Company lists · Data refreshed October 2026
Top 25 Account aggregation platforms based in the United States
RevenueBase identified 80 company matches for account aggregation platforms associated with the United States as of October 2026 and tracks 32,216 professional contacts across them, including 10,923 with verified work emails. New York is the largest hub.
This list covers company matches for account aggregation platforms associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 1, 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.
The 25 largest account aggregation platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 27,717 contacts → | ||||
Exact match “Intuit is a global technology platform that helps our customers and communities overcome their most important financial challenges.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 2 | 1,410 contacts → | ||||
Exact match “Plaid is a data network that powers the tools millions of people rely on to live a healthier financial life.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 3 | 1,168 contacts → | ||||
Exact match “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 4 | 708 contacts → | ||||
Exact match “Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 5 | 485 contacts → | ||||
Exact match “Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 6 | 199 contacts → | ||||
Exact match “PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 7 | 145 contacts → | ||||
Exact match “Monarch is the most comprehensive platform for managing your personal finances.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 8 | 46 contacts → | ||||
Exact match “Ninth Wave delivers secure data connectivity to financial institutions through a single point of direct integration to a universal suite of open finance APIs.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 9 | 18 contacts → | ||||
Exact match “Founded in 2020, Mesh aims to build an open, connected, and secure financial ecosystem.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 10 | 17 contacts → | ||||
Exact match “Qube Money helps people spend intentionally and live freely.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 11 | 14 contacts → | ||||
Exact match “The crypto world is changing-we’ve seen an explosion in innovation but a fragmentation of tools.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 12 | 14 contacts → | ||||
Exact match “Originally founded by CEO Erin Papworth and CRO Maia Monell, Nav.it is a diverse team from across the U.S.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 13 | 11 contacts → | ||||
Exact match “Unleash the next generation of fintech builders to realize the full promise of open banking.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 14 | 10 contacts → | ||||
Exact match “Our exists to enable Gen Z to be rich.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 15 | 9 contacts → | ||||
Exact match “Skyblue Analytics: Redefining Fintech Innovation | Investment Infrastructure.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 16 | 6 contacts → | ||||
Exact match “Spending.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 17 | 6 contacts → | ||||
Exact match “Finovera offers a Digital Bill Aggregation and Payment Platform for Banks and Credit Unions.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 18 | 5 contacts → | ||||
Exact match “Ledgex, now part of The Players Impact, is a premier financial technology platform delivering advanced multi-asset portfolio management and data aggregation solutions.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “Our mission is to ensure our clients achieve financial independence as they grow their business.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 20 | 4 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “At Basswood, we believe that small businesses are the lifeblood of their communities.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “Balance Money is modernizing banking by leveraging data and technology to make money management effortless.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “Studio Fifty Three brings you tools for society.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Our Founder Scott Smerud received is B.S.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “account aggregation platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 80 account aggregation platforms based in the United States
See the full list, filter by size, metro and specialty, and access 10,923 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Account aggregation platforms based in the United States at a glance
As of Oct 1, 2026Companies by employee count
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 80 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- 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
- Company records associated with the United States whose business descriptions match “account aggregation platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 10,923 professional contacts with verified work emails across the full matched dataset. 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 October 1, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “account aggregation platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many account aggregation platforms are there based in the United States?
RevenueBase identified 80 company matches for account aggregation platforms associated with the United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Intuit tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most account aggregation platforms?
New York leads with 11 company records, followed by San Francisco (11) and Salt Lake City (3).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 10,923 professional contacts with verified work emails tracked across these 80 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 1, 2026.
Ready to reach these companies? Verified emails and direct dials for all 80 account aggregation platforms based in the United States. Start with a free account, no credit card.
