Most RIA and FRIA firms are managing multi-custodian relationships across Schwab, Fidelity, Pershing, and others — and spending hours every week manually reconciling data, assembling compliance reports, and rebuilding the same information across disconnected systems.

iEzData was built to solve this — permanently.

Our PURE Data Platform unifies multi-custodian data into a single, normalized, audit-ready intelligence layer. We eliminate the manual work between your custodians and your decisions, so your operations team runs leaner, your compliance reporting is always current, and your leadership team operates on data they can trust.

━━━ Who we serve ━━━

iEzData works with Registered Investment Advisors (RIAs), Federally Registered Investment Advisors (FRIAs), and Broker-Dealers managing between $100M and $1B in assets — firms that need enterprise-grade data infrastructure without enterprise-grade complexity or cost.

━━━ Why it matters ━━━

The wealth management industry is in the middle of a data inflection point. Custodian diversification is accelerating. Regulatory scrutiny is intensifying. And the firms that will scale are the ones that get their data foundation right — now.

iEzData LLC

Org chart

Teams

Offices

iEzData LLC

Org chart

Teams

Offices

Related companies