Company lists · Data refreshed November 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 Nov 5, 2026 5,393 companies tracked

RevenueBase identified 5,393 company matches for custodial investment platforms worldwide as of November 2026 and tracks 472,264 professional contacts across them, including 175,765 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 November 5, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 5, 2026 How this list was built

5,393Companies

472,264Contacts tracked

175,765Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest custodial investment platforms worldwide

Ranked by team size

Top 25 of 5,393 company matches for custodial investment platforms worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 5, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	BNY	Exact match	New York, NY, United StatesHQ recorded Nov 5, 2026	10001+	56,291 contacts →
	Exact match “BNY is a global financial services platforms company at the heart of the world’s capital markets.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
2	State Street	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	10001+	44,198 contacts →
	Exact match “At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
3	Charles Schwab	Exact match	Westlake, NC, United StatesHQ recorded Nov 5, 2026	10001+	34,197 contacts →
	Exact match “Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
4	Blackrock	Exact match	New York, NY, United StatesHQ recorded Nov 5, 2026	10001+	30,665 contacts →
	Exact match “BlackRock is a global asset manager and technology provider dedicated to helping more and more people experience financial well-being.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
5	Vanguard	Exact match	Valley Forge, PA, United StatesHQ recorded Nov 5, 2026	10001+	27,175 contacts →
	Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
6	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Nov 5, 2026	5,001-10,000	14,339 contacts →
	Exact match “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
7	E Trade From Morgan Stanley	Exact match	Sandy, UT, United StatesHQ recorded Nov 5, 2026	1,001-5,000	11,189 contacts →
	Exact match “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
8	Empower	Exact match	Greenwood Village, CO, United StatesHQ recorded Nov 5, 2026	10001+	6,726 contacts →
	Exact match “Built on a foundation of trust, integrity and promise, we proudly serve over outstanding organizations and more than 17 million individuals.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
9	Mirae Asset Sharekhan	Exact match	Mumbai, IndiaHQ recorded Nov 5, 2026	1,001-5,000	5,649 contacts →
	Exact match “Founded in 1995, Mirae Asset Sharekhan was one of the first brokers to introduce online trading in India.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
10	FNZ	Exact match	London, United KingdomHQ recorded Nov 5, 2026	5,001-10,000	5,361 contacts →
	Exact match “FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
11	SBI Securities	Exact match	Mumbai, IndiaHQ recorded Nov 5, 2026	10001+	5,250 contacts →
	Exact match “As a proud extension of the esteemed SBI legacy, SBI Securities offers a comprehensive suite of investment products and services designed to meet diverse financial objectives.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
12	Alliancebernstein	Exact match	Nashville, PA, United StatesHQ recorded Nov 5, 2026	1,001-5,000	5,150 contacts →
	Exact match “AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
13	Kotak Securities	Exact match	Mumbai, IndiaHQ recorded Nov 5, 2026	1,001-5,000	5,022 contacts →
	Exact match “Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
14	Hdfc Securities	Exact match	Mumbai, IndiaHQ recorded Nov 5, 2026	1,001-5,000	4,651 contacts →
	Exact match “HDFC securities has been serving a diverse customer base of retail and institutional investors, since Headquartered in Mumbai, it offers an exhaustive product suite to help its…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
15	Invesco	Exact match	Atlanta, United StatesHQ recorded Nov 5, 2026	5,001-10,000	4,344 contacts →
	Exact match “Invesco Ltd.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
16	TD Ameritrade	Exact match	Omaha, NJ, United StatesHQ recorded Nov 5, 2026	5,001-10,000	3,986 contacts →
	Exact match “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
17	Simcorp	Exact match	Copenhagen, DenmarkHQ recorded Nov 5, 2026	1,001-5,000	3,643 contacts →
	Exact match “SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
18	Janus Henderson Investors	Exact match	London, CO, United KingdomHQ recorded Nov 5, 2026	1,001-5,000	3,353 contacts →
	Exact match “At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
19	Interactive Brokers	Exact match	Greenwich, CT, United KingdomHQ recorded Nov 5, 2026	1,001-5,000	3,319 contacts →
	Exact match “Rated #1 Active Traders and #1 International Trading in 2025 by StockBrokers.com.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
20	Sura México	Exact match	Mexico City, MexicoHQ recorded Nov 5, 2026	1,001-5,000	2,880 contacts →
	Exact match “Bienvenido a Afore SURA, te ayudamos a crecer tu ahorro con rendimientos consistentes.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
21	Icapital	Exact match	New York, NY, United StatesHQ recorded Nov 5, 2026	1,001-5,000	2,426 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 · Nov 5, 2026 · View company records in RevenueBase
22	BNY Mellon	Exact match	New York, NY, United StatesHQ recorded Nov 5, 2026	10001+	2,394 contacts →
	Exact match “Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK).” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
23	Credicorp Capital	Exact match	Lima, PeruHQ recorded Nov 5, 2026	1,001-5,000	2,234 contacts →
	Exact match “Somos la compañía de Asesoría y Gestión de Inversiones del grupo Credicorp Ltd, uno de los holdings financieros más grandes de la región.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
24	Vontobel	Exact match	Zürich, SwitzerlandHQ recorded Nov 5, 2026	1,001-5,000	2,215 contacts →
	Exact match “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
25	Hargreaves Lansdown	Exact match	Bristol, United KingdomHQ recorded Nov 5, 2026	1,001-5,000	2,200 contacts →
	Exact match “We’re the UK’s number 1 investment platform for private investors, based in Bristol.” Recorded in the RevenueBase company graph · Nov 5, 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 5,393 custodial investment platforms worldwide

See the full list, filter by size, metro and specialty, and access 175,765 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Custodial investment platforms worldwide at a glance

As of Nov 5, 2026

37.2%Verified-email coverage

87.6Average contacts per company

11-50Median size (employees)

4.1%Largest-city concentration · London

Nov 5, 2026Page data refreshed

Companies by employee count

1-10

2,615

11-50

1,665

51-200

626

201-500

209

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

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 175,765 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 November 5, 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

38 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 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 5,393 company matches for custodial investment platforms worldwide as of November 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?

BNY 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 1,529 companies, followed by India (582) and the United Kingdom (343). 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 221 company records, followed by New York (139) and Mumbai (115).

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 175,765 professional contacts with verified work emails tracked across these 5,393 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 November 5, 2026.

Ready to reach these companies? Verified emails and direct dials for all 5,393 custodial investment platforms worldwide. Start with a free account, no credit card.

Download this list →

Related lists

Browse the directory

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.