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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 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Account aggregation platforms based in the United Kingdom
- Account aggregation platforms based in Brazil
- Account aggregation platforms based in India
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
Company intelligence · public preview
Top 25 account aggregation platforms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 80 matching company records for account aggregation platforms based in the United States, with 32,216 tracked contacts and 10,923 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 1, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 account aggregation platforms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Intuitintuit.comHQ: Mountain View, CA, United StatesReported employees: 10001+ | Mountain View, CA, United States | 10001+ | Exact match | 27,717 contacts → |
“Intuit is a global technology platform that helps our customers and communities overcome their most important financial challenges.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  PLAIDplaid.comHQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 1,410 contacts → |
“Plaid is a data network that powers the tools millions of people rely on to live a healthier financial life.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Personal Capitalpersonalcapital.comHQ: Redwood City, CA, United StatesReported employees: 201-500 | Redwood City, CA, United States | 201-500 | Exact match | 1,168 contacts → |
“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Freedom Financial Networkfreedomfinancialnetwork.comHQ: San Mateo, CA, United StatesReported employees: 1,001-5,000 | San Mateo, CA, United States | 1,001-5,000 | Exact match | 708 contacts → |
“Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Envestnet Yodlee Indiayodlee.comHQ: Redwood City, CA, United StatesReported employees: 1,001-5,000 | Redwood City, CA, United States | 1,001-5,000 | Exact match | 485 contacts → |
“Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  PCR Financial Aggregationpcrinsights.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 199 contacts → |
“PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Monarchmonarch.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 145 contacts → |
“Monarch is the most comprehensive platform for managing your personal finances.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Ninth Waveninth-wave.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 46 contacts → |
“Ninth Wave delivers secure data connectivity to financial institutions through a single point of direct integration to a universal suite of open finance APIs.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | MESHmeshconnect.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 18 contacts → |
“Founded in 2020, Mesh aims to build an open, connected, and secure financial ecosystem.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Qube Moneyqubemoney.comHQ: Pleasant Grove, UT, United StatesReported employees: 11-50 | Pleasant Grove, UT, United States | 11-50 | Exact match | 17 contacts → |
“Qube Money helps people spend intentionally and live freely.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Kinetickinetic.xyzHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 14 contacts → |
“The crypto world is changing-we’ve seen an explosion in innovation but a fragmentation of tools.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  nav.itnavitmoney.comHQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 14 contacts → |
“Originally founded by CEO Erin Papworth and CRO Maia Monell, Nav.it is a diverse team from across the U.S.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Quilttquiltt.ioHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 11 contacts → |
“Unleash the next generation of fintech builders to realize the full promise of open banking.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  OOPSoops.appHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 10 contacts → |
“Our exists to enable Gen Z to be rich.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Skyblue Analyticsskyblueanalytics.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 9 contacts → |
“Skyblue Analytics: Redefining Fintech Innovation | Investment Infrastructure.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | CLB The Community Bankclbbank.com HQ: Jonesville, LA, United StatesReported employees: 51-200 | Jonesville, LA, United States | 51-200 | Exact match | 6 contacts → |
“Spending.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Finovera, INCfinovera.comHQ: Milpitas, CA, United StatesReported employees: 11-50 | Milpitas, CA, United States | 11-50 | Exact match | 6 contacts → |
“Finovera offers a Digital Bill Aggregation and Payment Platform for Banks and Credit Unions.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Ledgextheplayersimpact.comHQ: Framingham, MA, United StatesReported employees: 11-50 | Framingham, MA, United States | 11-50 | Exact match | 5 contacts → |
“Ledgex, now part of The Players Impact, is a premier financial technology platform delivering advanced multi-asset portfolio management and data aggregation solutions.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Accounting Elementsaccountingelements.comHQ: Manchester, NH, United StatesReported employees: 1-10 | Manchester, NH, United States | 1-10 | Exact match | 5 contacts → |
