Company lists · Data refreshed September 2026
Top 25 Custody and clearing software companies based in the United States
RevenueBase identified 75 company matches for custody and clearing software companies associated with the United States as of September 2026 and tracks 15,351 professional contacts across them, including 6,014 with verified work emails. New York is the largest hub.
This list covers company matches for custody and clearing software companies associated with the United States, 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 September 28, 2026.
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 and clearing software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 6,508 contacts → | ||||
Exact match “With over 50 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 3,035 contacts → | ||||
Exact match “DST Systems, Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 1,482 contacts → | ||||
Exact match “About Axos Born digital in Axos Bank (NYSE: AX) is a financial institution that believes money should work smarter for individuals, businesses, and institutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 1,389 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 712 contacts → | ||||
Exact match “Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 330 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 256 contacts → | ||||
Exact match “Vichara powers the World’s Leading Asset Management Firms and Investment Banks.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 163 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 149 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 115 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 102 contacts → | ||||
Exact match “FIA Tech collaborates with the global futures industry to improve operational efficiency via integrated, cloud-based systems.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 85 contacts → | ||||
Exact match “Legacy trading infrastructure can’t keep pace with the way modern wealth firms operate.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 81 contacts → | ||||
Exact match “ETNA is a software development company empowering brokers, dealers, and financial advisors with trading, wealth management, and back-office solutions for 22+ years.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 70 contacts → | ||||
Exact match “With more than 40-years of experience building innovative technology, Neovest today services over 500 clients, end users and multiple offices and data centers spanning three…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 66 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 44 contacts → | ||||
Exact match “DbCom, headquartered in Princeton, NJ, has over 25 years of experience in building software solutions for the financial sector.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 36 contacts → | ||||
Exact match “TAPP Engine provides enterprise-grade infrastructure for wealth, brokerage, cash management, and digital assets.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 34 contacts → | ||||
Exact match “RQD* Clearing is a technology-driven clearing, custody, and execution firm built for modern market participants.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 33 contacts → | ||||
Exact match “Membrane Labs builds institutional infrastructure for digital asset credit.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 33 contacts → | ||||
Exact match “Metrosoft® is a fintech company that develops multi-tier, service-oriented asset management software using the latest programming technologies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 30 contacts → | ||||
Exact match “TS Partners was founded in 1985 by financial industry veterans to provide financial institutions and corporations a better way to manage their corporate trust and shareholder…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 14 contacts → | ||||
Exact match “Satuit Technologies is fiercely focused on delivering quality software solutions to buy-side financial customers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 10 contacts → | ||||
Exact match “InteliClear’s Post Trade Solutions (PTS) provides turnkey and custom software for middle and back office operations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 9 contacts → | ||||
Exact match “Helix Financial Systems is a leading provider of financial software systems and know-how to the dealer, asset management, securities lending, banking and insurance communities.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 8 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 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 and clearing software companies”. 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 75 custody and clearing software companies based in the United States
See the full list, filter by size, metro and specialty, and access 6,014 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Custody and clearing software companies 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 75 companies.
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.
- What qualifies
- Company records associated with the United States whose business descriptions match “custody and clearing software companies” 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. Where headquarters information is recorded, preview rows are also filtered to this page’s location. 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 6,014 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 September 28, 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.
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 and clearing software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many custody and clearing software companies are there based in the United States?
RevenueBase identified 75 company matches for custody and clearing software companies associated with the United States as of September 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?
The Depository Trust & Clearing Corporation Dtcc tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most custody and clearing software companies?
New York leads with 10 company records, followed by Dallas (3) and Miami (3).
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 6,014 professional contacts with verified work emails tracked across these 75 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 September 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 75 custody and clearing software companies based in the United States. Start with a free account, no credit card.
