1. 1

   Altruist

   82/100 Shortlist

   Independent RIAs, breakaway advisors and established firms alike, that want one provider for custody and portfolio software with published fees.

   Open profile
2. 2

   Addepar

   77/100 Shortlist with caveats

   RIAs, family offices and private banks needing consolidated reporting that spans public assets, private assets and complex ownership structures.

   Open profile
3. 3

   Apex Fintech Solutions

   76/100 Shortlist with caveats

   Brokerages, wealth firms and fintech apps seeking outsourced custody and clearing, API access and broad asset coverage.

   Open profile
4. 4

   DriveWealth

   73/100 Shortlist with caveats

   Consumer apps, banks and digital wallets, above all those outside the US, seeking to embed investing in US stocks and ETFs through an API.

   Open profile

Ratings were checked on September 23, 2026. The sector contains 4 companies.