About Us

Investor Services is focused on providing the industries most secure fully automating trust accounting solutions for Custody and Investment Transactions for Traditional and Alternative assets. 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 Investment and Retirement Accounts, Financial Institutions, Investment Providers. Today, we add key insights to the data access we provide with our suite of analytics products.