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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

5,041 to 5,088 of 10,268

  • Hudson River Community Credit Union
    United States
  • Hudson Valley Credit Union
    United States
  • Hughes Federal Credit Union
    United States
  • Human Capital Concepts
    United States
  • Human Interest
    United States
  • Human Resources Inc
    United States
  • Huntingdon Valley Bank - Business
    United States
  • Huntingdon Valley Bank - Personal
    United States
  • Huntington Bank - Commercial
    United States
  • Huntington Bank - Personal & Business
    United States
  • Huntington Beach Credit Union
    United States
  • Huntington C&O Railway Employees Credit Union (WV)
    United States
  • Huntington Federal Savings Bank
    United States
  • Huntingtonized Credit Union
    United States
  • Huntleigh Securities - Client Access
    United States
  • Huron Area Education Credit Union
    United States
  • Huron Community Bank
    United States
  • Huron National Bank
    United States
  • Huron Valley State Bank
    United States
  • Hurricane Creek Federal Credit Union
    United States
  • Hussman Funds
    United States
  • HUSTL
    United States
  • Hvidbjerg Bank A/S
    Denmark
  • Hyde Park Bank - Business
    United States
  • Hyde Park Bank - Personal
    United States
  • Hyden Citizens Bank
    United States
  • Hyperion Bank
    United States
  • Hypothekarbank Lenzburg (HBL)
    Switzerland
  • HypoVereinsbank (UniCredit)
    Germany
  • Hyundai Motor Finance
    United States
  • i3 Bank
    United States
  • IAA Credit Union
    United States
  • IBC Bank
    United States
  • Ibercaja
    Spain
  • Iberville Credit Union
    United States
  • IBEW
    United States
  • IBEW and United Workers Credit Union
    United States
  • IBEW Local 265 Federal Credit Union
    United States
  • IC Credit Union
    United States
  • IC Credit Union - Business
    United States
  • IC Savings - Online Banking
    Canada
  • ICCREA Banca
    Italy
  • ICCU
    United States
  • ICICI Bank
    United Kingdom
  • Icon Bank
    United States
  • Icon Business Bank (Riverside, CA)
    United States
  • Idaho 529 College Savings Program
    United States
  • Idaho First Bank
    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.