Directory · Service providers
Prime brokers and custody
57 firms carry this category. Categories are tags, so several of these also appear elsewhere.
What is meant by Prime brokers and custody?
Safekeeping of assets, settlement of trades and, for prime brokerage, the financing, securities lending and consolidated reporting that support a leveraged or short-selling strategy.
Who uses Prime brokers and custody?
Operations, daily; the relationship sits with senior management.
What gets confused with Prime brokers and custody?
Fund administration, which keeps the books. A custodian holds the assets; an administrator records and values them. Firms need both and they check each other.
What should you ask a vendor about Prime brokers and custody?
Ask what happens to your financing rate when your assets fall by half, and get the answer in writing.
This definition is Buyside Fintech’s own editorial work, not a vendor’s. The products listed below carry the sources we read.
Prime brokers and custody firms
57 FIRMS
26 Degrees Global Markets — Prime Services for Hedge Funds26 Degrees Global MarketsPrime brokerage aimed at emerging hedge funds, family offices and proprietary trading firms, with cash and synthetic equity access plus outsourced trading.AltruistAltruistSelf-clearing custodian built on its own software, bundling custody with account opening, trading, portfolio reporting and fee billing for independent advisory firms.Anchorage Digital Prime ServicesAnchorage DigitalFederally chartered digital asset bank combining qualified custody, trading execution, settlement and staking for asset managers, hedge funds and family offices.Apex Fund AdministrationApex GroupSingle-source fund and asset servicing across hedge, private equity, private debt, real assets, digital assets and UCITS.OpterraArcesiumPost-trade and investment operations platform covering unified accounting, allocations, reconciliations and treasury; paired with Limina for front-to-back.BitGo Custody and Prime ServicesBitGoRegulated digital asset custody paired with a prime offering that ties trading, financing, collateral management and settlement together for institutional holders.BNY — Custody (Securities Services)BNYGlobal custodian settling in over 100 markets, with securities financing, portfolio transition, cash management and FX alongside safekeeping.CollateralONEBNYBuy-side collateral, financing and liquidity ecosystem inside BNY Margin Services, alongside triparty collateral management, segregation and Margin Direct.Fund & Investor SolutionsBNYIntegrated fund accounting, fund administration, transfer agency and investor services, including its Algorithmic NAV and Milestone pControl tools.NetX360+BNYBNY Pershing's custody and trading platform, giving advisors, family offices and institutions unified bank trust and brokerage custody in one interface.BNY Pershing — Prime BrokerageBNY PershingClearing and custody firm whose prime brokerage arm serves hedge funds and liquid alternative managers, with both brokerage custody and bank custody available.Global Custody SolutionsBroadridge Financial SolutionsCustody processing platform with a Global Custody Operations Console that automates settlement and asset servicing for global custodians and the institutional investors they serve.Brown Brothers Harriman — Custody and Fund ServicesBrown Brothers HarrimanCustody, fund accounting, administration, tax and transfer agency for cross-border funds domiciled in Luxembourg, Ireland, the UK, Cayman and Hong Kong.BTIG — Outsource Trading and Prime BrokerageBTIGStates it serves both emerging and established funds, pairing prime brokerage with an outsourced trading desk and a capital introduction team.CACEISCACEISAsset servicing bank providing custody, depositary, execution, clearing and fund administration services.Citi — Prime ServicesCitiBank prime desk offering cross-asset financing, securities lending, listed execution and derivatives clearing.Clear Street Outsourced TradingClear StreetOutsourced trading launched in May 2025, combining a global broker network with the cloud-native Clear Street Studio portfolio management system.Clear Street StudioClear StreetCloud-native prime brokerage whose client platform bundles a financing portal, portfolio management, risk and execution on one real-time ledger, sold to hedge funds and family offices.Clear Street — Clearing, Financing and Prime BrokerageClear StreetCloud-based clearing and prime brokerage platform serving hedge funds, family offices and proprietary traders, with a portfolio management system included.ClearLoop NetworkCopperCollateral mobility network for digital assets that lets funds keep collateral in custody while margining across trading venues and prime brokers.Copper Qualified Custody and ClearLoopCopperInstitutional digital asset custody with collateral management, financing and the ClearLoop network for settling against exchanges without moving assets out of custody.CregisCregisCregis provides digital asset custody and wallet infrastructure for enterprises, using MPC and HSM security, a policy engine and transaction screening, along with crypto payment and remittance tools.Fidelity Investments — Fidelity Prime ServicesFidelity InvestmentsConsolidated prime brokerage covering securities lending, financing and custody, aimed at managers running long and short domestic equity strategies.Fireblocks PlatformFireblocksDigital asset custody and transfer infrastructure covering qualified custody, cold wallets, a policy engine and off-exchange settlement, used by banks and trading firms.Fordefi MPC Wallet PlatformFordefiSelf-custodial multi-party-computation wallet and policy engine with built-in trading and exchange connectivity, used by hedge funds, market makers and asset managers.Goldman Sachs — Prime ServicesGoldman SachsOne of the largest bank prime brokerage