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.

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
111Companies
59,470Contacts tracked
26,953Verified emails
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The 25 largest custodian platforms based in the United States

Ranked by team size
Top 25 of 111 custodian 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 custodian 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 202610001+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, 2026
2Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 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 28, 2026
3Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261,001-5,0001,482 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, 2026
4Partial evidenceRemote-first, United StatesHQ checked Sep 28, 2026201-500305 contacts →

Partial evidence

“Paxos is the leading regulated blockchain infrastructure and tokenization platform.”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceRemote First, United StatesHQ checked Sep 28, 2026201-500202 contacts →

Indirect evidence

“Blockdaemon is the infrastructure powering the digital asset economy.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceMinneapolis, United StatesHQ checked Sep 28, 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 28, 2026
7Indirect evidenceOmaha, NE, United StatesHQ checked Sep 28, 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 28, 2026
8Indirect evidenceHoboken, NJ, United StatesHQ checked Sep 28, 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 28, 2026
9Partial evidenceWest Palm Beach, FL, United StatesHQ checked Sep 28, 202651-200100 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
10Partial evidenceRemote, United StatesHQ checked Sep 28, 202651-20092 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, 2026
11Indirect evidenceSan Carlos, CA, United StatesHQ checked Sep 28, 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 28, 2026
12Partial evidenceIrvine, CA, United StatesHQ checked Sep 28, 202651-20086 contacts →

Partial evidence

“iTrustCapital is an award-winning fintech software platform for digital assets.”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceSioux Falls, SD, United StatesHQ checked Sep 28, 202611-5073 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
14Partial evidenceDallas, TX, United StatesHQ checked Sep 28, 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 28, 2026
15Partial evidenceHayward, CA, United StatesHQ checked Sep 28, 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 28, 2026
16Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 28, 202611-5053 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, 2026
17Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-5047 contacts →

Indirect evidence

“The future of institutional web3 wallets.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceDenver, CO, United StatesHQ checked Sep 28, 202611-5038 contacts →

Indirect evidence

“Prime Services for Market Access with Unparalleled Asset Protection.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 202611-5036 contacts →

Indirect evidence

“TAPP Engine provides enterprise-grade infrastructure for wealth, brokerage, cash management, and digital assets.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceMiami, FL, United StatesHQ checked Sep 28, 202611-5033 contacts →

Indirect evidence

“Membrane Labs builds institutional infrastructure for digital asset credit.”

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceMurray, KY, United StatesHQ checked Sep 28, 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 28, 2026
22Partial evidenceAlbuquerque, NM, United StatesHQ checked Sep 28, 202611-5029 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, 2026
23Indirect evidenceDes Moines, United StatesHQ checked Sep 28, 20261-1026 contacts →

Indirect evidence

“Create your own stablecoin.”

Source: RevenueBase Database · checked Sep 28, 2026
24Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-5023 contacts →

Partial evidence

“Blockhouse is the platform that makes quantitative trading strategies accessible for frontier markets.”

Source: RevenueBase Database · checked Sep 28, 2026
25Partial evidenceCheyenne, WY, United StatesHQ checked Sep 28, 202611-5022 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026

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, 2026
45.3%Verified-email coverage
535.8Average contacts per company
11-50Median size (employees)
17.1%Largest-city concentration · New York
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
36
11-50
45
51-200
14
201-500
7
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 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.