BNY PershingIn the news
Clearing, custody and wealth technology for advisory and brokerage firms
- Broker-dealers
- RIAs
- Banks and trust companies
Bank and trust custody
Custodians, clearing firms and brokerage infrastructure that hold client assets and settle trades.
Showing 5 of 5Most complete profiles first, then A to Z
Equity Trust Company
Self-directed IRA custodian for alternative assets
- RIAs
- Broker-dealers
Custody & clearingPer account
FIS WealthIn the news
Trust accounting and wealth systems for banks and investment firms
- Banks and trust companies
- Asset managers
Portfolio management6 integrationsCustom quote
Mainstar Trust
Self-directed IRA and alternative asset custody for advisors and investors
- RIAs
- Broker-dealers
Custody & clearing4 integrations
STRATA Trust CompanyIn the news
Self-directed IRA custody for alternative assets
- RIAs
- Broker-dealers
Custody & clearingPer account
Bank and trust custody in the news
- BNY Pershing
Scott and Atwood leave J.P. Morgan Advisors, where they managed $18.6B, to launch Latigo Peak Partners
- BNY Pershing
State Street launches Apex-powered RIA custody unit for $1 billion-plus RIAs
- BNY Pershing
Orion quotes vendors up to $20,000 a month for platform data
- BNY Pershing
BNY Pershing retires Wove and shifts RIA platform reset to Adam Vos
- BNY Pershing
Ainslee Simmonds is out at BNY Pershing's RIA custody unit; Wove withdrawn
- STRATA Trust Company
ORIX Corp. USA buys 322-unit Austin apartment property Strata from Maverick Development