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Custody and clearing software companies by geography
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Custody and clearing software companies based in India
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
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Company intelligence · public preview
Top 25 custody and clearing software companies based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 75 matching company records for custody and clearing software companies based in the United States, with 15,351 tracked contacts and 6,014 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: September 28, 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 and clearing software companies based in the United States
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 | HQ: Jersey City, TX, United StatesReported employees: 5,001-10,000 | Jersey City, TX, United States | 5,001-10,000 | Exact match | 6,508 contacts → |
“With over 50 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  DST Systemsssctech.comHQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 3,035 contacts → |
“DST Systems, Inc.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Axos Bankaxosbank.comHQ: San Diego, CA, United StatesReported employees: 1,001-5,000 | San Diego, CA, United States | 1,001-5,000 | Exact match | 1,482 contacts → |
“About Axos Born digital in Axos Bank (NYSE: AX) is a financial institution that believes money should work smarter for individuals, businesses, and institutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Ss&c Adventadvent.comHQ: San Francisco, CA, United StatesReported employees: 1,001-5,000 | San Francisco, CA, United States | 1,001-5,000 | Exact match | 1,389 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Confluenceconfluence.comHQ: Pittsburgh, PA, United StatesReported employees: 501-1,000 | Pittsburgh, PA, United States | 501-1,000 | Exact match | 712 contacts → |
“Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Nirvana Solutionsnirvanasolutions.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 330 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Vichara Technologiesvichara.comHQ: Fort Lee, NJ, United StatesReported employees: 201-500 | Fort Lee, NJ, United States | 201-500 | Exact match | 256 contacts → |
“Vichara powers the World’s Leading Asset Management Firms and Investment Banks.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Stavtar Solutionsstavtar.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 163 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Axos Clearing, A Subsidiary Of Axos Financialaxosclearing.com HQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 149 contacts → |
“About Axos Clearing Axos Clearing delivers fully integrated clearing and custody solutions designed for modern wealth management firms.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Cheetahcheetahinc.comHQ: Muncie, IN, United StatesReported employees: 201-500 | Muncie, IN, United States | 201-500 | Exact match | 115 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  FIA Techfia-tech.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 102 contacts → |
“FIA Tech collaborates with the global futures industry to improve operational efficiency via integrated, cloud-based systems.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Flyer Financial Technologiesflyerft.comHQ: NY, United StatesReported employees: 51-200 | NY, United States | 51-200 | Exact match | 85 contacts → |
“Legacy trading infrastructure can’t keep pace with the way modern wealth firms operate.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  ETNAetnasoft.comHQ: Boca Raton, FL, United StatesReported employees: 51-200 | Boca Raton, FL, United States | 51-200 | Exact match | 81 contacts → |
“ETNA is a software development company empowering brokers, dealers, and financial advisors with trading, wealth management, and back-office solutions for 22+ years.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Neovestneovest.comHQ: Orem, UT, United StatesReported employees: 51-200 | Orem, UT, United States | 51-200 | Exact match | 70 contacts → |
“With more than 40-years of experience building innovative technology, Neovest today services over 500 clients, end users and multiple offices and data centers spanning three…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Innovayteinnovayte.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 66 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Dbcom INCdbcomsys.comHQ: Princeton, NJ, United StatesReported employees: 51-200 | Princeton, NJ, United States | 51-200 | Exact match | 44 contacts → |
“DbCom, headquartered in Princeton, NJ, has over 25 years of experience in building software solutions for the financial sector.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Tappenginetappengine.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 36 contacts → |
“TAPP Engine provides enterprise-grade infrastructure for wealth, brokerage, cash management, and digital assets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | RQD Clearingrqdclearing.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 34 contacts → |
“RQD* Clearing is a technology-driven clearing, custody, and execution firm built for modern market participants.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Membrane Labsmembranelabs.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 33 contacts → |
“Membrane Labs builds institutional infrastructure for digital asset credit.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Metrosoftmetrosoft.com HQ: Saddle Brook, NJ, United StatesReported employees: 11-50 | Saddle Brook, NJ, United States | 11-50 | Exact match | 33 contacts → |
