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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

9,697 to 9,744 of 10,268

  • ValleyStar Credit Union
    United States
  • Valliance Bank - Cash Management
    United States
  • Valliance Bank - Personal
    United States
  • Valor Bank - Personal
    United States
  • ValorFI Heroes
    United States
  • Value City Furniture - Credit Card
    United States
  • ValueBank Texas
    United States
  • Valwood Park Credit Union
    United States
  • Van Cortlandt Cooperative Federal Credit Union
    United States
  • Vancity - Business Banking
    Canada
  • Vancity - Personal Banking
    Canada
  • Vancity Community Investment Bank - Visa
    Canada
  • Vancity Visa
    Canada
  • Vanderbilt Credit Union
    United States
  • Vanguard
    United States
  • Vanquis Bank
    United Kingdom
  • Vantage Bank
    United States
  • Vantage Bank Texas - Business Banking
    United States
  • Vantage Bank Texas - Online Banking
    United States
  • Vantage Credit Union
    United States
  • Vantage Point Credit Union
    United States
  • Vantage West Credit Union
    United States
  • VantageOne Credit Union - Online Banking
    Canada
  • VAPR CREDIT UNION
    United States
  • VAREX CREDIT UNION
    United States
  • Varo Bank
    United States
  • Varsity Bank
    United States
  • Vasco Credit Union
    United States
  • Vast Bank
    United States
  • Vast Bank - Commercial
    United States
  • VATAT Credit Union
    United States
  • Vectra Bank (CO) - Business
    United States
  • Vectra Bank (CO) - Personal
    United States
  • Velo (by East West Bank)
    United States
  • Velocity Community Credit Union
    United States
  • Velocity Credit Union
    United States
  • Vendoroo ai
    United States
  • Venecredit Securities
    United States
  • Venmo - Personal
    United States
  • Ventura County Credit Union
    United States
  • Ventura National Bank & Trust
    United States
  • Venture Credit Union (Canada)
    Canada
  • VeraBank
    United States
  • Vergo
    United States
  • Veridian Credit Union
    United States
  • Verimore Bank
    United States
  • Verisight - Benefitwebaccess Participant
    United States
  • Veritas Federal Credit Union
    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.