Company lists · Data refreshed September 2026

Top 16 Account aggregation software providers based in the United States

RevenueBase identified 32 account aggregation software providers headquartered in the United States as of September 2026 and tracks 3,043 professional contacts across them, including 1,520 with verified work emails. New York is the largest hub.

This list covers account aggregation software providers 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 27, 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 27, 2026 86% judged on-target in blind review
32Companies
3,043Contacts tracked
1,520Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 16 largest account aggregation software providers based in the United States

Ranked by team size
Top 16 of 32 account aggregation software providers based in the United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to account aggregation software providers: 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 evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 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 27, 2026
2Indirect evidenceLehi, UT, United StatesHQ checked Sep 27, 2026501-1,000651 contacts →

Indirect evidence

“MX Technologies, Inc.”

Source: RevenueBase Database · checked Sep 27, 2026
3Partial evidenceRedwood City, CA, United StatesHQ checked Sep 27, 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 27, 2026
4Partial evidenceNew York, NY, United StatesHQ checked Sep 27, 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 27, 2026
5Indirect evidenceStamford, CT, United StatesHQ checked Sep 27, 202651-20083 contacts →

Indirect evidence

“Fi-Tek Wealth Solutions originated out of an internal technology development effort at the wealth management firm founded by the Rockefeller family.”

Source: RevenueBase Database · checked Sep 27, 2026
6Partial evidenceAlpharetta, GA, United StatesHQ checked Sep 27, 202611-5054 contacts →

Partial evidence

“ValidiFI, an analytics and technology company, connects bank account and payment insights to help companies in a variety of industries provide more confident, trustworthy and…”

Source: RevenueBase Database · checked Sep 27, 2026
7Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 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 27, 2026
8Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 202611-5018 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
9Indirect evidenceReading, PA, United StatesHQ checked Sep 27, 202611-5011 contacts →

Indirect evidence

“Hart Credit Technology is a best-in-class technology company known for providing financial institutions of all sizes and industries with intelligent data, insights, and…”

Source: RevenueBase Database · checked Sep 27, 2026
10Indirect evidenceDallas, TX, United StatesHQ checked Sep 27, 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 27, 2026
11Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 27, 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 27, 2026
12Partial evidenceBurlingame, CA, United StatesHQ checked Sep 27, 20261-104 contacts →

Partial evidence

“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: RevenueBase Database · checked Sep 27, 2026
13Partial evidenceNew York, NY, United StatesHQ checked Sep 27, 202611-503 contacts →

Partial evidence

“OpenFinance, LLC is a leading enabler of data aggregation in the financial services industry.”

Source: RevenueBase Database · checked Sep 27, 2026
14Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 202611-502 contacts →

Indirect evidence

“Code Willing is a Financial Data Management Service.”

Source: RevenueBase Database · checked Sep 27, 2026
15Partial evidenceAlbuquerque, NM, United StatesHQ checked Sep 27, 202611-502 contacts →

Partial evidence

“MIMICS Financial Software- Financial Software to Match You!”

Source: RevenueBase Database · checked Sep 27, 2026
16Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 27, 20261-102 contacts →

Indirect evidence

“Studio Fifty Three brings you tools for society.”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 16 of 32 account aggregation software providers based in the United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,520 reachable decision-makers.

Free signup · no credit card

View the full list →

Account aggregation software providers based in the United States at a glance

As of Sep 27, 2026
50.0%Verified-email coverage
95.1Average contacts per company
11-50Median size (employees)
34.4%Largest-city concentration · New York
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
11
11-50
12
51-200
6
501-1,000
2
1,001-5,000
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 32 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 software providers, 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 software providers”. 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 software providers), 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 software providers, 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, 1,520 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 27, 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 software providers, 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 software providers are there based in the United States?

RevenueBase identified 32 account aggregation software providers 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?

PLAID, headquartered in San Francisco, tops this list with the largest team on record.

Which city has the most account aggregation software providers?

New York leads with 11 headquartered companies, followed by San Francisco (4) and Bellevue (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 1,520 verified decision-maker contacts tracked across these 32 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 27, 2026.

Ready to reach these companies? Verified emails and direct dials for all 32 account aggregation software providers based in the United States. Start with a free account, no credit card.

Download this 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 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.