“Metrosoft® is a fintech company that develops multi-tier, service-oriented asset management software using the latest programming technologies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  TS Partners INCtspartnersinc.comHQ: King Of Prussia, PA, United StatesReported employees: 11-50 | King Of Prussia, PA, United States | 11-50 | Exact match | 30 contacts → |
“TS Partners was founded in 1985 by financial industry veterans to provide financial institutions and corporations a better way to manage their corporate trust and shareholder…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Satuit Technologiessatuit.comHQ: San Antonio, TX, United StatesReported employees: 11-50 | San Antonio, TX, United States | 11-50 | Exact match | 14 contacts → |
“Satuit Technologies is fiercely focused on delivering quality software solutions to buy-side financial customers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Inteliclear LLCinteliclear.com HQ: North Brunswick, NJ, United StatesReported employees: 11-50 | North Brunswick, NJ, United States | 11-50 | Exact match | 10 contacts → |
“InteliClear’s Post Trade Solutions (PTS) provides turnkey and custom software for middle and back office operations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Helix Financial Systemshelixfs.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 9 contacts → |
“Helix Financial Systems is a leading provider of financial software systems and know-how to the dealer, asset management, securities lending, banking and insurance communities.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Easyaum INCeasyaum.com HQ: San Mateo, CA, United StatesReported employees: 11-50 | San Mateo, CA, United States | 11-50 | Exact match | 8 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 75 company matches
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Custody and clearing software companies: dataset insights
September 28, 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
75 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 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 75 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: September 28, 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 ↗
Questions about this company list
What does Exact match mean for custody and clearing software companies?
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 and clearing software companies did RevenueBase find based in the United States?
The saved snapshot records 75 matching company records, 15,351 tracked contacts and 6,014 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: September 28, 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
Custody and clearing software companies by geography
Cite this list
RevenueBase Data Team. Top 25 custody and clearing software companies based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/custody-and-clearing-software-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Custody and clearing software companies based in India
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
Company intelligence · public preview
Top 25 custody and clearing software companies based in the United States
RevenueBase records 75 matching company records for custody and clearing software companies based in the United States, with 15,351 tracked contacts and 6,014 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: September 28, 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 and clearing software companies based in the United States
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 | HQ: Jersey City, TX, United StatesReported employees: 5,001-10,000 | Jersey City, TX, United States | 5,001-10,000 | Exact match | 6,508 contacts → |
“With over 50 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | DST Systemsssctech.com HQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 3,035 contacts → |
“DST Systems, Inc.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Axos Bankaxosbank.com HQ: San Diego, CA, United StatesReported employees: 1,001-5,000 | San Diego, CA, United States | 1,001-5,000 | Exact match | 1,482 contacts → |
“About Axos Born digital in Axos Bank (NYSE: AX) is a financial institution that believes money should work smarter for individuals, businesses, and institutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Ss&c Adventadvent.com HQ: San Francisco, CA, United StatesReported employees: 1,001-5,000 | San Francisco, CA, United States | 1,001-5,000 | Exact match | 1,389 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Confluenceconfluence.com HQ: Pittsburgh, PA, United StatesReported employees: 501-1,000 | Pittsburgh, PA, United States | 501-1,000 | Exact match | 712 contacts → |
“Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Nirvana Solutionsnirvanasolutions.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 330 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Vichara Technologiesvichara.com HQ: Fort Lee, NJ, United StatesReported employees: 201-500 | Fort Lee, NJ, United States | 201-500 | Exact match | 256 contacts → |
“Vichara powers the World’s Leading Asset Management Firms and Investment Banks.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Stavtar Solutionsstavtar.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 163 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Axos Clearing, A Subsidiary Of Axos Financialaxosclearing.com HQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 149 contacts → |
“About Axos Clearing Axos Clearing delivers fully integrated clearing and custody solutions designed for modern wealth management firms.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Cheetahcheetahinc.com HQ: Muncie, IN, United StatesReported employees: 201-500 | Muncie, IN, United States | 201-500 | Exact match | 115 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | FIA Techfia-tech.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 102 contacts → |
