Company lists · Data refreshed November 2026
Top 25 Custody software providers worldwide
RevenueBase identified 247 company matches for custody software providers worldwide as of November 2026 and tracks 81,404 professional contacts across them, including 31,958 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for custody software providers 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 custody software providers 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 custody software providers worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | 6,644 contacts → | ||||
Exact match “CACEIS is the asset servicing banking group of the Crédit Agricole group dedicated to asset managers and institutional investors.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 3,195 contacts → | ||||
Exact match “DST Systems, Inc.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 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 | |||||
| 5 | 1,450 contacts → | ||||
Exact match “SS & C Advent, a business unit of SS & C Technologies, is helping more than asset managers and asset owners worldwide transform their investment processes to maximize operational…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 372 contacts → | ||||
Exact match “Aduro Advisors is the premier fund administrator, preferred by Fund Managers for its purpose-built software platform, FundPanel.io, and highly-trained service team led by industry…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 367 contacts → | ||||
Exact match “Un éditeur de référence sur le marché du logiciel patrimonial Harvest est un éditeur de logiciels spécialisé sur les métiers du conseil financier et patrimonial, présent auprès de…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 343 contacts → | ||||
Exact match “We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 290 contacts → | ||||
Exact match “Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 282 contacts → | ||||
Exact match “Credence Analytics is an International software solution provider and has a reputable customer base across Asia, Middle East & African markets.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 260 contacts → | ||||
Exact match “Dorsum is well established as one of Europe’s leading investment software providers: the most trusted partner for the digital transformation.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 243 contacts → | ||||
Exact match “We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 235 contacts → | ||||
Exact match “Fi-Tek is a premier financial technology company with industry leading product solutions catering to the entire lifecycle of Wealth Management and complex Investor Accounting…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 224 contacts → | ||||
Exact match “WE ARE GESTOR With 28 years of experience, we develop innovative technological solutions for the International Financial Industry, specializing in the administration of Trusts…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 223 contacts → | ||||
Exact match “Founded in 1990, Profile Software is a specialised financial software solutions provider with offices in key financial centers and a presence in 50+ countries across Europe, the…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 189 contacts → | ||||
Exact match “Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 155 contacts → | ||||
Exact match “QPLIX develops and operates a leading software solution for the successful digital management of complex portfolios.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 150 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 150 contacts → | ||||
Exact match “We create value for investment managers.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 144 contacts → | ||||
Exact match “NeoXam is a leading financial software company, delivering solutions and services for 150+ customers in 25 countries worldwide.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 140 contacts → | ||||
Exact match “تأسست شركة جي آي بي كابيتال في 2008، حيث تقدم جميع الخدمات المالية الشاملة مثل التداول والحفظ والإدارة والترتيب والخدمات الاستشارية.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 130 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 124 contacts → | ||||
Exact match “Launched in 2008, Third Financial supplies Custody, Clearing and Administration services and software to the UK Wealth Management Industry.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 120 contacts → | ||||
Exact match “Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 105 contacts → | ||||
Exact match “Asset Vantage was founded in 2011 by a family office of a technology group as a next generation, cloud/mobile-based asset management, accounting and reporting system catering to…” 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 “custody software providers”. 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 247 custody software providers worldwide
See the full list, filter by size, metro and specialty, and access 31,958 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Custody software providers worldwide at a glance
As of Nov 5, 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 custody software providers are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “custody software providers” 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 31,958 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.
Custody software providers by location
1 lists · largest firstEvery Custody software providers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
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 “custody software providers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many custody software providers are there worldwide?
RevenueBase identified 247 company matches for custody software providers 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 custody software providers?
The United States leads with 55 companies. Every custody software providers list by country and city is linked on this page.
Which city has the most custody software providers?
London leads with 10 company records, followed by New York (8) and Sao Paulo (6).
