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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

4,657 to 4,704 of 10,268

  • Greenfield Banking Company (Greenfield, TN)
    United States
  • Greenfield Co-operative Bank
    United States
  • Greenfield Savings Bank - Personal
    United States
  • Greenleaf Wayside Bank
    United States
  • GreenState Credit Union
    United States
  • Greenville Federal - Personal
    United States
  • Greenville Federal Credit Union
    United States
  • Greenville Heritage Federal Credit Union
    United States
  • Greenville National Bank - Online Banking
    United States
  • Greenville Savings Bank - Personal
    United States
  • GreenWay Bank (Van Wert, OH)
    United States
  • Greenwich Municipal Employees Federal Credit Union
    United States
  • Greenwood
    United States
  • Greenwood Credit Union
    United States
  • Greenwood Municipal Federal Credit Union
    United States
  • Greenwoods State Bank - Business
    United States
  • Greenwoods State Bank - Personal
    United States
  • Greylock Federal Credit Union
    United States
  • Griffin Capital - Investor Access
    United States
  • Grind24
    United States
  • Grinnell State Bank - Personal
    United States
  • Grove Bank
    United States
  • Grove Bank and Trust
    United States
  • Grover
    Germany
  • Grow Financial Federal Credit Union
    United States
  • Growing Oaks Federal Credit Union
    United States
  • Grundy Bank - Business
    United States
  • Grundy Bank - Personal
    United States
  • Grundy National Bank
    United States
  • GSA Credit Union
    United States
  • GTE Financial
    United States
  • Guadalupe Bank
    United States
  • Guadalupe Credit Union
    United States
  • Guadalupe National Bank
    United States
  • Guaranty Bank - Business
    United States
  • Guaranty Bank - Personal
    United States
  • Guaranty Bank & Trust (Texas)
    United States
  • Guaranty Bank & Trust Company
    United States
  • Guaranty Bank & Trust Company of Delhi, Louisiana
    United States
  • Guaranty Bank and Trust Company (New Roads, LA)
    United States
  • Guaranty Bank and Trust Company (New Roads, LA) - Business Online
    United States
  • Guaranty Income Life Insurance Company
    United States
  • Guaranty State Bank & Trust Co. (KS)
    United States
  • Guardian Bank
    United States
  • Guardian Credit Union (AL)
    United States
  • Guardian Credit Union (WI)
    United States
  • Guardian Retirement - Participant
    United States
  • Guardian Savings Bank (OH & KY) - Personal
    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.