Help shape the next generation of RIA infrastructure

Fundment is building a new self-clearing U.S. custodian and integrated operating platform for independent RIAs. It connects custody with the advisor workflow, from onboarding and portfolio construction through execution, servicing and reporting, using one shared platform with intelligence built into the work.

As advisor independence continues to evolve, infrastructure needs to evolve with it. Fundment is entering the U.S. market to help RIAs reduce the operational friction and manual work created by fragmented systems and disconnected workflows, giving firms greater control over how they operate, implement portfolios and grow.

Fundment is being developed for independent RIAs, breakaway teams and scaled wealth firms seeking greater control over their custody, technology and investment models. It is also designed to work openly with the technology and integration partners those firms choose to retain.

Fundment is designed around the advisor workflow rather than treating custody as a standalone utility. By connecting onboarding, transfers, portfolio management, trading, reporting and servicing through one shared platform, Fundment is designed to reduce manual handoffs, reconciliation points and operational friction.

Fundment expects to begin making the platform commercially available in December 2026, subject to the completion of remaining state registrations, market infrastructure and operational readiness requirements. Firms will be onboarded through a managed implementation process, allowing them to assess fit and prepare for transition ahead of access.

RIAs can register their interest to arrange an introductory conversation, review the platform and begin assessing product fit and implementation requirements ahead of commercial availability.