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 31,958 professional contacts with verified work emails tracked across these 247 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 247 custody software providers 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 custody software providers worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 247 matching company records for custody software providers worldwide, with 81,404 tracked contacts and 31,958 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: November 5, 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 custody software providers 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 |  BNYbny.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 56,291 contacts → |
“BNY is a global financial services platforms company at the heart of the world’s capital markets.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Caceiscaceis.comHQ: Montrouge, FranceReported employees: 5,001-10,000 | Montrouge, France | 5,001-10,000 | Exact match | 6,644 contacts → |
“CACEIS is the asset servicing banking group of the Crédit Agricole group dedicated to asset managers and institutional investors.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  DST Systemsssctech.comHQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 3,195 contacts → |
“DST Systems, Inc.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | BNY Mellonbnymellon.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 2,394 contacts → |
“Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK).” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Ss&c Adventadvent.comHQ: San Francisco, United StatesReported employees: 1,001-5,000 | San Francisco, United States | 1,001-5,000 | Exact match | 1,450 contacts → |
“SS & C Advent, a business unit of SS & C Technologies, is helping more than asset managers and asset owners worldwide transform their investment processes to maximize operational…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Aduro Advisorsaduroadvisors.comHQ: United StatesReported employees: 201-500 | United States | 201-500 | Exact match | 372 contacts → |
“Aduro Advisors is the premier fund administrator, preferred by Fund Managers for its purpose-built software platform, FundPanel.io, and highly-trained service team led by industry…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Harvest Groupeharvest.frHQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 367 contacts → |
“Un éditeur de référence sur le marché du logiciel patrimonial Harvest est un éditeur de logiciels spécialisé sur les métiers du conseil financier et patrimonial, présent auprès de…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Nirvana Solutionsnirvanasolutions.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 343 contacts → |
“We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Princeton Financial Systemspfs.comHQ: Princeton, NJ, United StatesReported employees: 201-500 | Princeton, NJ, United States | 201-500 | Exact match | 290 contacts → |
“Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Credence Analyticscredenceanalytics.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 282 contacts → |
“Credence Analytics is an International software solution provider and has a reputable customer base across Asia, Middle East & African markets.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Dorsum Investment Softwaredorsum.euHQ: Budapest, HungaryReported employees: 201-500 | Budapest, Hungary | 201-500 | Exact match | 260 contacts → |
“Dorsum is well established as one of Europe’s leading investment software providers: the most trusted partner for the digital transformation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Apex Group LTD Africaapexgroup.comHQ: Cyber City, MauritiusReported employees: 10001+ | Cyber City, Mauritius | 10001+ | Exact match | 243 contacts → |
“We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Fi-Tekfi-tek.comHQ: Edison, MI, United StatesReported employees: 201-500 | Edison, MI, United States | 201-500 | Exact match | 235 contacts → |
“Fi-Tek is a premier financial technology company with industry leading product solutions catering to the entire lifecycle of Wealth Management and complex Investor Accounting…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Gestorgestor.coHQ: Quito, EcuadorReported employees: 51-200 | Quito, Ecuador | 51-200 | Exact match | 224 contacts → |
“WE ARE GESTOR With 28 years of experience, we develop innovative technological solutions for the International Financial Industry, specializing in the administration of Trusts…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Profile Softwareprofilesw.comHQ: Athens, United KingdomReported employees: 201-500 | Athens, United Kingdom | 201-500 | Exact match | 223 contacts → |
“Founded in 1990, Profile Software is a specialised financial software solutions provider with offices in key financial centers and a presence in 50+ countries across Europe, the…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Stavtar Solutionsstavtar.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 189 contacts → |
“Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  QPLIXqplix.comHQ: Munich, GermanyReported employees: 51-200 | Munich, Germany | 51-200 | Exact match | 155 contacts → |
“QPLIX develops and operates a leading software solution for the successful digital management of complex portfolios.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Axos Clearing, A Subsidiary Of Axos Financialaxosclearing.comHQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 150 contacts → |
