Company lists · Data refreshed November 2026
Top 24 Custody solution providers based in the United States
RevenueBase identified 43 company matches for custody solution providers associated with the United States as of November 2026 and tracks 61,600 professional contacts across them, including 26,859 with verified work emails. New York is the largest hub.
This list covers company matches for custody solution providers 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 November 6, 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 24 largest custody solution providers based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 56,291 contacts → | ||||
Exact match “BNY is a global financial services platforms company at the heart of the world’s capital markets.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 2,394 contacts → | ||||
Exact match “Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 1,609 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 183 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 150 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 130 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 92 contacts → | ||||
Exact match “Forge Trust serves over 1.7 million accounts, representing over $14B in assets under custody.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 70 contacts → | ||||
Exact match “Silver Leaf Partners is a leading institutional broker and total solutions provider for global investment management firms.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 65 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 60 contacts → | ||||
Exact match “In today’s competitive financial environment, we know that you have a lot of options to choose from in the retirement services marketplace.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 43 contacts → | ||||
Exact match “Established in 1989, GoldStar Trust Company has more than 25 years of experience in providing specialized services as a Self-Directed IRA Custodian, Trustee and Escrow/Paying…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 40 contacts → | ||||
Exact match “Midwest Institutional Trust Company (“MITC”) is a financial services provider delivering customizable trust banking solutions with unparalleled service and integrity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 38 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 34 contacts → | ||||
Exact match “Alta Trust partners with investment advisors and asset managers to help them deliver more for their clients and build stronger, more scalable businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 33 contacts → | ||||
Exact match “Choice by KT is a leading independent, qualified custodian specializing in innovative custody solutions and escrow services for individual and institutional investors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 29 contacts → | ||||
Exact match “Prime Services for Market Access with Unparalleled Asset Protection.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 23 contacts → | ||||
Exact match “CNB Custody has a solid reputation for exceptional service, accuracy, and competitive fees as an alternative investment custodian.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 18 contacts → | ||||
Exact match “First Clearing is a clearing and custody services business, serving broker dealers and registered investment advisors nationwide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 9 contacts → | ||||
Exact match “Our mission is to serve our clients through our systematic approach while providing delightful and conscientious stewardship for their real estate assets.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 8 contacts → | ||||
Exact match “Headquartered in Denver, Colorado, Equity Advisor Solutions provides Technology, Custody and Back Office solutions for RIAs, Turnkey Asset Management Programs (TAMPS), Hybrid…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 7 contacts → | ||||
Exact match “A precious metals custody and distribution Service Company managed by professionals with extensive experience providing customeroriented, costeffective depository services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “Standard Custody offers secure custody solutions that stand up to the strictest regulations and unlock the value of digital assets for institutional investors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 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 solution providers”. 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 24 of 43 custody solution providers based in the United States
See the full list, filter by size, metro and specialty, and access 26,859 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Custody solution providers based in the United States at a glance
As of Nov 6, 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 43 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 solution providers” 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 26,859 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 November 6, 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 solution providers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many custody solution providers are there based in the United States?
RevenueBase identified 43 company matches for custody solution providers associated with the United States as of November 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?
BNY tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most custody solution providers?
New York leads with 6 company records, followed by Dallas (2) and Miami (2).
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 26,859 professional contacts with verified work emails tracked across these 43 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 43 custody solution providers based in the United States. Start with a free account, no credit card.
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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 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
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- New lists
- AI companies based in the United States
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- Manufacturing companies based in the United States
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- Oil and gas companies based in the United States
- Real estate companies based in the United States
Company intelligence · public preview
Top 24 custody solution providers 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 43 matching company records for custody solution providers based in the United States, with 61,600 tracked contacts and 26,859 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 24 custody solution providers 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 |  BNYbny.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 56,291 contacts → |
