Tech stack
No one at Pinvest has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
UBS
Per Form ADV · $43M held · filed Dec 2024
B
Beta Capital Securities LLC
Per Form ADV · $36M held · filed Dec 2024
Wells Fargo
Per Form ADV · $29M held · filed Dec 2024