“About Axos Clearing Axos Clearing delivers fully integrated clearing and custody solutions designed for modern wealth management firms.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Profidataprofidata.comHQ: Zurich, SwitzerlandReported employees: 201-500 | Zurich, Switzerland | 201-500 | Exact match | 150 contacts → |
“We create value for investment managers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Neoxam Tunisieneoxam.comHQ: Ariana, TunisiaReported employees: 51-200 | Ariana, Tunisia | 51-200 | Exact match | 144 contacts → |
“NeoXam is a leading financial software company, delivering solutions and services for 150+ customers in 25 countries worldwide.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  GIB Capitalgibcapital.comHQ: Riyadh, Saudi ArabiaReported employees: 51-200 | Riyadh, Saudi Arabia | 51-200 | Exact match | 140 contacts → |
“تأسست شركة جي آي بي كابيتال في 2008، حيث تقدم جميع الخدمات المالية الشاملة مثل التداول والحفظ والإدارة والترتيب والخدمات الاستشارية.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Nuvama Asset Servicesnuvama.comHQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 130 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Third Financialthirdfin.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 124 contacts → |
“Launched in 2008, Third Financial supplies Custody, Clearing and Administration services and software to the UK Wealth Management Industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Cheetahcheetahinc.comHQ: Muncie, IN, United StatesReported employees: 201-500 | Muncie, IN, United States | 201-500 | Exact match | 120 contacts → |
“Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Asset Vantageassetvantage.comHQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 105 contacts → |
“Asset Vantage was founded in 2011 by a family office of a technology group as a next generation, cloud/mobile-based asset management, accounting and reporting system catering to…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 247 company matches
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Custody software providers: dataset insights
November 5, 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
247 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 247 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: November 5, 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 ↗
Custody software providers by location
1 lists · largest firstEvery Custody software providers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for custody software providers?
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 custody software providers did RevenueBase find worldwide?
The saved snapshot records 247 matching company records, 81,404 tracked contacts and 31,958 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: November 5, 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.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 custody software providers worldwide. Snapshot: November 5, 2026. https://revenuebase.ai/companies/browse/custody-software-providers.
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 custody software providers worldwide
RevenueBase records 247 matching company records for custody software providers worldwide, with 81,404 tracked contacts and 31,958 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: November 5, 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 custody software providers 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 | BNYbny.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 56,291 contacts → |
“BNY is a global financial services platforms company at the heart of the world’s capital markets.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Caceiscaceis.com HQ: Montrouge, FranceReported employees: 5,001-10,000 | Montrouge, France | 5,001-10,000 | Exact match | 6,644 contacts → |
“CACEIS is the asset servicing banking group of the Crédit Agricole group dedicated to asset managers and institutional investors.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | DST Systemsssctech.com HQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 3,195 contacts → |
“DST Systems, Inc.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | BNY Mellonbnymellon.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 2,394 contacts → |
“Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK).” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Ss&c Adventadvent.com HQ: San Francisco, United StatesReported employees: 1,001-5,000 | San Francisco, United States | 1,001-5,000 | Exact match | 1,450 contacts → |
“SS & C Advent, a business unit of SS & C Technologies, is helping more than asset managers and asset owners worldwide transform their investment processes to maximize operational…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Aduro Advisorsaduroadvisors.com HQ: United StatesReported employees: 201-500 | United States | 201-500 | Exact match | 372 contacts → |
“Aduro Advisors is the premier fund administrator, preferred by Fund Managers for its purpose-built software platform, FundPanel.io, and highly-trained service team led by industry…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Harvest Groupeharvest.fr HQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 367 contacts → |
“Un éditeur de référence sur le marché du logiciel patrimonial Harvest est un éditeur de logiciels spécialisé sur les métiers du conseil financier et patrimonial, présent auprès de…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Nirvana Solutionsnirvanasolutions.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 343 contacts → |
“We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Princeton Financial Systemspfs.com HQ: Princeton, NJ, United StatesReported employees: 201-500 | Princeton, NJ, United States | 201-500 | Exact match | 290 contacts → |
“Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Credence Analyticscredenceanalytics.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 282 contacts → |
“Credence Analytics is an International software solution provider and has a reputable customer base across Asia, Middle East & African markets.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Dorsum Investment Softwaredorsum.eu HQ: Budapest, HungaryReported employees: 201-500 | Budapest, Hungary | 201-500 | Exact match | 260 contacts → |
“Dorsum is well established as one of Europe’s leading investment software providers: the most trusted partner for the digital transformation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Apex Group LTD Africaapexgroup.com HQ: Cyber City, MauritiusReported employees: 10001+ | Cyber City, Mauritius | 10001+ | Exact match | 243 contacts → |
“We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Fi-Tekfi-tek.com HQ: Edison, MI, United StatesReported employees: 201-500 | Edison, MI, United States | 201-500 | Exact match | 235 contacts → |
“Fi-Tek is a premier financial technology company with industry leading product solutions catering to the entire lifecycle of Wealth Management and complex Investor Accounting…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Gestorgestor.co HQ: Quito, EcuadorReported employees: 51-200 | Quito, Ecuador | 51-200 | Exact match | 224 contacts → |
“WE ARE GESTOR With 28 years of experience, we develop innovative technological solutions for the International Financial Industry, specializing in the administration of Trusts…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Profile Softwareprofilesw.com HQ: Athens, United KingdomReported employees: 201-500 | Athens, United Kingdom | 201-500 | Exact match | 223 contacts → |
“Founded in 1990, Profile Software is a specialised financial software solutions provider with offices in key financial centers and a presence in 50+ countries across Europe, the…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Stavtar Solutionsstavtar.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 189 contacts → |
“Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | QPLIXqplix.com HQ: Munich, GermanyReported employees: 51-200 | Munich, Germany | 51-200 | Exact match | 155 contacts → |
“QPLIX develops and operates a leading software solution for the successful digital management of complex portfolios.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Axos Clearing, A Subsidiary Of Axos Financialaxosclearing.com HQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 150 contacts → |
“About Axos Clearing Axos Clearing delivers fully integrated clearing and custody solutions designed for modern wealth management firms.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Profidataprofidata.com HQ: Zurich, SwitzerlandReported employees: 201-500 | Zurich, Switzerland | 201-500 | Exact match | 150 contacts → |
“We create value for investment managers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Neoxam Tunisieneoxam.com HQ: Ariana, TunisiaReported employees: 51-200 | Ariana, Tunisia | 51-200 | Exact match | 144 contacts → |
“NeoXam is a leading financial software company, delivering solutions and services for 150+ customers in 25 countries worldwide.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | GIB Capitalgibcapital.com HQ: Riyadh, Saudi ArabiaReported employees: 51-200 | Riyadh, Saudi Arabia | 51-200 | Exact match | 140 contacts → |
“تأسست شركة جي آي بي كابيتال في 2008، حيث تقدم جميع الخدمات المالية الشاملة مثل التداول والحفظ والإدارة والترتيب والخدمات الاستشارية.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Nuvama Asset Servicesnuvama.com HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 130 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Third Financialthirdfin.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 124 contacts → |
“Launched in 2008, Third Financial supplies Custody, Clearing and Administration services and software to the UK Wealth Management Industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Cheetahcheetahinc.com HQ: Muncie, IN, United StatesReported employees: 201-500 | Muncie, IN, United States | 201-500 | Exact match | 120 contacts → |
“Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Asset Vantageassetvantage.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 105 contacts → |
“Asset Vantage was founded in 2011 by a family office of a technology group as a next generation, cloud/mobile-based asset management, accounting and reporting system catering to…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 247 company matches
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Custody software providers: dataset insights
November 5, 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
247 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 247 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: November 5, 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 ↗
Custody software providers by location
1 lists · largest firstEvery Custody software providers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for custody software providers?
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 custody software providers did RevenueBase find worldwide?
The saved snapshot records 247 matching company records, 81,404 tracked contacts and 31,958 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: November 5, 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 custody software providers worldwide. Snapshot: November 5, 2026. https://revenuebase.ai/companies/browse/custody-software-providers.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