Company lists · Data refreshed September 2026

Top 25 Account aggregation services based in the United States

RevenueBase identified 141 account aggregation services headquartered in the United States as of September 2026 and tracks 34,649 professional contacts across them, including 11,917 with verified work emails. New York is the largest hub.

This list covers account aggregation services 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 19, 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 19, 2026 86% judged on-target in blind review
141Companies
34,649Contacts tracked
11,917Verified emails
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The 25 largest account aggregation services based in the United States

Ranked by team size
Top 25 of 141 account aggregation services based in the United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to account aggregation services: 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
1Indirect evidenceMountain View, CA, United StatesHQ checked Sep 19, 202610001+27,717 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 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 19, 2026
3Indirect evidenceRedwood City, CA, United StatesHQ checked Sep 19, 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 19, 2026
4Indirect evidenceSan Mateo, CA, United StatesHQ checked Sep 19, 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 19, 2026
5Indirect evidenceLehi, UT, United StatesHQ checked Sep 19, 2026501-1,000651 contacts →

Indirect evidence

“MX Technologies, Inc.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceMurray, UT, United StatesHQ checked Sep 19, 2026501-1,000556 contacts →

Indirect evidence

“Finicity, a Mastercard company, helps individuals, families, and organizations make smarter financial decisions through safe and secure access to fast, high-quality data.”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceRedwood City, CA, United StatesHQ checked Sep 19, 20261,001-5,000485 contacts →

Partial 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 19, 2026
8Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 19, 202651-200260 contacts →

Indirect evidence

“We believe in making money simple.”

Source: RevenueBase Database · checked Sep 19, 2026
9Partial evidenceNew York, NY, United StatesHQ checked Sep 19, 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 19, 2026
10Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 2026201-500152 contacts →

Indirect evidence

“MerchantE provides a financial technology platform that drives digital commerce and supports the money management needs of growing businesses.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 202651-200145 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 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 19, 2026
13Indirect evidenceBoston, MA, United StatesHQ checked Sep 19, 202651-200123 contacts →

Indirect evidence

“Origin is your personal AI financial advisor.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceNew York, NY, United StatesHQ checked Sep 19, 202651-20077 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceSan Jose, CA, United StatesHQ checked Sep 19, 202611-5033 contacts →

Indirect evidence

“Aion is an all-in-one modern finance platform for businesses.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceMiami, FL, United StatesHQ checked Sep 19, 202611-5019 contacts →

Indirect evidence

“CapSync is a digital personal financial statement platform that empowers estate planners and wealth management teams with real-time data, enabling faster and more efficient…”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidencePleasant Grove, UT, United StatesHQ checked Sep 19, 202611-5017 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceBoston, MA, United StatesHQ checked Sep 19, 202611-5016 contacts →

Indirect evidence

“Loot is an easy-to-use money app designed by small business owners, for small business owners.”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceChicago, IL, United StatesHQ checked Sep 19, 20261-1014 contacts →

Indirect evidence

“ONEBIT helps independent business owners manage their cash flow by providing AI-driven insights from their sales and expenses in one mobile-friendly platform.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceSeattle, WA, United StatesHQ checked Sep 19, 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 19, 2026
21Indirect evidenceAustin, TX, United StatesHQ checked Sep 19, 202611-5012 contacts →

Indirect evidence

“inbanx is designed to help companies budget smarter, manage their card programs, and gain clear, real-time visibility into spending across teams and departments.”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceTysons, VA, United StatesHQ checked Sep 19, 202611-5012 contacts →

Indirect evidence

“Wellthi is a global financial technology company that helps financial institutions drive loyalty, engagement, and conversion, while giving people and businesses better tools to…”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 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 19, 2026
24Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 202611-5010 contacts →

Indirect evidence

“The Powerlytics Data Platform provides the most comprehensive, accurate and granular consumer and business financial data available.”

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidenceNew York, NY, United StatesHQ checked Sep 19, 20261-1010 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 141 account aggregation services based in the United States

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Account aggregation services based in the United States at a glance

As of Sep 19, 2026
34.4%Verified-email coverage
245.7Average contacts per company
1-10Median size (employees)
12.8%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
83
11-50
35
51-200
11
201-500
4
501-1,000
4
1,001-5,000
3
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 141 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 services, 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 services”. 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 services), 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 services, 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, 11,917 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 19, 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 services, 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 services are there based in the United States?

RevenueBase identified 141 account aggregation services 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 services?

New York leads with 18 headquartered companies, followed by San Francisco (11) and Austin (4).

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 11,917 verified decision-maker contacts tracked across these 141 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 19, 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.