desks, financing and clearing trades for established hedge funds.Hazeltree TreasuryHazeltreeCloud treasury, liquidity, sweeps and securities-finance platform built specifically for hedge funds, private markets firms and fund administrators.HSBC — Securities ServicesHSBCCustody, fund administration and securities lending with a stated focus on Asia-Pacific and Middle East markets, plus private assets and ETF servicing.Prime Broker ServicesInteractive BrokersPrime brokerage for hedge funds, family offices and managed accounts: custody, execution and clearing, securities and margin financing.Jefferies — Prime BrokerageJefferiesSelf-clearing prime broker that states it works with both emerging and established hedge fund managers, with capital introduction and business consulting alongside.Lazarus Capital Partners — Prime Brokerage and Custody ServicesLazarus Capital PartnersAustralian mini-prime offering prime brokerage, custody and global execution to hedge funds, proprietary traders and asset managers at any stage.Linear Investments — Hedge fund incubation and prime brokerageLinear InvestmentsFCA-regulated firm describing itself as a prime brokerage and hedge fund incubator, offering execution, custody and cash management to emerging managers.Marex NeonMarexMarex's client technology portal, described by the firm as the layer underpinning its clearing, execution and hedging businesses.Marex — Prime BrokerageMarexFull-service institutional prime broker that says it supports emerging, established and mature managers, with execution, custody, financing and back-office support.Outsourced TradingMarexFull or hybrid outsourced trading across equities, fixed income, FX, derivatives and futures with 24/6 coverage, paired with Marex prime brokerage.Morgan Stanley — Prime BrokerageMorgan StanleyA long-standing bank prime broker serving large hedge funds with financing, stock loan and clearing.Morgan Stanley — Prime Brokerage Capital IntroductionMorgan StanleyCredited with starting the prime brokerage capital introduction model in 1997, introducing hedge fund clients to institutional investors.MUFG Fund AdministrationMUFG Investor ServicesAlternatives-focused asset servicing spanning fund administration, business process outsourcing, financing, banking and FX hedging.Nirvana ONENirvana SolutionsIntegrated trading, portfolio management, accounting and analytics on one codebase for hedge funds, asset managers and family offices.Global Fund ServicesNorthern TrustOnshore and offshore fund administration for traditional and alternative assets inside Northern Trust's asset servicing business.PortfolioShopPortfolioShopThird-party multi-asset reporting system offered through StoneX prime services for daily reconciliation and real-time asset valuation across prime broker accounts.Ripple PrimeRippleThe prime brokerage formerly named Hidden Road, now owned by Ripple, offering cross-margined clearing and financing across digital assets, FX, metals, derivatives and repo with tri-party custody support.Société Générale Securities ServicesSociété Générale Securities ServicesSecurities services for asset managers, financial institutions, brokers and insurers.State Street Fund AdministrationState StreetBank-owned administration covering accounting, financial and regulatory reporting, post-trade compliance monitoring and tax reporting.State Street — Global Custody ServicesState StreetCustodian bank covering safekeeping and settlement, corporate actions, income and tax services, proxy voting and cash management.StoneX AdvisorStoneX GroupStoneX's own prime brokerage client portal for balances, holdings, performance and confirmations, sold alongside its StoneX One Pro trading platform to hedge funds and asset managers.StoneX Group — StoneX Global Prime ServicesStoneX GroupMulti-asset prime services covering execution, self-clearing and custody, financing, capital introduction and outsourced trading.StoneX Outsourced TradingStoneX GroupOutsourced trading through StoneX Global Prime Services in Replicate, Complement and Enhance models, integrating with Bloomberg EMSX, Eze EMS and TRAFiX.Taurus-PROTECTTaurusEnterprise custody platform with hot, warm and cold storage and granular governance rules, sold to banks, broker-dealers and market infrastructures rather than direct to funds.Temenos MultifondsTemenosIntegrated back-office platform for custodians and fund administrators combining portfolio accounting with the administrative support functions around it, on one global installation.Triad Securities — Prime BrokerageTriad SecuritiesAgency-only broker offering prime brokerage clearing since 1994, and says it sizes support to business needs rather than asset size.U.S. Bank Global Fund ServicesU.S. BankFund administration, NAV reporting, investor services, custody, depositary and middle office services for hedge fund and private equity structures.UBS Prime ServicesUBSPrime brokerage for hedge funds covering clearing and custody, financing, securities lending, swaps, capital introduction and business consulting.UMB Bank — Institutional CustodyUMB BankMid-sized custodian bank taking both registered funds and alternative funds, describing a high-touch model rather than a standard package.Velocity ClearingVelocity Clearing, LLCSelf-clearing broker-dealer providing clearing, custody, securities lending and financing, execution and prime brokerage to professional traders and hedge funds.Wedbush Securities — Multi-Asset Clearing and Prime ServicesWedbush SecuritiesPrime brokerage and correspondent clearing for active hedge funds and professional trading firms, with its own lendable securities pool and portfolio margin.Zodia CustodyZodia CustodyInstitution-only digital asset custodian whose Interchange service lets clients trade from cold storage with off-venue settlement; serves asset managers, hedge funds and banks.