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.
The 24 largest account aggregation platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,368 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 1,154 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 708 | ||||
“Freedom Financial Network is a leading digital personal finance company, built to help people.” Source: company website · checked Aug 30, 2026Thanks. The Data Team will review it. | |||||
| 4 | 488 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 199 | ||||
“PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry.” Source: company website · checked Aug 30, 2026Thanks. The Data Team will review it. | |||||
| 6 | 143 | ||||
“Monarch is the most comprehensive platform for managing your personal finances.” Source: company website · checked Aug 30, 2026Thanks. The Data Team will review it. | |||||
| 7 | 44 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 8 | MESHIndirect evidence | 17 | |||
“Founded in 2020, Mesh aims to build an open, connected, and secure financial ecosystem.” Source: company website · checked Aug 30, 2026Thanks. The Data Team will review it. | |||||
| 9 | 15 | ||||
“The crypto world is changing-we’ve seen an explosion in innovation but a fragmentation of tools.” Source: company website · checked Aug 30, 2026Thanks. The Data Team will review it. | |||||
| 10 | 14 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 10 | ||||
“Unleash the next generation of fintech builders to realize the full promise of open banking.” Source: company website · checked Aug 30, 2026Thanks. The Data Team will review it. | |||||
| 12 | 10 | ||||
“Our exists to enable Gen Z to be rich.” Source: company website · checked Aug 30, 2026Thanks. The Data Team will review it. | |||||
| 13 | 9 | ||||
“Skyblue Analytics: Redefining Fintech Innovation | Investment Infrastructure.” Source: company website · checked Aug 30, 2026Thanks. The Data Team will review it. | |||||
| 14 | 8 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 15 | CLB The Community BankIndirect evidence | 6 | |||
“Spending.” Source: company website · checked Aug 30, 2026Thanks. The Data Team will review it. | |||||
| 16 | 5 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 17 | 4 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 | ||||
“Balance Money is modernizing banking by leveraging data and technology to make money management effortless.” Source: company website · checked Aug 30, 2026Thanks. The Data Team will review it. | |||||
| 20 | Studio Fifty ThreeIndirect evidence | 2 | |||
“Studio Fifty Three brings you tools for society.” Source: company website · checked Aug 30, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 | ||||
“Investment company.” Source: company website · checked Aug 30, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 | ||||
“ClearCheckbook.com was created to provide users a simple and free way to manage their money.” Source: company website · checked Aug 30, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
Showing 24 of 64 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 Aug 30, 2026Companies by employee count
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.
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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.
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