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Global brokerage and custody platform for RIAs and other institutions
- RIAs
- Broker-dealers
Custody & clearingPer transaction
Upvest provides investment infrastructure through a single API to fintechs, banks, brokers and wealth managers in Europe and the UK, so they can launch brokerage, wealth and pension products without building their own back end. The company says it has more than 40 clients, more than 2 million end users and over 100 million orders a year across 20-plus markets. Read the Upvest profile.
Global brokerage and custody platform for RIAs and other institutions
Custody & clearingPer transaction
Custody and automated portfolio platform for independent RIAs
Custody & clearingBasis points on assets
Clearing, custody and wealth technology for advisory and brokerage firms
Qualified digital-asset custody and trading for wealth managers
Custody & clearingCustom quote
Digital-asset custody, trading and wallet infrastructure for institutions and advisers
Cloud-based clearing, custody, financing and execution for brokers and investors
Custody & clearingCustom quote
Clearing, custody and broker-dealer services for advisors and RIAs
White-label crypto trading, custody and stablecoin infrastructure for financial firms
Custody & clearingCustom quote
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