“Our mission is to ensure our clients achieve financial independence as they grow their business.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Pentadata INCpentadatainc.comHQ: Burlingame, CA, United StatesReported employees: 1-10 | Burlingame, CA, United States | 1-10 | Exact match | 4 contacts → |
“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.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Basswood Solutions, LLCbasswoodsolutions.com HQ: Decatur, TX, United StatesReported employees: 1-10 | Decatur, TX, United States | 1-10 | Exact match | 3 contacts → |
“At Basswood, we believe that small businesses are the lifeblood of their communities.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Balance Moneybalancemoney.comHQ: Salt Lake City, UT, United StatesReported employees: 11-50 | Salt Lake City, UT, United States | 11-50 | Exact match | 3 contacts → |
“Balance Money is modernizing banking by leveraging data and technology to make money management effortless.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Studio Fifty Threestudiofiftythree.com HQ: Pittsburgh, PA, United StatesReported employees: 1-10 | Pittsburgh, PA, United States | 1-10 | Exact match | 2 contacts → |
“Studio Fifty Three brings you tools for society.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Trustkeepingtrustkeeping.com HQ: Carlsbad, CA, United StatesReported employees: 1-10 | Carlsbad, CA, United States | 1-10 | Exact match | 1 contacts → |
“Our Founder Scott Smerud received is B.S.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  The Wealth Poolthewealthpool.comHQ: Chicago, United StatesReported employees: 1-10 | Chicago, United States | 1-10 | Exact match | 1 contacts → |
“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…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 80 company matches
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Account aggregation platforms: dataset insights
October 1, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
80 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 80 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 1, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for account aggregation platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many account aggregation platforms did RevenueBase find based in the United States?
The saved snapshot records 80 matching company records, 32,216 tracked contacts and 10,923 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 1, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Account aggregation platforms by geography
Cite this list
RevenueBase Data Team. Top 25 account aggregation platforms based in the United States. Snapshot: October 1, 2026. https://revenuebase.ai/companies/account-aggregation-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Account aggregation platforms based in the United Kingdom
- Account aggregation platforms based in Brazil
- Account aggregation platforms based in India
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
Company intelligence · public preview
Top 25 account aggregation platforms based in the United States
RevenueBase records 80 matching company records for account aggregation platforms based in the United States, with 32,216 tracked contacts and 10,923 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 1, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 account aggregation platforms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Intuitintuit.com HQ: Mountain View, CA, United StatesReported employees: 10001+ | Mountain View, CA, United States | 10001+ | Exact match | 27,717 contacts → |
“Intuit is a global technology platform that helps our customers and communities overcome their most important financial challenges.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | PLAIDplaid.com HQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 1,410 contacts → |
“Plaid is a data network that powers the tools millions of people rely on to live a healthier financial life.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Personal Capitalpersonalcapital.com HQ: Redwood City, CA, United StatesReported employees: 201-500 | Redwood City, CA, United States | 201-500 | Exact match | 1,168 contacts → |
“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Freedom Financial Networkfreedomfinancialnetwork.com HQ: San Mateo, CA, United StatesReported employees: 1,001-5,000 | San Mateo, CA, United States | 1,001-5,000 | Exact match | 708 contacts → |
“Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Envestnet Yodlee Indiayodlee.com HQ: Redwood City, CA, United StatesReported employees: 1,001-5,000 | Redwood City, CA, United States | 1,001-5,000 | Exact match | 485 contacts → |
“Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | PCR Financial Aggregationpcrinsights.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 199 contacts → |
“PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Monarchmonarch.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 145 contacts → |
“Monarch is the most comprehensive platform for managing your personal finances.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Ninth Waveninth-wave.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 46 contacts → |
“Ninth Wave delivers secure data connectivity to financial institutions through a single point of direct integration to a universal suite of open finance APIs.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | MESHmeshconnect.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 18 contacts → |
