Integrable with stacks like Orion, Addepar, and Black Diamond.
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.
5,425 to 5,472 of 10,268
- Key Investment ServicesUnited States
- Key Investment Services, LLCUnited States
- KeyBank - Key2BenefitsUnited States
- KeyPoint Credit UnionUnited States
- Keys Credit UnionUnited States
- KeySavings BankUnited States
- Keystone BankUnited States
- Keystone Human ResourcesUnited States
- Keystone Savings BankUnited States
- Keytrade BankBelgium
- KH CardUnited States
- Khalsa Credit UnionCanada
- Kia Motors Finance CompanyUnited States
- KikoffUnited States
- Killbuck Savings Bank (Killbuck, OH)United States
- Kimberly Clark CUUnited States
- Kindred Credit UnionCanada
- Kindred Credit Union - Credit CardCanada
- Kinecta Federal Credit UnionUnited States
- Kinetic Credit UnionUnited States
- King Southern BankUnited States
- Kings Federal Credit UnionUnited States
- Kings Peak Credit UnionUnited States
- Kingston Community Credit Union - Online BankingCanada
- Kingston National Bank - BusinessUnited States
- Kingston National Bank - PersonalUnited States
- Kirkpatrick Bank - BusinessUnited States
- Kirkpatrick Bank - PersonalUnited States
- Kirkwood Bank & Trust - BusinessUnited States
- Kirkwood Bank & Trust - PersonalUnited States
- Kirtland Federal Credit UnionUnited States
- Kish BankUnited States
- Kismet PEOUnited States
- KIT Federal Credit UnionUnited States
- Kitsap BankUnited States
- Kitsap Credit UnionUnited States
- KlarityUnited States
- Kleberg BankUnited States
- Kleberg First National Bank of KingsvilleUnited States
- Kleinwort HambrosUnited Kingdom
- KlutchUnited States
- KM&MUnited States
- KnabNetherlands
- KNOX CO. EMPLOYEES CREDIT UNIONUnited States
- Knox County Teachers Federal Credit UnionUnited States
- Knoxville Teachers Federal Credit UnionUnited States
- Knoxville TVA Employees Credit UnionUnited States
- Ko'olau Federal Credit Union (formerly Windward Community FCU)United States
List sourced from Plaid and WealthDataBox. Abacus also maintains direct custodial feeds and proprietary integrations beyond this list.
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.
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.
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.