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Private Wealth Daily

Custody & clearing

Custodians, clearing firms and brokerage infrastructure that hold client assets and settle trades.

28 vendors · Updated October 26, 2026

News on Custody & clearing in your edition and on My Desk.
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Showing 28 of 28Most complete profiles first, then A to Z

Tradier

Brokerage with trading APIs for partner platforms and active traders

  • RIAs

Custody & clearing2 integrationsFree tier, paid plans

Upvest

Investment API for brokerage, settlement and custody in Europe and the UK

  • Banks and trust companies

Custody & clearingCustom quote

Bakkt

Digital-asset trading and stablecoin payment infrastructure for institutions

  • Broker-dealers
  • RIAs

Custody & clearing

BitGoIn the news

Digital-asset custody, trading and wallet infrastructure for institutions and advisers

  • RIAs
  • Asset managers
  • Banks and trust companies

Custody & clearing

ETNA RIA Platform

White-label trading, rebalancing and order management platform for RIAs, dual registrants and broker-dealers

  • RIAs
  • Broker-dealers

Portfolio management

FIS WealthIn the news

Trust accounting and wealth systems for banks and investment firms

  • Banks and trust companies
  • Asset managers

Portfolio management6 integrationsCustom quote

Gemini

Crypto exchange and qualified custodian with institutional and private wealth accounts

  • Asset managers
  • Banks and trust companies

Custody & clearingCustom quote

HilltopSecurities

Clearing, custody and broker-dealer services for advisors and RIAs

  • Broker-dealers
  • RIAs
  • Banks and trust companies

Custody & clearing

InnovayteIn the news

Custody and clearing firm for independent RIAs and introducing broker-dealers, focused on mid-size advisory firms.

  • RIAs
  • Broker-dealers

Custody & clearing1 integration

Mainstar Trust

Self-directed IRA and alternative asset custody for advisors and investors

  • RIAs
  • Broker-dealers

Custody & clearing4 integrations

PaxosIn the news

White-label crypto trading, custody and stablecoin infrastructure for financial firms

  • Broker-dealers

Custody & clearingCustom quote

Seccl

Embedded investment platform and custody for UK advice firms and fintechs

  • RIAs

Custody & clearing7 integrations

TaurusIn the news

Digital asset custody, tokenization and trading software for banks

  • Broker-dealers
  • Banks and trust companies

Custody & clearing3 integrationsCustom quote

zerohashIn the news

API infrastructure for crypto trading, stablecoin payments and tokenization

  • Broker-dealers
  • Banks and trust companies

Custody & clearingCustom quote

Tick two to four vendors, then compare them side by side.

Custody & clearing: questions to ask before you buy

  1. What are the minimums, pricing and cash sweep economics for a firm of our size?
  2. How do you support a breakaway team's transition: repapering, account transfers and the first ninety days?
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