodial investment platforms worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. 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 Smart Search, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

821Companies

19,929Contacts tracked

8,275Verified emails

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The 25 largest custodial investment platforms worldwide

Ranked by team size

Top 25 of 821 custodial investment platforms worldwide, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to custodial investment platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Icapital	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,016 contacts →
	Partial evidence “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Source: RevenueBase Database · checked Sep 28, 2026
2	Apex Fintech Solutions	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	501-1,000	911 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
3	Artisan Partners	Strong evidence	Milwaukee, WI, United StatesHQ checked Sep 28, 2026	501-1,000	660 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
4	Anchorage Digital	Partial evidence	San Francisco, United StatesHQ checked Sep 28, 2026	501-1,000	659 contacts →
	Partial evidence “Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, and the industry’s…” Source: RevenueBase Database · checked Sep 28, 2026
5	Crédit Agricole Titres	Indirect evidence	Mer, FranceHQ checked Sep 28, 2026	501-1,000	625 contacts →
	Indirect evidence “Crédit Agricole Titres (Entreprise d'Investissement) est la filiale du Crédit Agricole assurant le métier de teneur de compte-conservation dans le secteur “Retail”.” Source: RevenueBase Database · checked Sep 28, 2026
6	Equity Trust Company	Partial evidence	Westlake, OH, United StatesHQ checked Sep 28, 2026	201-500	497 contacts →
	Partial evidence “Equity Trust Company is a financial services company that enables individual investors, financial professionals and institutions to diversify investment portfolios through…” Source: RevenueBase Database · checked Sep 28, 2026
7	Public	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	434 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
8	TRADU	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	347 contacts →
	Partial evidence “Introducing Tradu, the platform built for smarter investing with an institutional edge.” Source: RevenueBase Database · checked Sep 28, 2026
9	Praemium	Strong evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	201-500	336 contacts →
	Strong evidence “Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.” Source: RevenueBase Database · checked Sep 28, 2026
10	Upvest	Partial evidence	Berlin, GermanyHQ checked Sep 28, 2026	201-500	280 contacts →
	Partial evidence “Offer investments to your end users via our Investment API.” Source: RevenueBase Database · checked Sep 28, 2026
11	Euroclear Fundsplace	Partial evidence	Brussels, BelgiumHQ checked Sep 28, 2026	1,001-5,000	271 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
12	Fiduciaria Bancolombia S.A	Indirect evidence	Bogota, ColombiaHQ checked Sep 28, 2026	201-500	262 contacts →
	Indirect evidence “Empresa prestadora de Servicios Fiduciarios.” Source: RevenueBase Database · checked Sep 28, 2026
13	Stashaway	Indirect evidence	SingaporeHQ checked Sep 28, 2026	51-200	216 contacts →
	Indirect evidence “Start investing for the future you.” Source: RevenueBase Database · checked Sep 28, 2026
14	Swissborg	Indirect evidence	Lausanne, SwitzerlandHQ checked Sep 28, 2026	201-500	208 contacts →
	Indirect evidence “Democratising Wealth Management for Everyone Taking control of your financial future can feel daunting.” Source: RevenueBase Database · checked Sep 28, 2026
15	SECCL	Strong evidence	Bath, United KingdomHQ checked Sep 28, 2026	201-500	202 contacts →
	Strong evidence “Seccl is the Octopus-owned embedded investment platform that’s helping more people to invest – and invest well.” Source: RevenueBase Database · checked Sep 28, 2026
16	Bitcoinira	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 28, 2026	51-200	197 contacts →
	Partial evidence “We're the world's first and most trusted cryptocurrency retirement platform.” Source: RevenueBase Database · checked Sep 28, 2026
17	M2	Partial evidence	Abu Dhabi, United Arab EmiratesHQ checked Sep 28, 2026	201-500	182 contacts →
	Partial evidence “M2 is a trusted digital asset platform built for high-net-worth individuals, family offices, and institutional investors.” Source: RevenueBase Database · checked Sep 28, 2026
18	Braúna Investimentos	Indirect evidence	São Paulo, BrazilHQ checked Sep 28, 2026	51-200	159 contacts →
	Indirect evidence “A Braúna Investimentos oferece soluções para abraçar cada perfil de investidor.” Source: RevenueBase Database · checked Sep 28, 2026
19	Axos Clearing, A Subsidiary Of Axos Financial	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	51-200	149 contacts →
	Indirect evidence “About Axos Clearing Axos Clearing delivers fully integrated clearing and custody solutions designed for modern wealth management firms.” Source: RevenueBase Database · checked Sep 28, 2026
20	HEX Trust	Indirect evidence	Hong KongHQ checked Sep 28, 2026	51-200	143 contacts →
	Indirect evidence “Hex Trust is a fully-licensed and regulated financial institution for digital assets.” Source: RevenueBase Database · checked Sep 28, 2026
21	FFB Fidelity International	Partial evidence	Kronberg Im Taunus, GermanyHQ checked Sep 28, 2026	201-500	124 contacts →
	Partial evidence “Die FFB ist eine der größten, unabhängigen Investmentplattformen, die sich auf Dienstleistungen rund um Anlegende und ihre Vermögensziele konzentriert.” Source: RevenueBase Database · checked Sep 28, 2026
22	V-Bank AG	Indirect evidence	Munich, GermanyHQ checked Sep 28, 2026	51-200	122 contacts →
	Indirect evidence “Die V-Bank fokussiert sich seit ihrer Gründung auf die Depot- und Kontoführung sowie auf die Wertpapierabwicklung für unabhängige Vermögensverwalter, Single Family Offices…” Source: RevenueBase Database · checked Sep 28, 2026
23	Nuvama Asset Services	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	1,001-5,000	122 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
24	Halo Investing	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	120 contacts →
	Strong evidence “Halo Investing is an award-winning technology platform that disrupts the use of protective investment solutions worldwide.” Source: RevenueBase Database · checked Sep 28, 2026
25	Landytech	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	114 contacts →
	Indirect evidence “Landytech is on a mission to redefine how modern capital owners see, manage and govern their wealth.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: custodial investment platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names custodial investment platforms.
Partial evidence: Its own public description names part of custodial investment platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name custodial investment platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 821 custodial investment platforms worldwide

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Custodial investment platforms worldwide at a glance

As of Sep 28, 2026

41.5%Verified-email coverage

24.3Average contacts per company

11-50Median size (employees)

5.7%Largest-city concentration · London

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

343

11-50

322

51-200

103

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among custodial investment platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, 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: Companies worldwide whose own description of what they do matches “custodial investment platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names custodial investment platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among custodial investment platforms, and records with no verified work email.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 8,275 across the full list. 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.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Custodial investment platforms by location

10 lists · largest first

Every Custodial investment platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names custodial investment platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many custodial investment platforms are there worldwide?

RevenueBase identified 821 custodial investment platforms worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Icapital, headquartered in New York, tops this list with the largest team on record.

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 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 8,275 verified decision-maker contacts tracked across these 821 companies.

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.

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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 Smart Search, 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.