Company lists · Data refreshed September 2026

Top 25 Investment custody platforms based in the United States

Name: Investment custody platforms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 124 companies tracked

RevenueBase identified 124 investment custody platforms headquartered in the United States as of September 2026 and tracks 67,139 professional contacts across them, including 29,698 with verified work emails. New York is the largest hub.

This list covers investment custody platforms headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

124Companies

67,139Contacts tracked

29,698Verified emails

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The 25 largest investment custody platforms based in the United States

Ranked by team size

Top 25 of 124 investment custody platforms based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to investment custody platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	BNY	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	53,345 contacts →
	Partial evidence “BNY is a global financial services platforms company at the heart of the world’s capital markets.” Source: RevenueBase Database · checked Sep 28, 2026
2	Invesco	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	5,001-10,000	2,949 contacts →
	Indirect evidence “Invesco Ltd.” Source: RevenueBase Database · checked Sep 28, 2026
3	BNY Mellon	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	2,033 contacts →
	Indirect evidence “Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK).” Source: RevenueBase Database · checked Sep 28, 2026
4	Russell Investments	Partial evidence	Seattle, WA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,922 contacts →
	Partial evidence “Russell Investments is a leading global investment solutions partner providing a wide range of investment capabilities to institutional investors, financial intermediaries, and…” Source: RevenueBase Database · checked Sep 28, 2026
5	Axos Bank	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,482 contacts →
	Indirect evidence “About Axos Born digital in Axos Bank (NYSE: AX) is a financial institution that believes money should work smarter for individuals, businesses, and institutions.” Source: RevenueBase Database · checked Sep 28, 2026
6	Public	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	434 contacts →
	Partial evidence “Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Source: RevenueBase Database · checked Sep 28, 2026
7	Argent Financial Group, INC	Indirect evidence	Ruston, LA, United StatesHQ checked Sep 28, 2026	501-1,000	249 contacts →
	Indirect evidence “Argent Financial Group is a leading, independent client asset services firm offering individuals, families, businesses, and institutions wealth management, asset management, and…” Source: RevenueBase Database · checked Sep 28, 2026
8	Apex Group LTD Americas	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	163 contacts →
	Indirect evidence “We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial…” Source: RevenueBase Database · checked Sep 28, 2026
9	Computershare Corporate Trust	Partial evidence	Minneapolis, United StatesHQ checked Sep 28, 2026	10001+	152 contacts →
	Partial evidence “Computershare Corporate Trust is a market leader with decades of experience as a provider of trustee and sophisticated agency services for private and public companies, investment…” Source: RevenueBase Database · checked Sep 28, 2026
10	Axos Clearing, A Subsidiary Of Axos Financial	Partial evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	51-200	149 contacts →
	Partial evidence “About Axos Clearing Axos Clearing delivers fully integrated clearing and custody solutions designed for modern wealth management firms.” Source: RevenueBase Database · checked Sep 28, 2026
11	Sumitomo Mitsui Trust Bank U.S.A Limited	Indirect evidence	Hoboken, NJ, United StatesHQ checked Sep 28, 2026	201-500	122 contacts →
	Indirect evidence “Sumitomo Mitsui Trust Bank (U.S.A.) Limited,("SMTBUSA"), was originally established in 1987 as a New York State chartered trust and banking company, insured by the Federal Deposit…” Source: RevenueBase Database · checked Sep 28, 2026
12	Halo Investing	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	120 contacts →
	Strong evidence “Halo Investing is an award-winning technology platform that disrupts the use of protective investment solutions worldwide.” Source: RevenueBase Database · checked Sep 28, 2026
13	Cheetah	Partial evidence	Muncie, IN, United StatesHQ checked Sep 28, 2026	201-500	115 contacts →
	Partial evidence “Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Source: RevenueBase Database · checked Sep 28, 2026
14	Iralogix	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	51-200	100 contacts →
	Partial evidence “IRALOGIX is redefining the IRA industry through unique, technology driven solutions that help our clients grow their business and better serve their customer's IRA accounts.” Source: RevenueBase Database · checked Sep 28, 2026
