Company lists · Data refreshed September 2026

Top 25 Account aggregation platforms based in the United States

RevenueBase identified 118 account aggregation platforms headquartered in the United States as of September 2026 and tracks 32,872 professional contacts across them, including 11,253 with verified work emails. New York is the largest hub.

This list covers account aggregation platforms headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review
118Companies
32,872Contacts tracked
11,253Verified emails
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The 25 largest account aggregation platforms based in the United States

Ranked by team size
Top 25 of 118 account aggregation platforms based in the United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to account aggregation platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceMountain View, CA, United StatesHQ checked Sep 14, 202610001+27,717 contacts →

Partial evidence

“Intuit is a global technology platform that helps our customers and communities overcome their most important financial challenges.”

Source: RevenueBase Database · checked Sep 14, 2026
2Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 14, 2026501-1,0001,410 contacts →

Indirect evidence

“Plaid is a data network that powers the tools millions of people rely on to live a healthier financial life.”

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidenceRedwood City, CA, United StatesHQ checked Sep 14, 2026201-5001,168 contacts →

Indirect evidence

“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.”

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceSan Mateo, CA, United StatesHQ checked Sep 14, 20261,001-5,000708 contacts →

Indirect evidence

“Freedom Financial Network is a leading digital personal finance company, built to help people.”

Source: RevenueBase Database · checked Sep 14, 2026
5Strong evidenceRedwood City, CA, United StatesHQ checked Sep 14, 20261,001-5,000485 contacts →

Strong evidence

“Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.”

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidenceSilver Spring, MD, United StatesHQ checked Sep 14, 2026201-500286 contacts →

Indirect evidence

“Rocket Money is a leading personal finance app with a mission to help everyone money.”

Source: RevenueBase Database · checked Sep 14, 2026
7Partial evidenceNew York, NY, United StatesHQ checked Sep 14, 202651-200199 contacts →

Partial evidence

“PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry.”

Source: RevenueBase Database · checked Sep 14, 2026
8Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 14, 202651-200145 contacts →

Partial evidence

“Monarch is the most comprehensive platform for managing your personal finances.”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 14, 202651-200124 contacts →

Indirect evidence

“Found.com was built to give small business owners the financial tools they need to do what they do best.”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidenceNew York, NY, United StatesHQ checked Sep 14, 202651-20077 contacts →

Indirect evidence

“Finally, one place to pay expenses & manage your e‑commerce finances.”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceNew York, NY, United StatesHQ checked Sep 14, 202651-20046 contacts →

Indirect evidence

“Ninth Wave delivers secure data connectivity to financial institutions through a single point of direct integration to a universal suite of open finance APIs.”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceNew York, NY, United StatesHQ checked Sep 14, 202611-5038 contacts →

Indirect evidence

“Hiatus was founded in 2016 in order to democratize financial advice.”

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 14, 202611-5018 contacts →

Indirect evidence

“Founded in 2020, Mesh aims to build an open, connected, and secure financial ecosystem.”

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidencePleasant Grove, UT, United StatesHQ checked Sep 14, 202611-5017 contacts →

Indirect evidence

“Qube Money helps people spend intentionally and live freely.”

Source: RevenueBase Database · checked Sep 14, 2026
15Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 14, 202611-5014 contacts →

Indirect evidence

“The crypto world is changing-we’ve seen an explosion in innovation but a fragmentation of tools.”

Source: RevenueBase Database · checked Sep 14, 2026
16Indirect evidenceSeattle, WA, United StatesHQ checked Sep 14, 20261-1014 contacts →

Indirect evidence

“Originally founded by CEO Erin Papworth and CRO Maia Monell, Nav.it is a diverse team from across the U.S.”

Source: RevenueBase Database · checked Sep 14, 2026
17Indirect evidenceDallas, TX, United StatesHQ checked Sep 14, 202611-5011 contacts →

Indirect evidence

“Unleash the next generation of fintech builders to realize the full promise of open banking.”

Source: RevenueBase Database · checked Sep 14, 2026
18Indirect evidenceNew York, NY, United StatesHQ checked Sep 14, 20261-1010 contacts →

Indirect evidence

“Our exists to enable Gen Z to be rich.”

Source: RevenueBase Database · checked Sep 14, 2026
19Indirect evidenceNew York, NY, United StatesHQ checked Sep 14, 202611-509 contacts →

Indirect evidence

“Skyblue Analytics: Redefining Fintech Innovation | Investment Infrastructure.”

Source: RevenueBase Database · checked Sep 14, 2026
20Indirect evidenceSpanish Fork, UT, United StatesHQ checked Sep 14, 20261-108 contacts →

Indirect evidence

“Lucid Finance is an AI personal finance app that helps individuals understand, manage, and improve their financial health from one unified dashboard.”

Source: RevenueBase Database · checked Sep 14, 2026
21Indirect evidenceJonesville, LA, United StatesHQ checked Sep 14, 202651-2006 contacts →

Indirect evidence

“Spending.”

Source: RevenueBase Database · checked Sep 14, 2026
22Indirect evidenceAustin, TX, United StatesHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“Fina is the most flexible financial tracking tool in the world.”

Source: RevenueBase Database · checked Sep 14, 2026
23Strong evidenceMilpitas, CA, United StatesHQ checked Sep 14, 202611-506 contacts →

Strong evidence

“Finovera offers a Digital Bill Aggregation and Payment Platform for Banks and Credit Unions.”

Source: RevenueBase Database · checked Sep 14, 2026
24Strong evidenceFramingham, MA, United StatesHQ checked Sep 14, 202611-505 contacts →

Strong evidence

“Ledgex, now part of The Players Impact, is a premier financial technology platform delivering advanced multi-asset portfolio management and data aggregation solutions.”

Source: RevenueBase Database · checked Sep 14, 2026
25Indirect evidenceUnderhill, VT, United StatesHQ checked Sep 14, 202611-505 contacts →

Indirect evidence

“Ledgr is a business service, insights, and analytics company that specializes in helping small business owners and entrepreneurs simplify their financial environments.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 25 of 118 account aggregation platforms based in the United States

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Account aggregation platforms based in the United States at a glance

As of Sep 14, 2026
34.2%Verified-email coverage
278.6Average contacts per company
1-10Median size (employees)
12.7%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
78
11-50
23
51-200
10
201-500
2
501-1,000
2
1,001-5,000
2
10001+
1

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 118 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among account aggregation platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in the United States whose own description of what they do matches “account aggregation platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names account aggregation platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among account aggregation platforms, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 11,253 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 14, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names account aggregation platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many account aggregation platforms are there based in the United States?

RevenueBase identified 118 account aggregation platforms headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Intuit, headquartered in Mountain View, tops this list with the largest team on record.

Which city has the most account aggregation platforms?

New York leads with 15 headquartered companies, followed by San Francisco (12) and Los Angeles (3).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 11,253 verified decision-maker contacts tracked across these 118 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.