About Us

Since being founded in 2015, Investor Services has been focused on providing the industry's most secure fully automating trust accounting solutions for Digital Asset Custody and Investment Transactions for Traditional and Alternative assets. Our dedicated team strives towards this goal by developing the industry's most secure and scalable cloud-platform and partnering with organizations aligned with our vision.

Our Team

Leadership built for trust. At Investor Services, we live by three basic tenets: think, create, and serve. These principles help guide us as we develop products, solutions, and services to meet—and exceed—the needs of our customers.

“We attribute our success to the close relationships we’ve built with our customers.”

Todd Yancey

Our Story

What we do matters, Investor Services provides financial institutions with a modern, ultra-secure cloud-based platform that enables them to accelerate product development, reduce maintenance costs, and improve customer experiences.

Keeping your options open and your future flexible with our iTrust Digital Asset Custody solution built for adaptability and scale.

We build beautiful easy to use and ultra-secure consumer experiences, developer-friendly infrastructure, and intelligent analytical tools that give everyone the ability to create amazing products that solve big problems.

We started out by building the platform APIs that connect Investments with Retirement Accounts, Financial Institutions, and Investment Providers.

Leveraging artificial intelligence (AI) and other technologies to fully automates digital asset custody along with a suite of analytics products that ensure regulatory compliance, security, and scale.