15	Forge Trust	Partial evidence	San Carlos, CA, United StatesHQ checked Sep 28, 2026	51-200	89 contacts →
	Partial evidence “Forge Trust serves over 1.7 million accounts, representing over $14B in assets under custody.” Source: RevenueBase Database · checked Sep 28, 2026
16	JIKO	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	87 contacts →
	Partial evidence “100% Bank, 100% Tech: Where safety meets innovation Jiko is an innovative banking platform that delivers financial safety, speed, and simplicity to its clients by owning and…” Source: RevenueBase Database · checked Sep 28, 2026
17	Itrustcapital	Partial evidence	Irvine, CA, United StatesHQ checked Sep 28, 2026	51-200	86 contacts →
	Partial evidence “iTrustCapital is an award-winning fintech software platform for digital assets.” Source: RevenueBase Database · checked Sep 28, 2026
18	ZOE Financial	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	69 contacts →
	Partial evidence “Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Source: RevenueBase Database · checked Sep 28, 2026
19	Innovayte	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	66 contacts →
	Partial evidence “Built from a heritage that spans a half century, Innovayte is a self-clearing custodian that fuels growth-minded advisors’ entrepreneurial spirit, helping wealth advisors to…” Source: RevenueBase Database · checked Sep 28, 2026
20	Blockchain	Partial evidence	Hayward, CA, United StatesHQ checked Sep 28, 2026	5,001-10,000	61 contacts →
	Partial evidence “Blockchain Trust Company, LLC (Blockchain)+1 442-309-3511 is a next generation cryptocurrency exchange and custodian that allows customers to buy, sell, stake, and store digital…” Source: RevenueBase Database · checked Sep 28, 2026
21	Strata Trust Company	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	51-200	59 contacts →
	Indirect evidence “In today’s competitive financial environment, we know that you have a lot of options to choose from in the retirement services marketplace.” Source: RevenueBase Database · checked Sep 28, 2026
22	ETANA	Indirect evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	11-50	38 contacts →
	Indirect evidence “Prime Services for Market Access with Unparalleled Asset Protection.” Source: RevenueBase Database · checked Sep 28, 2026
23	Tappengine	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	36 contacts →
	Indirect evidence “TAPP Engine provides enterprise-grade infrastructure for wealth, brokerage, cash management, and digital assets.” Source: RevenueBase Database · checked Sep 28, 2026
24	Fusioniq	Indirect evidence	Woburn, MA, United StatesHQ checked Sep 28, 2026	11-50	35 contacts →
	Indirect evidence “The future of wealth management is digital and FusionIQ is leading the way with the flexible, easy-to-implement solutions financial advisors and institutions need to win in…” Source: RevenueBase Database · checked Sep 28, 2026
25	Alta Trust Company	Partial evidence	Sioux Falls, SD, United StatesHQ checked Sep 28, 2026	11-50	34 contacts →
	Partial evidence “Alta Trust partners with investment advisors and asset managers to help them deliver more for their clients and build stronger, more scalable businesses.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: investment custody platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names investment custody platforms.
Partial evidence: Its own public description names part of investment custody platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment custody platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 124 investment custody platforms based in the United States

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Investment custody platforms based in the United States at a glance

As of Sep 28, 2026

44.2%Verified-email coverage

541.4Average contacts per company

11-50Median size (employees)

21.8%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 124 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment custody platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “investment custody platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment custody platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among investment custody platforms, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 29,698 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Investment custody platforms by metro

Investment custody platforms in New York27

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names investment custody platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many investment custody platforms are there based in the United States?

RevenueBase identified 124 investment custody platforms headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

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

Which city has the most investment custody platforms?

New York leads with 27 headquartered companies, followed by Chicago (4) and Miami (4).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 29,698 verified decision-maker contacts tracked across these 124 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.