Company lists · Data refreshed September 2026

Top 16 Account aggregation software providers based in the United States

RevenueBase identified 32 company matches for account aggregation software providers associated with 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 company matches for account aggregation software providers 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 September 27, 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 RevenueBase SmartSearch · Exact Recorded Sep 27, 2026 How this list was built
32Companies
3,043Contacts tracked
1,520Verified emails
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The 16 largest account aggregation software providers based in the United States

Ranked by team size
Top 16 of 32 company matches for account aggregation software providers based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 27, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchSan Francisco, CA, United StatesHQ recorded Sep 27, 2026501-1,0001,410 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 · Sep 27, 2026 · View company records in RevenueBase
2Exact matchLehi, UT, United StatesHQ recorded Sep 27, 2026501-1,000651 contacts →

Exact match

“MX Technologies, Inc.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3Exact matchRedwood City, CA, United StatesHQ recorded Sep 27, 20261,001-5,000485 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 · Sep 27, 2026 · View company records in RevenueBase
4Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202651-200199 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 · Sep 27, 2026 · View company records in RevenueBase
5Exact matchStamford, CT, United StatesHQ recorded Sep 27, 202651-20083 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6Exact matchAlpharetta, GA, United StatesHQ recorded Sep 27, 202611-5054 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202651-20046 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 · Sep 27, 2026 · View company records in RevenueBase
8Exact matchSan Francisco, CA, United StatesHQ recorded Sep 27, 202611-5018 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9Exact matchReading, PA, United StatesHQ recorded Sep 27, 202611-5011 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10Exact matchDallas, TX, United StatesHQ recorded Sep 27, 202611-5011 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11Exact matchPhiladelphia, PA, United StatesHQ recorded Sep 27, 202611-5010 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12Exact matchBurlingame, CA, United StatesHQ recorded Sep 27, 20261-104 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 · Sep 27, 2026 · View company records in RevenueBase
13Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202611-503 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202611-502 contacts →

Exact match

“Code Willing is a Financial Data Management Service.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15Exact matchAlbuquerque, NM, United StatesHQ recorded Sep 27, 202611-502 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16Exact matchPittsburgh, PA, United StatesHQ recorded Sep 27, 20261-102 contacts →

Exact match

“Studio Fifty Three brings you tools for society.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase

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

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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

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 software providers” 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 1,520 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 September 27, 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 software providers”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 32 company matches for account aggregation software providers associated with the United States as of September 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?

PLAID tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most account aggregation software providers?

New York leads with 11 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 1,520 professional contacts with verified work emails tracked across these 32 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 September 27, 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.