About Custody & Agency

Welcome to Custody & Agency, where expertise meets reliability in empowering businesses to thrive in compliance-driven, complex industries. With over two decades of experience, we specialize in navigating the unique challenges of financial institutions, credit unions, law firms, insurance providers, real estate ventures, and pharmaceutical companies.

Masters of Compliance and Innovation

Our team of seasoned professionals excels in regulatory compliance, privacy standards, and cybersecurity. From adhering to NCUA and state-level insurance regulations to meeting bar association advertising rules for lawyers and FDA guidelines for pharmaceutical marketing, we ensure that every campaign and strategy complies with industry requirements.

Tailored Solutions for Diverse Industries

We understand the intricate needs of industries where compliance is non-negotiable. Whether optimizing real estate platforms under RESPA rules or developing secure, data-driven strategies for financial institutions and e-commerce, we craft solutions designed for growth and adherence. Our expertise extends to GDPR, CCPA, and cybersecurity protocols, ensuring client and customer data is always protected.

Security and Trust: Our Cornerstones

Custody & Agency prioritizes security by adhering to industry-leading standards, including robust encryption, secure hosting, and rigorous data protection measures. Trust is at the heart of what we do, safeguarding client information while enabling scalable, compliant growth.

Partnering for Success

We don’t just offer services; we create partnerships. Our team works closely with clients to develop tailored strategies that address their unique challenges while exceeding expectations. At Custody & Agency, we combine compliance expertise with technological innovation to deliver unmatched results.

Join us in navigating the complexities of compliance-heavy industries and setting new benchmarks in security, growth, and success. Welcome to Custody & Agency, where expertise powers your prosperity.