“FIA Tech collaborates with the global futures industry to improve operational efficiency via integrated, cloud-based systems.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Flyer Financial Technologiesflyerft.com HQ: NY, United StatesReported employees: 51-200 | NY, United States | 51-200 | Exact match | 85 contacts → |
“Legacy trading infrastructure can’t keep pace with the way modern wealth firms operate.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | ETNAetnasoft.com HQ: Boca Raton, FL, United StatesReported employees: 51-200 | Boca Raton, FL, United States | 51-200 | Exact match | 81 contacts → |
“ETNA is a software development company empowering brokers, dealers, and financial advisors with trading, wealth management, and back-office solutions for 22+ years.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Neovestneovest.com HQ: Orem, UT, United StatesReported employees: 51-200 | Orem, UT, United States | 51-200 | Exact match | 70 contacts → |
“With more than 40-years of experience building innovative technology, Neovest today services over 500 clients, end users and multiple offices and data centers spanning three…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Innovayteinnovayte.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 66 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Dbcom INCdbcomsys.com HQ: Princeton, NJ, United StatesReported employees: 51-200 | Princeton, NJ, United States | 51-200 | Exact match | 44 contacts → |
“DbCom, headquartered in Princeton, NJ, has over 25 years of experience in building software solutions for the financial sector.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Tappenginetappengine.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 36 contacts → |
“TAPP Engine provides enterprise-grade infrastructure for wealth, brokerage, cash management, and digital assets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | RQD Clearingrqdclearing.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 34 contacts → |
“RQD* Clearing is a technology-driven clearing, custody, and execution firm built for modern market participants.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Membrane Labsmembranelabs.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 33 contacts → |
“Membrane Labs builds institutional infrastructure for digital asset credit.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Metrosoftmetrosoft.com HQ: Saddle Brook, NJ, United StatesReported employees: 11-50 | Saddle Brook, NJ, United States | 11-50 | Exact match | 33 contacts → |
“Metrosoft® is a fintech company that develops multi-tier, service-oriented asset management software using the latest programming technologies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | TS Partners INCtspartnersinc.com HQ: King Of Prussia, PA, United StatesReported employees: 11-50 | King Of Prussia, PA, United States | 11-50 | Exact match | 30 contacts → |
“TS Partners was founded in 1985 by financial industry veterans to provide financial institutions and corporations a better way to manage their corporate trust and shareholder…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Satuit Technologiessatuit.com HQ: San Antonio, TX, United StatesReported employees: 11-50 | San Antonio, TX, United States | 11-50 | Exact match | 14 contacts → |
“Satuit Technologies is fiercely focused on delivering quality software solutions to buy-side financial customers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Inteliclear LLCinteliclear.com HQ: North Brunswick, NJ, United StatesReported employees: 11-50 | North Brunswick, NJ, United States | 11-50 | Exact match | 10 contacts → |
“InteliClear’s Post Trade Solutions (PTS) provides turnkey and custom software for middle and back office operations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Helix Financial Systemshelixfs.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 9 contacts → |
“Helix Financial Systems is a leading provider of financial software systems and know-how to the dealer, asset management, securities lending, banking and insurance communities.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Easyaum INCeasyaum.com HQ: San Mateo, CA, United StatesReported employees: 11-50 | San Mateo, CA, United States | 11-50 | Exact match | 8 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 75 company matches
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Custody and clearing software companies: dataset insights
September 28, 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
75 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 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 75 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: September 28, 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 ↗
Questions about this company list
What does Exact match mean for custody and clearing software companies?
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 and clearing software companies did RevenueBase find based in the United States?
The saved snapshot records 75 matching company records, 15,351 tracked contacts and 6,014 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: September 28, 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
Custody and clearing software companies by geography
Cite this list
RevenueBase Data Team. Top 25 custody and clearing software companies based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/custody-and-clearing-software-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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