Company lists · Data refreshed September 2026
Top 25 Custodian platforms based in the United States
RevenueBase identified 111 custodian platforms headquartered in the United States as of September 2026 and tracks 59,470 professional contacts across them, including 26,953 with verified work emails. New York is the largest hub.
This list covers custodian 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.
The 25 largest custodian platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 53,345 contacts → | ||||
Partial evidence “BNY is a global financial services platforms company at the heart of the world’s capital markets.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 1,482 contacts → | ||||
Indirect evidence “About Axos Born digital in Axos Bank (NYSE: AX) is a financial institution that believes money should work smarter for individuals, businesses, and institutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 305 contacts → | ||||
Partial evidence “Paxos is the leading regulated blockchain infrastructure and tokenization platform.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 202 contacts → | ||||
Indirect evidence “Blockdaemon is the infrastructure powering the digital asset economy.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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, 2026Thanks. The Data Team will review it. | |||||
| 8 | 122 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 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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, 2026Thanks. The Data Team will review it. | |||||
| 10 | 92 contacts → | ||||
Partial evidence “sFOX is a comprehensive crypto and stablecoin platform for institutions, providing the infrastructure, liquidity, security, and regulatory compliance needed to unlock the full…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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, 2026Thanks. The Data Team will review it. | |||||
| 12 | 86 contacts → | ||||
Partial evidence “iTrustCapital is an award-winning fintech software platform for digital assets.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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, 2026Thanks. The Data Team will review it. | |||||
| 15 | 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, 2026Thanks. The Data Team will review it. | |||||
| 16 | 53 contacts → | ||||
Indirect 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, 2026Thanks. The Data Team will review it. | |||||
| 17 | 47 contacts → | ||||
Indirect evidence “The future of institutional web3 wallets.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 38 contacts → | ||||
Indirect evidence “Prime Services for Market Access with Unparalleled Asset Protection.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 36 contacts → | ||||
Indirect evidence “TAPP Engine provides enterprise-grade infrastructure for wealth, brokerage, cash management, and digital assets.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 33 contacts → | ||||
Indirect evidence “Membrane Labs builds institutional infrastructure for digital asset credit.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 32 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 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 29 contacts → | ||||
Partial evidence “Horizon Trust Company is a custodian that offers IRA custodial services for clients looking to self direct their Individual Retirement Account (IRA).” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 26 contacts → | ||||
Indirect evidence “Create your own stablecoin.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 23 contacts → | ||||
Partial evidence “Blockhouse is the platform that makes quantitative trading strategies accessible for frontier markets.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 22 contacts → | ||||
Partial evidence “Custodia Bank is formed to serve as a compliant bridge to the U.S.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
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: custodian 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 custodian platforms.
- Partial evidence
- Its own public description names part of custodian platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name custodian 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 111 custodian platforms based in the United States
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Custodian platforms based in the United States at a glance
As of Sep 28, 2026Companies by employee count
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 111 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 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 “custodian 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 custodian 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 custodian 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, 26,953 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.
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 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 custodian platforms are there based in the United States?
RevenueBase identified 111 custodian 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?
BNY, headquartered in New York, tops this list with the largest team on record.
Which city has the most custodian platforms?
New York leads with 19 headquartered companies, followed by Miami (5) and San Francisco (4).
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 26,953 verified decision-maker contacts tracked across these 111 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.
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