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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

4,417 to 4,464 of 10,268

  • Gain Federal Credit Union
    United States
  • Gainey Business Bank
    United States
  • Gainey Business Bank - Business
    United States
  • Gala Bank
    United States
  • Galactic Inc
    United States
  • Galaxy Federal Credit Union
    United States
  • GALE CREDIT UNION
    United States
  • Gallup Federal Credit Union
    United States
  • Galveston School Employees Federal Credit Union
    United States
  • Game Stop Credit Card
    United States
  • Ganaraska Financial Credit Union - Personal Banking
    Canada
  • Gander Mountain - Credit Card
    United States
  • Garden Plain State Bank (Your Community Bank Since 1966!)
    United States
  • Garden Savings Federal Credit Union
    United States
  • GARDEN STATE CREDIT UNION
    United States
  • Gardiner Federal Credit Union (ME)
    United States
  • Gardner - White Credit Card
    United States
  • Garrett State Bank
    United States
  • Gary Goldberg & Company - MyStreetscape
    United States
  • Gas & Electric CU
    United States
  • Gate City Bank
    United States
  • Gates Banking & Trust Company (Gates, TN) - Personal
    United States
  • Gates Chili Credit Union
    United States
  • Gateway Bank
    United States
  • Gateway Bank (AZ)
    United States
  • Gateway Credit Union
    United States
  • Gateway First Bank
    United States
  • Gateway FSB (CA) - Personal
    United States
  • Gateway Metro Credit Union
    United States
  • Gather Federal Credit Union
    United States
  • GB Bank Group, Inc.
    United States
  • GBank - Business
    United States
  • GBank - Personal
    United States
  • GBC Bank
    United States
  • GBC International Bank - Business
    United States
  • GBC International Bank - Personal
    United States
  • GE Credit Union
    United States
  • GECU
    United States
  • Geddes Federal Savings & Loan Association
    United States
  • Gehant Bank (IL)
    United States
  • Geico Credit Union
    United States
  • Geismar Complex Federal Credit Union
    United States
  • Gemini
    United States
  • Gemini Credit Card
    United States
  • GENCO Federal Credit Union
    United States
  • General Electric Credit Union
    United States
  • General Electric Employees FCU
    United States
  • Generations
    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.