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Custodians in. Platforms out.

More than ten thousand institutional connections feed one record, and that record flows back out to the reporting stack your team already runs. View-only credentials, always.

Built on trust, $5B in assets tracked across more than ten thousand institutional connections
  • Goldman Sachs
  • J.P. Morgan Chase
  • Fidelity
  • UBS
  • Northern Trust

Integrable with stacks like Orion, Addepar, and Black Diamond.

Coverage

Search the connections.

The list below is the published institution coverage. Search it by name, or narrow it to a country or to the private banks and custodians.

Clear filters

4,945 to 4,992 of 10,268

  • Home Federal Bank (Louisiana) - Personal
    United States
  • Home Federal Bank (Nebraska) - Personal
    United States
  • Home Federal Bank (Tennessee)
    United States
  • Home Federal Credit Union
    United States
  • Home Federal of Grand Island - Personal
    United States
  • Home Furnishings - Citi Card
    United States
  • Home Loan State Bank (Grand Junction, CO)
    United States
  • Home National Bank
    United States
  • Home National Bank (Thorntown)
    United States
  • Home Savings and Loan Association of Norborne, F.A. - Personal
    United States
  • Home Savings Bank (Chanute, KS) - Personal
    United States
  • Home Savings Bank (Wapakoneta, OH)
    United States
  • Home State Bank
    United States
  • Home State Bank (IL) - Commercial Cash Management
    United States
  • Home State Bank (IL) - Personal
    United States
  • Home State Bank (Jefferson IA)
    United States
  • Home State Bank (Royal, Iowa) - Personal
    United States
  • Home Trust & Savings Bank - Personal
    United States
  • HomeBank (MO)
    United States
  • HomeBank @(Seagoville, TX)
    United States
  • Homebase Credit Union
    United States
  • Homebase Money
    United States
  • Homefield Credit Union (Formerly Grafton Suburban Credit Union)
    United States
  • Homeland Bank (LA)
    United States
  • Homeland Community Bank
    United States
  • Homeland Credit Union
    United States
  • HomePride Bank
    United States
  • Homestead Bank
    United States
  • Homestead Savings Bank - Personal
    United States
  • HomeStreet Bank - Business
    United States
  • Hometown Bank
    United States
  • HomeTown Bank (MN) - Cash Management
    United States
  • HomeTown Bank (MN) - Personal/Business
    United States
  • HomeTown Bank (TX)
    United States
  • HomeTown Bank (VA)
    United States
  • Hometown Bank of Alabama
    United States
  • Hometown Bank of Corbin Inc.
    United States
  • Hometown Bank of Pennsylvania
    United States
  • Hometown Bank of the Hudson Valley
    United States
  • Hometown Community Banks
    United States
  • Hometown Credit Union
    United States
  • Hometown National Bank
    United States
  • HomeTown National Bank (Longview, WA)
    United States
  • HomeTrust Bank - Personal Banking
    United States
  • Homewood Federal Savings Bank - Personal
    United States
  • Honda Credit Union
    United States
  • Honda Power Equipment - Citi Card
    United States
  • Honda Powersports - Citi Card
    United States

List sourced from Plaid and WealthDataBox. Abacus also maintains direct custodial feeds and proprietary integrations beyond this list.

What connects

Four kinds of connection, one record.

Wealth does not sit in one place, so the record cannot be built from one kind of feed. Each of these arrives on its own schedule and is reconciled into the same book.

  • Custodians

    Daily positions and transactions from the brokerages and trust companies holding the liquid book, reconciled against the statement rather than trusted on arrival.

  • Private banks

    International banking relationships across thirty countries, including the Swiss, Liechtenstein, and Monaco institutions that most reporting tools ask you to key in by hand.

  • Fund administrators

    Capital calls, distributions, and quarterly statements collected from administrators, so a NAV lands in the record without anyone opening a PDF.

  • Direct and held-away

    Operating companies, real estate, and the accounts nobody has a feed for, maintained by a named team rather than left as a stale line item.

Where it goes

It fits the stack you already run.

Abacus is not asking your team to move. The record it maintains is pushed back into the platforms your firm already reports from, so nobody rekeys a position to produce a statement.

  • Orion
  • Addepar
  • Tamarac
  • Black Diamond

Outbound feeds are configured during onboarding and run on the same schedule as the inbound ones.

Diligence

What operations teams ask.

What access does a connection use?
View-only credentials, always. Abacus has no trading authority and no money movement authority on any account it reads.
How long does connecting take?
One month from signature to full integration, with all history backfilled and reconciled.
What happens when an institution is not on the list?
It gets added, or it is maintained by hand. The published list covers the connections available through our aggregation partners, and a named team keeps the rest of the book current alongside them.
Does an outbound feed replace our reporting platform?
No. Orion, Addepar, Tamarac, and Black Diamond stay where they are. Abacus keeps the positions inside them current, which is the part your team is doing by hand today.

See it against your own custodians.

Bring the list of institutions your book actually touches, and we will walk through what connects, what is maintained, and what the first month looks like.