“BNY is a global financial services platforms company at the heart of the world’s capital markets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | BNY Mellonbnymellon.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 2,394 contacts → |
“Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK).” Recorded description excerpt · November 6, 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 | 1,609 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Computershare Corporate Trustcomputershare.comHQ: Minneapolis, United StatesReported employees: 10001+ | Minneapolis, United States | 10001+ | Exact match | 183 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Axos Clearing, A Subsidiary Of Axos Financialaxosclearing.comHQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 150 contacts → |
“About Axos Clearing Axos Clearing delivers fully integrated clearing and custody solutions designed for modern wealth management firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Sumitomo Mitsui Trust Bank U.S.A Limitedsmtbusa.comHQ: Hoboken, NJ, United StatesReported employees: 201-500 | Hoboken, NJ, United States | 201-500 | Exact match | 130 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Forge Trustforgetrust.comHQ: San Carlos, SD, United StatesReported employees: 51-200 | San Carlos, SD, United States | 51-200 | Exact match | 92 contacts → |
“Forge Trust serves over 1.7 million accounts, representing over $14B in assets under custody.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Silver Leaf Partnerssilverleafpartners.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 70 contacts → |
“Silver Leaf Partners is a leading institutional broker and total solutions provider for global investment management firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Innovayteinnovayte.comHQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 65 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Strata Trust Companystratatrust.comHQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 60 contacts → |
“In today’s competitive financial environment, we know that you have a lot of options to choose from in the retirement services marketplace.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Goldstar Trust Companygoldstartrust.comHQ: Amarillo, TX, United StatesReported employees: 51-200 | Amarillo, TX, United States | 51-200 | Exact match | 43 contacts → |
“Established in 1989, GoldStar Trust Company has more than 25 years of experience in providing specialized services as a Self-Directed IRA Custodian, Trustee and Escrow/Paying…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Midwest Institutional Trust Companymidwestinstitutionaltrust.comHQ: Wauwatosa, WI, United StatesReported employees: 201-500 | Wauwatosa, WI, United States | 201-500 | Exact match | 40 contacts → |
“Midwest Institutional Trust Company (“MITC”) is a financial services provider delivering customizable trust banking solutions with unparalleled service and integrity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Flexfundsflexfunds.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 38 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Alta Trust Companytrustalta.comHQ: Sioux Falls, CO, United StatesReported employees: 11-50 | Sioux Falls, CO, United States | 11-50 | Exact match | 34 contacts → |
“Alta Trust partners with investment advisors and asset managers to help them deliver more for their clients and build stronger, more scalable businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Choice By KTretirewithchoice.comHQ: Murray, SD, United StatesReported employees: 51-200 | Murray, SD, United States | 51-200 | Exact match | 33 contacts → |
“Choice by KT is a leading independent, qualified custodian specializing in innovative custody solutions and escrow services for individual and institutional investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  ETANAetana.comHQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 29 contacts → |
“Prime Services for Market Access with Unparalleled Asset Protection.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  CNB Custodycnbcustody.comHQ: Seneca, KS, United StatesReported employees: 11-50 | Seneca, KS, United States | 11-50 | Exact match | 23 contacts → |
“CNB Custody has a solid reputation for exceptional service, accuracy, and competitive fees as an alternative investment custodian.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  First Clearingfirstclearing.comHQ: St. Louis, MO, United StatesReported employees: 1,001-5,000 | St. Louis, MO, United States | 1,001-5,000 | Exact match | 18 contacts → |
“First Clearing is a clearing and custody services business, serving broker dealers and registered investment advisors nationwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  BG Custodialbgcustodial.comHQ: Columbus, OH, United StatesReported employees: 11-50 | Columbus, OH, United States | 11-50 | Exact match | 9 contacts → |
“Our mission is to serve our clients through our systematic approach while providing delightful and conscientious stewardship for their real estate assets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Equity Advisor Solutions, LLCequityadvisorsolutions.com HQ: Greenwood Village, CO, United StatesReported employees: 11-50 | Greenwood Village, CO, United States | 11-50 | Exact match | 8 contacts → |
“Headquartered in Denver, Colorado, Equity Advisor Solutions provides Technology, Custody and Back Office solutions for RIAs, Turnkey Asset Management Programs (TAMPS), Hybrid…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Delaware Depository Servicedelawaredepository.comHQ: Wilmington, DE, United StatesReported employees: 1-10 | Wilmington, DE, United States | 1-10 | Exact match | 7 contacts → |
“A precious metals custody and distribution Service Company managed by professionals with extensive experience providing customeroriented, costeffective depository services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | National Financial Services, LLCnationalfinancial.fidelity.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 | Standard Custody & Trust Companystandardcustody.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 4 contacts → |
“Standard Custody offers secure custody solutions that stand up to the strictest regulations and unlock the value of digital assets for institutional investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Phoenix, AZ, United StatesReported employees: 1-10 | Phoenix, AZ, United States | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 24 of 43 company matches
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Custody solution providers: dataset insights
November 6, 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
43 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 43 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: November 6, 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 solution providers?
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 solution providers did RevenueBase find based in the United States?
