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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

5,713 to 5,760 of 10,268

  • Lincoln State Bank - Retail Online
    United States
  • Lincoln Teachers Credit Union
    United States
  • Lincolnway Community Bank
    United States
  • LincOne Federal Credit Union
    United States
  • Lindell Bank
    United States
  • Lineage Bank
    United States
  • Link Federal Credit Union
    United States
  • Linkage Credit Union
    United States
  • LINKBANK
    United States
  • LION CREDIT UNION
    United States
  • Lion's Share Federal Credit Union
    United States
  • Lisbon Community Federal Credit Union
    United States
  • Lisle Savings Bank
    United States
  • Listerhill Credit Union
    United States
  • Litchfield Bancorp
    United States
  • Litchfield Bancorp - Business
    United States
  • Litchfield National Bank
    United States
  • Lithium Federal Credit Union
    United States
  • Litman Gregory Masters Funds
    United States
  • Live Oak Bank - Commercial
    United States
  • Live Oak Bank - Personal & Small Business
    United States
  • LL Bean - Citi Card
    United States
  • Llano National Bank - Mobile Banking
    United States
  • LLB
    Liechtenstein
  • Lloyds Bank
    United Kingdom
  • LM Federal Credit Union
    United States
  • LOC Credit Union
    United States
  • Local 520 UA Federal Credit Union
    United States
  • Local 697 Federal Credit Union
    United States
  • Local 804 Credit Union
    United States
  • Local Bank
    United States
  • Local Bank (Alabama)
    United States
  • Local Union 354 IBEW Federal Credit Union
    United States
  • Locality Bank
    United States
  • LOCO Credit Union
    United States
  • Locoga Federal Credit Union
    United States
  • Loft ALL Rewards (Comenity) - Credit Card
    United States
  • Loft ALL Rewards (Comenity) - Mastercard
    United States
  • Logan Bank & Trust
    United States
  • Logan County Bank
    United States
  • Logan Medical Federal Credit Union
    United States
  • Logansport Savings Bank, FSB
    United States
  • Logix Federal Credit Union (Smarter Banking)
    United States
  • Lokahi Federal Credit Union
    United States
  • Lollands Bank
    Denmark
  • Lombard Odier
    Switzerland
  • Lone Star Bank
    United States
  • Lone Star Capital 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.