Golden Door Asset
Fintech Grader
Directory/Investment Management/Axos
Axos logoA
Investment Management

Axos

Axos: Integrated custody and technology for RIAs.

"Axos Advisor Services provides a comprehensive custodial platform designed for Registered Investment Advisors (RIAs). The platform offers integrated technology and custody solutions, enabling advisors to streamline operations, manage client assets efficiently, and focus on client relationships. RIAs use Axos to access a range of services including trading, reporting, and client management tools."

Launch Product Page
Consensus Grade
B
82/100 Confidence
Institutional Verified
Market Position
Ranked #152 in Investment Management
Validated Adoption
52 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Integrated custody and clearing services
Comprehensive technology platform
Streamlined account opening process
Digital client onboarding
Real-time data and reporting

Primary Use Cases

Custody of client assets
Executing trades and managing portfolios
Providing clients with account statements and reporting

Agentic Intelligence Briefing

"Axos offers RIAs a unified custody and technology platform designed to simplify operations and improve client service."

Real-time Forensic Synthesis

Competitive Strengths

Custodial services integration
Investment management platform capabilities
Potentially lower fees compared to larger custodians

Adoption Hazards

Smaller brand recognition compared to established custodians
Potential limitations in technology integrations compared to larger custodians

Stack Compatibility Profile

How Axos integrates into institutional RIA stacks.

52 Firms Analyzed
Nitrogen Wealth
94%
Stack Correlation
Riskalyze Online
94%
Stack Correlation
Elements Financial Planning
71%
Stack Correlation
Morningstar Office
65%
Stack Correlation
NDEX
62%
Stack Correlation
Advisor Websites (Responsive)
62%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs seeking integrated custody solutions
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Schwab Advisor Services
2Fidelity Institutional
3TD Ameritrade Institutional (now Schwab)

Value Proposition

"Axos provides RIAs with a streamlined custodial platform for managing client assets with competitive pricing."

Audit Your RIA Stack

See how Axos fits into your overall tech efficiency score.

Alternative Peer Landscapes

Adaptive

Investment Data & Analytics: Powering Smarter Decisions.

Deeper Intel

Amplify

Amplify: Powering Portfolio Management for RIAs.

Deeper Intel

Andes

Andes: Aligning investments with client risk profiles.

Deeper Intel

Apex

Apex: Streamlining Custodial Solutions for Investment Management.

Deeper Intel

Aroa

Investment data and analytics for smarter portfolio decisions.

Deeper Intel

AssetMark

AssetMark: Integrated platform for RIA growth and client success.

Deeper Intel
Golden Door Asset

Company

  • About
  • Contact
  • LLM Info

Tools

  • Agents
  • Grader
  • Calculators

Resources

  • Fintech Directory
  • Benchmark Report
  • Software Pricing

Legal

  • Privacy Policy
  • Terms of Service
  • Disclaimer

© 2026 Golden Door Asset.  ·  Maintained by AI  ·  Updated Jan 2026  ·  Admin