The saved snapshot records 43 matching company records, 61,600 tracked contacts and 26,859 verified emails. The public preview displays 24 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: November 6, 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
Cite this list
RevenueBase Data Team. Top 24 custody solution providers based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/custody-solution-providers/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
- 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
- Real estate companies based in the United States
Company intelligence · public preview
Top 24 custody solution providers based in the United States
RevenueBase records 43 matching company records for custody solution providers based in the United States, with 61,600 tracked contacts and 26,859 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 24 custody solution providers 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 | BNYbny.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 56,291 contacts → |
“BNY is a global financial services platforms company at the heart of the world’s capital markets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | BNY Mellonbnymellon.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 2,394 contacts → |
“Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK).” Recorded description excerpt · November 6, 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 | 1,609 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Computershare Corporate Trustcomputershare.com HQ: Minneapolis, United StatesReported employees: 10001+ | Minneapolis, United States | 10001+ | Exact match | 183 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Axos Clearing, A Subsidiary Of Axos Financialaxosclearing.com HQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 150 contacts → |
“About Axos Clearing Axos Clearing delivers fully integrated clearing and custody solutions designed for modern wealth management firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Sumitomo Mitsui Trust Bank U.S.A Limitedsmtbusa.com HQ: Hoboken, NJ, United StatesReported employees: 201-500 | Hoboken, NJ, United States | 201-500 | Exact match | 130 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Forge Trustforgetrust.com HQ: San Carlos, SD, United StatesReported employees: 51-200 | San Carlos, SD, United States | 51-200 | Exact match | 92 contacts → |
“Forge Trust serves over 1.7 million accounts, representing over $14B in assets under custody.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Silver Leaf Partnerssilverleafpartners.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 70 contacts → |
“Silver Leaf Partners is a leading institutional broker and total solutions provider for global investment management firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Innovayteinnovayte.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 65 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Strata Trust Companystratatrust.com HQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 60 contacts → |
“In today’s competitive financial environment, we know that you have a lot of options to choose from in the retirement services marketplace.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Goldstar Trust Companygoldstartrust.com HQ: Amarillo, TX, United StatesReported employees: 51-200 | Amarillo, TX, United States | 51-200 | Exact match | 43 contacts → |
“Established in 1989, GoldStar Trust Company has more than 25 years of experience in providing specialized services as a Self-Directed IRA Custodian, Trustee and Escrow/Paying…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Midwest Institutional Trust Companymidwestinstitutionaltrust.com HQ: Wauwatosa, WI, United StatesReported employees: 201-500 | Wauwatosa, WI, United States | 201-500 | Exact match | 40 contacts → |
“Midwest Institutional Trust Company (“MITC”) is a financial services provider delivering customizable trust banking solutions with unparalleled service and integrity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Flexfundsflexfunds.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 38 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Alta Trust Companytrustalta.com HQ: Sioux Falls, CO, United StatesReported employees: 11-50 | Sioux Falls, CO, United States | 11-50 | Exact match | 34 contacts → |
“Alta Trust partners with investment advisors and asset managers to help them deliver more for their clients and build stronger, more scalable businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Choice By KTretirewithchoice.com HQ: Murray, SD, United StatesReported employees: 51-200 | Murray, SD, United States | 51-200 | Exact match | 33 contacts → |
“Choice by KT is a leading independent, qualified custodian specializing in innovative custody solutions and escrow services for individual and institutional investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | ETANAetana.com HQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 29 contacts → |
“Prime Services for Market Access with Unparalleled Asset Protection.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | CNB Custodycnbcustody.com HQ: Seneca, KS, United StatesReported employees: 11-50 | Seneca, KS, United States | 11-50 | Exact match | 23 contacts → |
“CNB Custody has a solid reputation for exceptional service, accuracy, and competitive fees as an alternative investment custodian.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | First Clearingfirstclearing.com HQ: St. Louis, MO, United StatesReported employees: 1,001-5,000 | St. Louis, MO, United States | 1,001-5,000 | Exact match | 18 contacts → |
“First Clearing is a clearing and custody services business, serving broker dealers and registered investment advisors nationwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | BG Custodialbgcustodial.com HQ: Columbus, OH, United StatesReported employees: 11-50 | Columbus, OH, United States | 11-50 | Exact match | 9 contacts → |
“Our mission is to serve our clients through our systematic approach while providing delightful and conscientious stewardship for their real estate assets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Equity Advisor Solutions, LLCequityadvisorsolutions.com HQ: Greenwood Village, CO, United StatesReported employees: 11-50 | Greenwood Village, CO, United States | 11-50 | Exact match | 8 contacts → |
“Headquartered in Denver, Colorado, Equity Advisor Solutions provides Technology, Custody and Back Office solutions for RIAs, Turnkey Asset Management Programs (TAMPS), Hybrid…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Delaware Depository Servicedelawaredepository.com HQ: Wilmington, DE, United StatesReported employees: 1-10 | Wilmington, DE, United States | 1-10 | Exact match | 7 contacts → |
“A precious metals custody and distribution Service Company managed by professionals with extensive experience providing customeroriented, costeffective depository services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | National Financial Services, LLCnationalfinancial.fidelity.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 | Standard Custody & Trust Companystandardcustody.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 4 contacts → |
“Standard Custody offers secure custody solutions that stand up to the strictest regulations and unlock the value of digital assets for institutional investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Phoenix, AZ, United StatesReported employees: 1-10 | Phoenix, AZ, United States | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 24 of 43 company matches
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Custody solution providers: dataset insights
November 6, 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
43 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 43 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: November 6, 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 solution providers?
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 solution providers did RevenueBase find based in the United States?
The saved snapshot records 43 matching company records, 61,600 tracked contacts and 26,859 verified emails. The public preview displays 24 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: November 6, 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
Cite this list
RevenueBase Data Team. Top 24 custody solution providers based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/custody-solution-providers/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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