Company lists · Data refreshed September 2026

Top 23 Custodian banks based in the United States

RevenueBase identified 35 custodian banks headquartered in the United States as of September 2026 and tracks 56,883 professional contacts across them, including 25,091 with verified work emails. New York is the largest hub.

This list covers custodian banks 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 16, 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 16, 2026 86% judged on-target in blind review
35Companies
56,883Contacts tracked
25,091Verified emails
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The 23 largest custodian banks based in the United States

Ranked by team size
Top 23 of 35 custodian banks based in the United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to custodian banks: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceNew York, NY, United StatesHQ checked Sep 16, 202610001+53,345 contacts →

Indirect evidence

“BNY is a global financial services platforms company at the heart of the world’s capital markets.”

Source: RevenueBase Database · checked Sep 16, 2026
2Indirect evidenceNew York, NY, United StatesHQ checked Sep 16, 202610001+2,033 contacts →

Indirect evidence

“Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK).”

Source: RevenueBase Database · checked Sep 16, 2026
3Indirect evidenceNew York, NY, United StatesHQ checked Sep 16, 2026501-1,000154 contacts →

Indirect evidence

“Omgeo is now DTCC Institutional Trade Processing.”

Source: RevenueBase Database · checked Sep 16, 2026
4Indirect evidenceMinneapolis, United StatesHQ checked Sep 16, 202610001+152 contacts →

Indirect evidence

“Computershare Corporate Trust is a market leader with decades of experience as a provider of trustee and sophisticated agency services for private and public companies, investment…”

Source: RevenueBase Database · checked Sep 16, 2026
5Indirect evidenceOmaha, NE, United StatesHQ checked Sep 16, 202651-200149 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 16, 2026
6Indirect evidenceHoboken, NJ, United StatesHQ checked Sep 16, 2026201-500122 contacts →

Indirect evidence

“Sumitomo Mitsui Trust Bank (U.S.A.) Limited,("SMTBUSA"), was originally established in 1987 as a New York State chartered trust and banking company, insured by the Federal Deposit…”

Source: RevenueBase Database · checked Sep 16, 2026
7Indirect evidenceSan Carlos, CA, United StatesHQ checked Sep 16, 202651-20089 contacts →

Indirect evidence

“Forge Trust serves over 1.7 million accounts, representing over $14B in assets under custody.”

Source: RevenueBase Database · checked Sep 16, 2026
8Partial evidenceDallas, TX, United StatesHQ checked Sep 16, 202651-20066 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 16, 2026
9Partial evidenceHayward, CA, United StatesHQ checked Sep 16, 20265,001-10,00061 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 16, 2026
10Indirect evidenceWauwatosa, WI, United StatesHQ checked Sep 16, 2026201-50035 contacts →

Indirect evidence

“Midwest Institutional Trust Company (“MITC”) is a financial services provider delivering customizable trust banking solutions with unparalleled service and integrity.”

Source: RevenueBase Database · checked Sep 16, 2026
11Indirect evidenceMiami, FL, United StatesHQ checked Sep 16, 202611-5032 contacts →

Indirect evidence

“FlexFunds was founded in 2011 with the mission to provide unique and innovative solutions that facilitate the distribution and growth of investment products for asset managers.”

Source: RevenueBase Database · checked Sep 16, 2026
12Partial evidenceMurray, KY, United StatesHQ checked Sep 16, 202651-20032 contacts →

Partial evidence

“Choice by KT is a leading independent, qualified custodian specializing in innovative custody solutions and escrow services for individual and institutional investors.”

Source: RevenueBase Database · checked Sep 16, 2026
13Indirect evidenceGarden City, NY, United StatesHQ checked Sep 16, 202651-20029 contacts →

Indirect evidence

“Cowen Prime Services was formed in 2015 following Cowen Group’s (Nasdaq: COWN) acquisition of Concept Capital Markets, LLC.”

Source: RevenueBase Database · checked Sep 16, 2026
14Partial evidenceCheyenne, WY, United StatesHQ checked Sep 16, 202611-5022 contacts →

Partial evidence

Custodia Bank is formed to serve as a compliant bridge to the U.S.”

Source: RevenueBase Database · checked Sep 16, 2026
15Partial evidenceSeneca, KS, United StatesHQ checked Sep 16, 202611-5021 contacts →

Partial evidence

“CNB Custody has a solid reputation for exceptional service, accuracy, and competitive fees as an alternative investment custodian.”

Source: RevenueBase Database · checked Sep 16, 2026
16Partial evidenceOnaga, KS, United StatesHQ checked Sep 16, 202651-20017 contacts →

Partial evidence

“Since 1978, Mainstar Trust has been a trusted self-directed retirement custodian with a reputation for exceptional customer service and an experienced and knowledgeable team.”

Source: RevenueBase Database · checked Sep 16, 2026
17Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 16, 20261,001-5,00017 contacts →

Indirect evidence

“First Clearing is a clearing and custody services business, serving broker dealers and registered investment advisors nationwide.”

Source: RevenueBase Database · checked Sep 16, 2026
18Indirect evidenceWilmington, DE, United StatesHQ checked Sep 16, 202651-20014 contacts →

Indirect evidence

“Branded as Delaware Depository, Depository Trust Company of Delaware, LLC is a wholly owned subsidiary of FideliTrade Incorporated.”

Source: RevenueBase Database · checked Sep 16, 2026
19Indirect evidenceColumbus, OH, United StatesHQ checked Sep 16, 202611-509 contacts →

Indirect evidence

“Our mission is to serve our clients through our systematic approach while providing delightful and conscientious stewardship for their real estate assets.”

Source: RevenueBase Database · checked Sep 16, 2026
20Indirect evidenceNashville, TN, United StatesHQ checked Sep 16, 20261-105 contacts →

Indirect evidence

“The Entrust Trust Company is a company based out of 3200 W END AVE, Nashville, Tennessee, United States.”

Source: RevenueBase Database · checked Sep 16, 2026
21Indirect evidenceBoston, MA, United StatesHQ checked Sep 16, 20261-104 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 16, 2026
22Indirect evidenceNew York, NY, United StatesHQ checked Sep 16, 202651-2004 contacts →

Indirect evidence

“Standard Custody offers secure custody solutions that stand up to the strictest regulations and unlock the value of digital assets for institutional investors.”

Source: RevenueBase Database · checked Sep 16, 2026
23Indirect evidenceBoulder, United StatesHQ checked Sep 16, 202611-501 contacts →

Indirect evidence

“Digital Asset Custody”

Source: RevenueBase Database · checked Sep 16, 2026

Showing 23 of 35 custodian banks based in the United States

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Custodian banks based in the United States at a glance

As of Sep 16, 2026
44.1%Verified-email coverage
1625.2Average contacts per company
51-200Median size (employees)
14.3%Largest-city concentration · New York
Sep 16, 2026Page data refreshed

Companies by employee count

1-10
3
11-50
10
51-200
10
201-500
4
501-1,000
2
1,001-5,000
2
5,001-10,000
1
10001+
3

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 35 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 custodian banks, 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 “custodian banks”. 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 custodian banks), 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 custodian banks, 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, 25,091 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 16, 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.

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 custodian banks, 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 custodian banks are there based in the United States?

RevenueBase identified 35 custodian banks 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?

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

Which city has the most custodian banks?

New York leads with 5 headquartered companies, followed by Boston (2) and Minneapolis (2).

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 25,091 verified decision-maker contacts tracked across these 35 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 16, 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.