Hero Pattern 05
Wealth Management

Move and manage any assets in a single experience

Work with Prime Trust to keep up with the new generation of investors who want exposure to digital and alternative assets including cryptocurrencies.

Trusted by

How it Works

Integration with Prime Trust means you can focus on delivering the best user experience possible, while we focus on the flow of funds.

Your Focus
Our Focus
  • 01
    RIA Opens Account

    Compliance Process (KYC/AML)

    Custodial Account Creation

  • 02
    Client Funds Account

    Send funds

    Real-time Bank Balance Checks

    NACHA Compliant

    Receive Funds

    Process Funds

  • 03
    RIA Manages Assets

    Real-time Quotes

    Source Liquidity

    Fiat : Crypto

    Fiat : Stablecoin

    Crypto: Fiat

    Stablecoin : Fiat

    Crypto: Crypto

    Access to ATS and Private Securities

  • 04
    RIA’s Trades Are Instantly Settled

    Settle Transactions Instantly

    Delayed Settlement is Optional

    Settle Fiat

    Settle Crypto

    Atomic Settlement

  • 05
    RIA Stores Assets

    Qualified Custody of Fiat or Digital Assets


    Asset Protection Trusts

  • 06
    Support Your RIAs

    Tax Reporting

    24/7 Support

    Premium Support

    Premium Compliance

All APIs

The One-Stop Shop for Wealth Management
  • Payment Rails

    Payment Rails

    Move fiat with ease and confidence with flexible rails and built-in redundancy.

  • Qualified Custody

    Qualified Custody

    Enable quick, secure, and compliant custody or sub-custody of users’ funds in a variety of account types.

  • Liquidity


    Access liquidity and create markets for crypto/fiat pairs, securitized tokens, and other alternative assets.

  • Compliance


    Onboard users quickly, confidently, and compliantly with scalable KYC and KYB.

  • Settlement


    Transfer any asset in real-time, 24x7, within the Prime Trust network.

Ready to get Started?

The smartest way to build a fintech company

Prime Trust is the one-stop shop for financial infrastructure for fintech and digital asset innovators.

  • Get Help

    Visit our help center to see frequently asked questions or to submit a request for help.

    Visit Support

  • Start Integrating

    Read more about our APIs and our developer tools to expedite integration.

    Visit API Documentation