Our Resource Partners

As an independent firm, Interchange Capital Partners has access to best-in-class partners to serve as valuable resources for our clients.

We have selected BNY Mellon Pershing as our preferred custodian for our clients’ assets. Pershing has long enjoyed a leadership position among institutional custodians and the quality of its services will further enhance our clients’ experience.

Interchange is part of the Dynasty Financial Partners network, one of the industry’s pre-eminent advisor platforms. Through Dynasty, we have access to a full array of capital markets and investment banking capabilities, as well as a vast range of investment research and consulting, advanced technology and proprietary analytical tools, and an online research center.

We believe strongly in the need to keep the custodian responsibilities of our client assets separate from our role as advisors as well as from the providers of the products and programs we may ultimately recommend. Our relationship with Dynasty creates a “triangulation of advice,” in which Interchange’s objective advice is separate from our custodian Pershing and from the vast array investment providers that our clients can access. This arrangement demonstrates our commitment to the fiduciary standard.



BNY Mellon’s Pershing has been a leading global provider of financial business solutions for 80 years and serves many of the world’s most respected financial organizations. Pershing has approximately $1.8 trillion in global client assets and a net capital of over $2.0 billion.


Defiant Interchange is our joint venture with Defiant Capital Group aimed to work with middle market business owners and families to maximize their business’s value and family’s post-transaction net worth through our unique process.


Addepar empowers investors and advisors to navigate the increasingly complex world of investment management. Addepar features data aggregation and reconciliation, portfolio analysis, a client-centric reporting experience, integrations and API. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations manage $750 billion of assets on the Addepar platform.


Business Growth Alliance is a curated International Affiliate Network of seasoned professional services firms dedicated to providing Corporate Development and Generational Transition Solutions and Family Office Direct InvestmentSM Services to assist the owners of private companies to grow larger and more valuable businesses.


Dynasty’s fully customizable technology platform gives Interchange Capital Partners end-to-end business support from a proven team, plus unrivaled access to distinctive products, enabling us to offer our clients more efficient, cost-effective and comprehensive service. Dynasty’s relationships with a diverse platform of portfolio managers, research firms and other providers allow us to deliver objectivity, transparency and trust.