Use Cases > Crypto Custody

Crypto Custody

Build crypto custody services with consistent market pricing and portfolio valuation

Support digital asset custody with accurate market data for asset valuation, client reporting, portfolio monitoring, and operational workflows.

What is Crypto Custody?

Crypto custody is the secure storage and administration of digital assets on behalf of individuals, institutions, investment funds, and businesses.

Beyond safeguarding private keys, custodians are responsible for valuing client holdings, reporting portfolio balances, monitoring assets, and supporting operational and regulatory requirements. Every custody operation depends on accurate and consistent market valuations.

Your Challenge

As the number of supported assets and clients grows, custody platforms must continuously value portfolios, report holdings accurately, and maintain consistent pricing across internal systems.

Different pricing methodologies, fragmented market data, and changing exchange rates can create discrepancies between client reports, portfolio valuations, and operational records.

Biggest Pain Points

  • Valuing client assets consistently
  • Supporting portfolios with hundreds of digital assets
  • Producing accurate client statements
  • Maintaining one pricing methodology across custody operations
  • Tracking portfolio values across multiple reporting currencies
  • Supporting historical asset valuations for reporting
  • Expanding custody services as new assets emerge
  • Providing portfolio visibility to institutional clients
  • Integrating market valuations into custody workflows
  • Scaling custody operations without increasing data complexity

How CoinAPI Solves These Challenges

Value Client Holdings Consistently

Use normalized market data together with the Exchange Rates API to calculate portfolio values using the same pricing methodology across custody, reporting, and operations.

Generate Accurate Client Reports

Access current and historical market prices to produce portfolio statements, historical valuations, and asset performance reports using consistent market data.

Support Institutional Portfolios

Monitor thousands of digital assets across hundreds of exchanges without maintaining separate pricing sources for every supported market.

Expand Asset Coverage Without Rebuilding Workflows

Add support for new cryptocurrencies and exchanges using one standardized market data platform instead of redesigning valuation processes.

Give Every Team the Same Market View

Provide custody operations, client reporting, portfolio management, and internal finance teams with one consistent source of prices, trades, and historical market data.

What Changes After Implementing CoinAPI?

What You NeedBefore CoinAPIAfter CoinAPI
Value client portfoliosReconcile prices from multiple market data providersCalculate valuations using normalized market data and the Exchange Rates API
Produce client statementsBuild reports from inconsistent pricing sourcesGenerate reports using one standardized pricing methodology
Support historical valuationsStore and maintain pricing records internallyAccess historical market data through APIs and Flat Files
Expand custody servicesCreate new valuation workflows for every supported assetAdd assets using one standardized market data platform
Keep internal teams alignedDifferent departments rely on different market pricesUse one consistent market data source across custody operations
Scale institutional custodyIncrease internal pricing infrastructure as assets growSupport larger portfolios with normalized market data from hundreds of exchanges

Who Uses This?

Crypto Custodians
Digital Asset Banks
Asset Servicing Firms
Wealth Management Firms
Trust Companies
Digital Asset Administrators