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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

6,529 to 6,576 of 10,268

  • New Frontier Bank
    United States
  • NEW HAMPSHIRE CREDIT UNION
    United States
  • New Haven Bank - Online Banking
    United States
  • New Haven County Credit Union
    United States
  • New Horizon Bank
    United States
  • New Horizons Credit Union
    United States
  • New Jersey Community Bank - Personal
    United States
  • New Jersey State PBA FCU
    United States
  • New Market Bank
    United States
  • New Mexico Bank & Trust - Personal Online Banking
    United States
  • New Mexico Educational Retirement Board
    United States
  • New Millennium Bank - Business
    United States
  • New Millennium Bank - Personal
    United States
  • New Millennium Bank (NJ) - Personal
    United States
  • New Omni Bank
    United States
  • New Orleans Firemen's Federal Credit Union
    United States
  • New Peoples Bank
    United States
  • New Republic Bank - Business & Commercial
    United States
  • New Republic Bank - Personal
    United States
  • New Resource Bank - Personal Banking
    United States
  • New Ross Credit Union
    Canada
  • New South Credit Union
    United States
  • New Tripoli Bank - Personal
    United States
  • New Valley Bank & Trust
    United States
  • New Waterford Credit Union
    Canada
  • New Windsor State Bank
    United States
  • New York & Company - Credit Card
    United States
  • New York Episcopal Federal Credit Union
    United States
  • New York EPPICard
    United States
  • New York Life - Alight
    United States
  • New York Life - NYLIFE Securities
    United States
  • New York State Teachers Retirement System
    United States
  • New York Times Employees FCU
    United States
  • New York University Credit Union
    United States
  • New York's 529 College Savings Program
    United States
  • newalliance - MyStreetscape
    United States
  • Newark Firemen Federal Credit Union
    United States
  • NewBank
    United States
  • Newbridge Securities - Client Access
    United States
  • Newburyport Bank
    United States
  • Newburyport Bank - Business
    United States
  • Newfield National Bank - Mobile Banking
    United States
  • NewFirst National Bank - Personal
    United States
  • Newfoundland & Labrador Credit Union
    Canada
  • Newport Federal Bank
    United States
  • NewRez (formerly New Penn Financing)
    United States
  • Newrizons Federal Credit Union
    United States
  • Newtek 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.