Company lists · Data refreshed September 2026

Top 25 Custodial investment platforms based in the United States

Name: Custodial investment platforms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 177 companies tracked

RevenueBase identified 177 custodial investment platforms headquartered in the United States as of September 2026 and tracks 7,360 professional contacts across them, including 4,016 with verified work emails. New York is the largest hub.

This list covers custodial investment platforms headquartered in the United States, 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.

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

177Companies

7,360Contacts tracked

4,016Verified emails

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The 25 largest custodial investment platforms based in the United States

Ranked by team size

Top 25 of 177 custodial investment platforms based in the United States, 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	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
5	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
6	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
7	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
8	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
9	Iralogix	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	51-200	100 contacts →
	Indirect evidence “IRALOGIX is redefining the IRA industry through unique, technology driven solutions that help our clients grow their business and better serve their customer's IRA accounts.” Source: RevenueBase Database · checked Sep 28, 2026
10	Smartx Advisory Solutions	Partial evidence	West Palm Beach, FL, United StatesHQ checked Sep 28, 2026	51-200	100 contacts →
	Partial evidence “SMArtX Advisory Solutions offers a cloud-native managed accounts platform designed to support the evolving needs of financial institutions.” Source: RevenueBase Database · checked Sep 28, 2026
11	Forge Trust	Indirect evidence	San Carlos, CA, United StatesHQ checked Sep 28, 2026	51-200	89 contacts →
	Indirect evidence “Forge Trust serves over 1.7 million accounts, representing over $14B in assets under custody.” Source: RevenueBase Database · checked Sep 28, 2026
12	JIKO	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	87 contacts →
	Partial evidence “100% Bank, 100% Tech: Where safety meets innovation Jiko is an innovative banking platform that delivers financial safety, speed, and simplicity to its clients by owning and…” Source: RevenueBase Database · checked Sep 28, 2026
13	Itrustcapital	Partial evidence	Irvine, CA, United StatesHQ checked Sep 28, 2026	51-200	86 contacts →
	Partial evidence “iTrustCapital is an award-winning fintech software platform for digital assets.” Source: RevenueBase Database · checked Sep 28, 2026
14	Arden Trust Company	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 28, 2026	51-200	82 contacts →
	Indirect evidence “Arden Trust Company has a unique tradition of supporting the relationship between financial professionals and their clients.” Source: RevenueBase Database · checked Sep 28, 2026
15	Madison Trust Company	Partial evidence	Sioux Falls, SD, United StatesHQ checked Sep 28, 2026	11-50	73 contacts →
	Partial evidence “Madison Trust Company is a full-service Self-Directed IRA custodian offering account holders a way to invest in alternative assets beyond Wall Street such as real estate, private…” Source: RevenueBase Database · checked Sep 28, 2026
16	ZOE Financial	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	69 contacts →
	Partial evidence “Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Source: RevenueBase Database · checked Sep 28, 2026
17	Innovayte	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	66 contacts →
	Partial evidence “Built from a heritage that spans a half century, Innovayte is a self-clearing custodian that fuels growth-minded advisors’ entrepreneurial spirit, helping wealth advisors to…” Source: RevenueBase Database · checked Sep 28, 2026
18	Blockchain	Partial evidence	Hayward, CA, United StatesHQ checked Sep 28, 2026	5,001-10,000	61 contacts →
	Partial evidence “Blockchain Trust Company, LLC (Blockchain)+1 442-309-3511 is a next generation cryptocurrency exchange and custodian that allows customers to buy, sell, stake, and store digital…” Source: RevenueBase Database · checked Sep 28, 2026
19	The Bank Of NEW York Mellon BNY MEL Lon, N.A	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	11-50	56 contacts →
	Indirect evidence “THE BANK OF NEW YORK MELLON/BNY MEL LON, N.A is a company based out of 1 MELLON BANK CTR, Pittsburgh, Pennsylvania, United States.” Source: RevenueBase Database · checked Sep 28, 2026
20	Adhesion Wealth Advisor Solutions	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	53 contacts →
	Partial evidence “Adhesion Wealth, founded in is a leading provider of outsourced investment management solutions for registered investment advisors (RIAs).” Source: RevenueBase Database · checked Sep 28, 2026
21	Directed Trust Company	Indirect evidence	Phoenix, AZ, United StatesHQ checked Sep 28, 2026	51-200	47 contacts →
	Indirect evidence “Directed IRA provides industry leading self-directed IRA accounts to investors across the U.S.” Source: RevenueBase Database · checked Sep 28, 2026
22	Goldstar Trust Company	Partial evidence	Amarillo, TX, United StatesHQ checked Sep 28, 2026	51-200	41 contacts →
	Partial evidence “Established in 1989, GoldStar Trust Company has more than 25 years of experience in providing specialized services as a Self-Directed IRA Custodian, Trustee and Escrow/Paying…” Source: RevenueBase Database · checked Sep 28, 2026
23	ETANA	Indirect evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	11-50	38 contacts →
	Indirect evidence “Prime Services for Market Access with Unparalleled Asset Protection.” Source: RevenueBase Database · checked Sep 28, 2026
24	Tappengine	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	36 contacts →
	Indirect evidence “TAPP Engine provides enterprise-grade infrastructure for wealth, brokerage, cash management, and digital assets.” Source: RevenueBase Database · checked Sep 28, 2026
25	Fusioniq	Indirect evidence	Woburn, MA, United StatesHQ checked Sep 28, 2026	11-50	35 contacts →
	Indirect evidence “The future of wealth management is digital and FusionIQ is leading the way with the flexible, easy-to-implement solutions financial advisors and institutions need to win in…” 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 177 custodial investment platforms based in the United States

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Custodial investment platforms based in the United States at a glance

As of Sep 28, 2026

54.6%Verified-email coverage

41.6Average contacts per company

11-50Median size (employees)

15.3%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 177 companies.

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.
What qualifies: Companies headquartered in the United States 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. Companies headquartered outside United States are excluded even when they keep an office there.
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, 4,016 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 metro

Custodial investment platforms in New York27

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 based in the United States?

RevenueBase identified 177 custodial investment platforms headquartered in the United States 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 city has the most custodial investment platforms?

New York leads with 27 headquartered companies, followed by San Francisco (9) and Miami (6).

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 4,016 verified decision-maker contacts tracked across these 177 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.