Company lists · Data refreshed September 2026
Top 25 Financial aggregation platforms worldwide
RevenueBase identified 244 financial aggregation platforms worldwide as of September 2026 and tracks 4,789 professional contacts across them, including 875 with verified work emails and 440 with mobile numbers. The United States is the largest market and London the largest hub.
This list covers financial aggregation platforms worldwide, 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 2, 2026. Country and city lists for financial aggregation platforms follow the table.
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.
The 25 largest financial aggregation platforms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,154 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 2, 2026Thanks. The Data Team will review it. | |||||
| 2 | 691 contacts → | ||||
Partial evidence “Jupiter is an all things money app with one simple aim – to deliver a financial experience that keeps pace with you.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 3 | 488 contacts → | ||||
Strong 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 2, 2026Thanks. The Data Team will review it. | |||||
| 4 | 258 contacts → | ||||
Partial evidence “Our mission is to bring financial prosperity to businesses!” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 5 | 199 contacts → | ||||
Strong evidence “PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 6 | 145 contacts → | ||||
Indirect evidence “A Konsi é uma fintech que nasceu da necessidade de democratizar o acesso à contratação do melhor produto consignado, proporcionando uma experiência transparente, segura e justa.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 7 | 143 contacts → | ||||
Partial evidence “Monarch is the most comprehensive platform for managing your personal finances.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 8 | 135 contacts → | ||||
Partial evidence “Solovis is leading fintech innovation for institutional investors with a powerful cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 9 | 98 contacts → | ||||
Partial evidence “At MProfit, our mission is to enable Indians to consolidate their investments across platforms and gain complete visibility into portfolio performance across asset classes.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 10 | 87 contacts → | ||||
Strong evidence “Opensee is an AI-powered data platform for financial institutions, providing interactive data quality, aggregation, analytics, and reporting.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 11 | 66 contacts → | ||||
Indirect evidence “Estamos evoluindo o ecossistema financeiro, dando mais autonomia para o profissional bancário e permitindo maior transparência e comodidade para pessoas e empresas.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 12 | 48 contacts → | ||||
Partial evidence “Providing Financial Data Intelligence and actionable Insights to BFSI.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 13 | 35 contacts → | ||||
Partial evidence “LoanAdda is an online aggregator of financial products, which gives quick and custom solutions for all your financial needs.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 14 | 31 contacts → | ||||
Strong evidence “Marstone is a leading digital wealth management platform with a mission to enhance financial literacy, deepen financial inclusion, and humanize finance for all.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 15 | 29 contacts → | ||||
Partial evidence “Artemis is building the open data platform for digital finance, organizing and standardizing the metrics that matter for blockchains, tokens and stablecoins, all in one place.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 16 | 25 contacts → | ||||
Indirect evidence “OneMoney is India's first and largest Account Aggregator, licensed by the Reserve Bank of India.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 17 | 23 contacts → | ||||
Indirect evidence “Copia’s WealthOS gives wealth owners & managers the ability to analyze, track and engage with all their assets.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 18 | 23 contacts → | ||||
Strong evidence “SAVVI is a leading technology-enabled financial wellness platform that allows people to easily plan, manage and track their full financial picture in minutes.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 19 | 23 contacts → | ||||
Partial evidence “Bankable is a global architect of innovative digital banking solutions providing a secure and scalable middleware platform.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 20 | 21 contacts → | ||||
Strong 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 2, 2026Thanks. The Data Team will review it. | |||||
| 21 | 20 contacts → | ||||
Indirect evidence “Pi – Answers to All Things Money.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 22 | 19 contacts → | ||||
Partial evidence “Saafe (Dashboard Account Aggregation Services Private Limited) is a registered NBFC-AA offering Account Aggregation Services for Individuals and Businesses in India.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 23 | 18 contacts → | ||||
Indirect evidence “O Kinvo é uma fintech da área de investimentos criada em 2017 com a missão de empoderar o investidor.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 24 | 18 contacts → | ||||
Indirect evidence “T-REX has modernized the technological infrastructure for the asset-backed finance ecosystem.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 25 | 17 contacts → | ||||
Partial evidence “Founded in 2020, Mesh aims to build an open, connected, and secure financial ecosystem.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial aggregation platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names financial aggregation platforms.
- Partial evidence
- Its own public description names part of financial aggregation platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial aggregation platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 244 financial aggregation platforms worldwide
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Financial aggregation platforms worldwide at a glance
As of Sep 2, 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 financial aggregation platforms, 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.
- Coverage
- 4 countries, largest first: the United States, India, the United Kingdom, Brazil. Country and city lists for financial aggregation platforms are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “financial aggregation platforms”. 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 financial aggregation platforms), 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 financial aggregation platforms, and records with no verified work email.
- 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, 875 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 between September 2, 2026 and September 14, 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.
Financial aggregation platforms by location
5 lists · largest firstEvery Financial aggregation platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial aggregation platforms based in the United States91
- Financial aggregation platforms based in India81
- Financial aggregation platforms based in the United Kingdom40
- Financial aggregation platforms based in Brazil32
Cities
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 financial aggregation platforms, 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 financial aggregation platforms are there worldwide?
RevenueBase identified 244 financial aggregation platforms worldwide 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?
Personal Capital, headquartered in Atlanta, tops this list with the largest team on record.
Which country has the most financial aggregation platforms?
The United States leads with 91 companies, followed by India (81) and the United Kingdom (40). Every financial aggregation platforms list by country and city is linked on this page.
Which city has the most financial aggregation platforms?
London leads with 27 headquartered companies, followed by New York (17) and Mumbai (14).
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 875 verified decision-maker contacts tracked across these 244 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled from the company graph between September 2, 2026 and September 14, 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.