Company lists · Data refreshed August 2026

Top 24 Account aggregation platforms based in the United States

RevenueBase identified 64 account aggregation platforms headquartered in the United States as of August 2026 and tracks 4,432 professional contacts across them, including 1,428 with verified work emails and 1,242 with mobile numbers. 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, how directly it supports the match, and when it was last checked. Data refreshed August 30, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 Match evidence on every row Refreshed Aug 30, 2026 86% judged on-target in blind review
64Companies
4,432Contacts tracked
1,428Verified emails
1,242Mobile numbers
Unlock all 64 companies Free signup · no credit card · 500 free credits

The 24 largest account aggregation platforms based in the United States

Ranked by team size
Top 24 of 64 account aggregation platforms based in the United States, ranked by team size, largest first. Data refreshed Aug 30, 2026. Evidence rates how directly each company's own description names account aggregation platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
PLAIDIndirect evidence
NY, United States501-1,0001,368

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

Source: company website · checked Aug 30, 2026
2
Personal CapitalIndirect evidence
Atlanta, GA, United States201-5001,154

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

Source: company website · checked Aug 30, 2026
3
Freedom Financial NetworkIndirect evidence
San Mateo, CA, United States1,001-5,000708

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

Source: company website · checked Aug 30, 2026
4
Envestnet Yodlee IndiaStrong evidence
London, United States1,001-5,000488

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

Source: company website · checked Aug 30, 2026
5
PCR Financial AggregationPartial evidence
New York, NY, United States51-200199

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

Source: company website · checked Aug 30, 2026
6
MonarchPartial evidence
San Francisco, CA, United States51-200143

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

Source: company website · checked Aug 30, 2026
7
Ninth WaveIndirect evidence
New York, NY, United States51-20044

“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: company website · checked Aug 30, 2026
8
MESHIndirect evidence
San Francisco, CA, United States11-5017

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

Source: company website · checked Aug 30, 2026
9
KineticIndirect evidence
San Francisco, CA, United States11-5015

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

Source: company website · checked Aug 30, 2026
10
nav.itIndirect evidence
Seattle, WA, United States1-1014

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

Source: company website · checked Aug 30, 2026
11
QuilttIndirect evidence
Dallas, TX, United States11-5010

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

Source: company website · checked Aug 30, 2026
12
OOPSIndirect evidence
New York, NY, United States1-1010

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

Source: company website · checked Aug 30, 2026
13
Skyblue AnalyticsIndirect evidence
New York, NY, United States11-509

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

Source: company website · checked Aug 30, 2026
14
Lucid FinancePartial evidence
Spanish Fork, UT, United States1-108

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

Source: company website · checked Aug 30, 2026
15
CLB The Community BankIndirect evidence
Jonesville, LA, United States51-2006

“Spending.”

Source: company website · checked Aug 30, 2026
16
LedgexStrong evidence
Framingham, MA, United States11-505

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

Source: company website · checked Aug 30, 2026
17
Pentadata INCStrong evidence
Burlingame, CA, United States1-104

“Pentadata is a financial data orchestration platform that enables enterprises to access, optimize, and activate account-level and alternative financial data through a single API.”

Source: company website · checked Aug 30, 2026
18
Crescent TrackingIndirect evidence
Bemidji, MN, United States1-103

“Crescent Tracking brings your entire crypto portfolio together, build your dashboard, sync all your wallets, and monitor over cryptocurrencies and fiats, all in one place.”

Source: company website · checked Aug 30, 2026
19
Balance MoneyIndirect evidence
Salt Lake City, UT, United States11-503

“Balance Money is modernizing banking by leveraging data and technology to make money management effortless.”

Source: company website · checked Aug 30, 2026
20
Studio Fifty ThreeIndirect evidence
Pittsburgh, PA, United States1-102

“Studio Fifty Three brings you tools for society.”

Source: company website · checked Aug 30, 2026
21
Lion Ventures INCIndirect evidence
San Luis Obispo, CA, United States1-101

“Investment company.”

Source: company website · checked Aug 30, 2026
22
BudgetinaIndirect evidence
Los Angeles, CA, United States1-101

“Budgetina isn't only an app, it's a "way of life" – your financial specialist that you will need to make smart, well-educated choices about how to utilize your money.”

Source: company website · checked Aug 30, 2026
23
ClearcheckbookIndirect evidence
Albuquerque, NM, United States1-101

“ClearCheckbook.com was created to provide users a simple and free way to manage their money.”

Source: company website · checked Aug 30, 2026
24
The Wealth PoolIndirect evidence
Chicago, United States1-101

“The Wealth Pool (TWP) is an online, self-directed financial planning tool that collects, cleans and organizes "pools" of household data to help consumers make better financial…”

Source: company website · checked Aug 30, 2026

Showing 24 of 64 account aggregation platforms based in the United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,428 reachable decision-makers.

Free signup · no credit card

See all 64 companies

Account aggregation platforms based in the United States at a glance

As of Aug 30, 2026
1-10Median size (employees)
New YorkLargest hub · 10 HQs
1,242Contacts with mobile numbers
Aug 30, 2026Data refreshed

Companies by employee count

1-10
40
11-50
11
51-200
8
201-500
1
501-1,000
2
1,001-5,000
2

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 evidence 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 SmartSearch, 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.
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 an evidence 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, 1,428 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 August 30, 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

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

RevenueBase identified 64 account aggregation platforms headquartered in the United States as of August 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?

PLAID, headquartered in United States, tops this list with the largest team on record.

Which city has the most account aggregation platforms?

New York leads with 10 headquartered companies, followed by San Francisco (9) and Brooklyn (2).

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 1,428 verified decision-maker contacts tracked across these 64 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on August 30, 2026.

Ready to reach these companies? Verified emails and direct dials for all 64 account aggregation platforms based in the United States. Start with a free account, no credit card.

Get the full list

Related lists

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 SmartSearch, 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.