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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

4,513 to 4,560 of 10,268

  • Givers
    United States
  • Glace Bay Central Credit Union
    United States
  • Glacier Bank
    United States
  • Glacier Hills CU
    United States
  • Glasford Bank
    United States
  • Glass City Federal Credit Union
    United States
  • Glatco Credit Union
    United States
  • Glendale Area Schools Credit Union
    United States
  • Glendale Federal Credit Union
    United States
  • Glens Falls National Bank - Business
    United States
  • Glenview Credit Union
    United States
  • Glenwood State Bank
    United States
  • Glenwood State Bank (MN)
    United States
  • Global Bank (NY) - Business
    United States
  • Global Bank (NY) - Personal
    United States
  • Global Credit Union
    United States
  • Global Innovations Bank
    United States
  • Globalfy
    United States
  • GMS Connect
    United States
  • GN Bank - Personal
    United States
  • GNC Community Federal Credit Union
    United States
  • GO2bank
    United States
  • GoEnergy Financial (formerly GEMC Credit Union)
    United States
  • Gogebic County Federal Credit Union
    United States
  • Gogebic Range Bank - Consumer Internet Banking
    United States
  • Gold Coast Bank
    United States
  • Gold Coast FCU (FL)
    United States
  • Golden 1 Credit Union
    United States
  • Golden Bank
    United States
  • Golden Belt Bank, FSA
    United States
  • Golden Circle Credit Union
    United States
  • Golden Pacific Bank
    United States
  • Golden Plains Credit Union
    United States
  • Golden State Bank
    United States
  • Golden Valley Bank (Chico, CA)
    United States
  • Golden Valley Bank (Chico, CA) - Business
    United States
  • Golden Valley FCU
    United States
  • Goldenwest Credit Union
    United States
  • Goldman Sachs
    United States
  • Goldman Sachs Private Wealth Management
    United States
  • Goldmoney
    United States
  • Goldwater Bank
    United States
  • Gonet & Cie
    Switzerland
  • Good Neighbors Credit Union
    United States
  • Good Sam - Camping World Visa Card
    United States
  • Goodfield State Bank
    United States
  • Goody's Credit Card
    United States
  • Goodyear - Citi Card
    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.