“Founded in 2020, Mesh aims to build an open, connected, and secure financial ecosystem.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Qube Moneyqubemoney.com HQ: Pleasant Grove, UT, United StatesReported employees: 11-50 | Pleasant Grove, UT, United States | 11-50 | Exact match | 17 contacts → |
“Qube Money helps people spend intentionally and live freely.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Kinetickinetic.xyz HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 14 contacts → |
“The crypto world is changing-we’ve seen an explosion in innovation but a fragmentation of tools.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | nav.itnavitmoney.com HQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 14 contacts → |
“Originally founded by CEO Erin Papworth and CRO Maia Monell, Nav.it is a diverse team from across the U.S.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Quilttquiltt.io HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 11 contacts → |
“Unleash the next generation of fintech builders to realize the full promise of open banking.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | OOPSoops.app HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 10 contacts → |
“Our exists to enable Gen Z to be rich.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Skyblue Analyticsskyblueanalytics.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 9 contacts → |
“Skyblue Analytics: Redefining Fintech Innovation | Investment Infrastructure.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | CLB The Community Bankclbbank.com HQ: Jonesville, LA, United StatesReported employees: 51-200 | Jonesville, LA, United States | 51-200 | Exact match | 6 contacts → |
“Spending.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Finovera, INCfinovera.com HQ: Milpitas, CA, United StatesReported employees: 11-50 | Milpitas, CA, United States | 11-50 | Exact match | 6 contacts → |
“Finovera offers a Digital Bill Aggregation and Payment Platform for Banks and Credit Unions.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Ledgextheplayersimpact.com HQ: Framingham, MA, United StatesReported employees: 11-50 | Framingham, MA, United States | 11-50 | Exact match | 5 contacts → |
“Ledgex, now part of The Players Impact, is a premier financial technology platform delivering advanced multi-asset portfolio management and data aggregation solutions.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Accounting Elementsaccountingelements.com HQ: Manchester, NH, United StatesReported employees: 1-10 | Manchester, NH, United States | 1-10 | Exact match | 5 contacts → |
“Our mission is to ensure our clients achieve financial independence as they grow their business.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Pentadata INCpentadatainc.com HQ: Burlingame, CA, United StatesReported employees: 1-10 | Burlingame, CA, United States | 1-10 | Exact match | 4 contacts → |
“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.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Basswood Solutions, LLCbasswoodsolutions.com HQ: Decatur, TX, United StatesReported employees: 1-10 | Decatur, TX, United States | 1-10 | Exact match | 3 contacts → |
“At Basswood, we believe that small businesses are the lifeblood of their communities.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Balance Moneybalancemoney.com HQ: Salt Lake City, UT, United StatesReported employees: 11-50 | Salt Lake City, UT, United States | 11-50 | Exact match | 3 contacts → |
“Balance Money is modernizing banking by leveraging data and technology to make money management effortless.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Studio Fifty Threestudiofiftythree.com HQ: Pittsburgh, PA, United StatesReported employees: 1-10 | Pittsburgh, PA, United States | 1-10 | Exact match | 2 contacts → |
“Studio Fifty Three brings you tools for society.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Trustkeepingtrustkeeping.com HQ: Carlsbad, CA, United StatesReported employees: 1-10 | Carlsbad, CA, United States | 1-10 | Exact match | 1 contacts → |
“Our Founder Scott Smerud received is B.S.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | The Wealth Poolthewealthpool.com HQ: Chicago, United StatesReported employees: 1-10 | Chicago, United States | 1-10 | Exact match | 1 contacts → |
“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…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 80 company matches
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Account aggregation platforms: dataset insights
October 1, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
80 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 80 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 1, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for account aggregation platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many account aggregation platforms did RevenueBase find based in the United States?
The saved snapshot records 80 matching company records, 32,216 tracked contacts and 10,923 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 1, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Account aggregation platforms by geography
Cite this list
RevenueBase Data Team. Top 25 account aggregation platforms based in the United States. Snapshot: October 1, 2026. https://revenuebase.ai/companies/account-aggregation-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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