Company lists · Data refreshed October 2026
Top 25 Financial aggregation software companies worldwide
RevenueBase identified 606 company matches for financial aggregation software companies worldwide as of October 2026 and tracks 21,867 professional contacts across them, including 8,338 with verified work emails. The United States is the largest market and New York the largest hub.
This list covers company matches for financial aggregation software companies worldwide, 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 October 1, 2026. Country and city lists for financial aggregation software companies follow the table.
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 25 largest financial aggregation software companies worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 13,385 contacts → | ||||
Exact match “FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 2 | 1,168 contacts → | ||||
Exact match “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 3 | 938 contacts → | ||||
Exact match “Fi Money is on a path to revolutionise the way the next generation of Indians handle their money.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 4 | 691 contacts → | ||||
Exact match “Jupiter is an all things money app with one simple aim – to deliver a financial experience that keeps pace with you.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 5 | 478 contacts → | ||||
Exact match “Since our founding in 1996, we have been at the vanguard of financial technology, providing groundbreaking expertise, quantitative analytics and software that redefines pricing…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 6 | 309 contacts → | ||||
Exact match “Wir sind eines der modernsten und unabhängigsten Finanzdienstleistungsunternehmen Deutschlands und bieten durch unser breites Spektrum an Software- und Vergleichslösungen die…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 7 | 286 contacts → | ||||
Exact match “Rocket Money is a leading personal finance app with a mission to help everyone money.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 8 | 261 contacts → | ||||
Exact match “Our mission is to bring financial prosperity to businesses!” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 9 | 260 contacts → | ||||
Exact match “We believe in making money simple.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 10 | 199 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 11 | 173 contacts → | ||||
Exact match “Quantum is an independent company present in the market since aimed to provide solutions for accessing, analyzing, and monitoring financial information in an easy, consistent and…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 12 | 145 contacts → | ||||
Exact match “Monarch is the most comprehensive platform for managing your personal finances.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 13 | 104 contacts → | ||||
Exact match “fino is a German-based tech startup that provides market-leading products based on bank account and document aggregation and analytics.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 14 | 94 contacts → | ||||
Exact match “We are the largest privately-owned finance brokerage and aggregation business in Australia.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 15 | 77 contacts → | ||||
Exact match “Valutico is the world’s leading valuation platform.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 16 | 68 contacts → | ||||
Exact match “For over two decades, we've been delivering cutting-edge financial analysis software solutions to investment professionals across brokerage houses, banks, and asset management…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 17 | 65 contacts → | ||||
Exact match “Moneytree is a fintech company with a diverse and global culture, founded in 2012 with the mission of empowering people to harness the power of data.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 18 | 54 contacts → | ||||
Exact match “Com mais de 27 anos de experiência no mercado financeiro, a Lydians se dedica a criar softwares que revolucionam a gestão financeira.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 19 | 52 contacts → | ||||
Exact match “Drahim is a 100% Saudi financial technology company (FinTech) established in the city of Riyadh in August 2021.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 20 | 48 contacts → | ||||
Exact match “Providing Financial Data Intelligence and actionable Insights to BFSI.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 21 | 47 contacts → | ||||
Exact match “Sav is your all-in-one money app.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 22 | 42 contacts → | ||||
Exact match “Founded by Certified Financial Planning Practitioner H.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 23 | 42 contacts → | ||||
Exact match “We create FinTech software to enable day-to-day operational processes related to valuation, risk management, monitoring and administration, compliance, data analysis and reporting…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 24 | 38 contacts → | ||||
Exact match “With the mission to transform the management of wealth for individuals and businesses alike, our cutting-edge solution seamlessly integrates a wide range of financial data and…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 25 | 38 contacts → | ||||
Exact match “Hiatus was founded in 2016 in order to democratize financial advice.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “financial aggregation software companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 606 financial aggregation software companies worldwide
See the full list, filter by size, metro and specialty, and access 8,338 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial aggregation software companies worldwide at a glance
As of Oct 1, 2026Companies by employee count
Email recency is reported on each country list linked below.
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.
- Coverage
- Every country. Country and city lists for financial aggregation software companies are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “financial aggregation software companies” 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. 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 8,338 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 October 1, 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.
Financial aggregation software companies by location
5 lists · largest firstEvery Financial aggregation software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial aggregation software companies based in the United States118
- Financial aggregation software companies based in India46
- Financial aggregation software companies based in the United Kingdom35
- Financial aggregation software companies based in Brazil33
Cities
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 “financial aggregation software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial aggregation software companies are there worldwide?
RevenueBase identified 606 company matches for financial aggregation software companies worldwide as of October 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?
Factset tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most financial aggregation software companies?
The United States leads with 118 companies, followed by India (46) and the United Kingdom (35). Every financial aggregation software companies list by country and city is linked on this page.
Which city has the most financial aggregation software companies?
New York leads with 27 company records, followed by London (19) and Bangalore (11).
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 8,338 professional contacts with verified work emails tracked across these 606 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 October 1, 2026.
Ready to reach these companies? Verified emails and direct dials for all 606 financial aggregation software companies worldwide. Start with a free account, no credit card.
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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.
More company lists
Company intelligence · public preview
Top 25 financial aggregation software companies worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 606 matching company records for financial aggregation software companies worldwide, with 21,867 tracked contacts and 8,338 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 1, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial aggregation software companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Factsetfactset.comHQ: Norwalk, CT, United StatesReported employees: 10001+ | Norwalk, CT, United States | 10001+ | Exact match | 13,385 contacts → |
“FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Personal Capitalpersonalcapital.comHQ: Redwood City, CA, United StatesReported employees: 201-500 | Redwood City, CA, United States | 201-500 | Exact match | 1,168 contacts → |
“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  FIfi.moneyHQ: Bangalore, IndiaReported employees: 201-500 | Bangalore, India | 201-500 | Exact match | 938 contacts → |
“Fi Money is on a path to revolutionise the way the next generation of Indians handle their money.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Jupiterjupiter.moneyHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 691 contacts → |
“Jupiter is an all things money app with one simple aim – to deliver a financial experience that keeps pace with you.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Numerixnumerix.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 478 contacts → |
“Since our founding in 1996, we have been at the vanguard of financial technology, providing groundbreaking expertise, quantitative analytics and software that redefines pricing…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Königswege Gmbhkoenigswege.comHQ: Heidelberg, GermanyReported employees: 201-500 | Heidelberg, Germany | 201-500 | Exact match | 309 contacts → |
“Wir sind eines der modernsten und unabhängigsten Finanzdienstleistungsunternehmen Deutschlands und bieten durch unser breites Spektrum an Software- und Vergleichslösungen die…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Rocket Moneyrocketmoney.comHQ: Silver Spring, MD, United StatesReported employees: 201-500 | Silver Spring, MD, United States | 201-500 | Exact match | 286 contacts → |
“Rocket Money is a leading personal finance app with a mission to help everyone money.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Accesstageaccesstage.com.brHQ: São Paulo, BrazilReported employees: 201-500 | São Paulo, Brazil | 201-500 | Exact match | 261 contacts → |
“Our mission is to bring financial prosperity to businesses!” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Albertalbert.comHQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 260 contacts → |
“We believe in making money simple.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  PCR Financial Aggregationpcrinsights.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 199 contacts → |
“PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Quantumquantumfinance.com.brHQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 173 contacts → |
“Quantum is an independent company present in the market since aimed to provide solutions for accessing, analyzing, and monitoring financial information in an easy, consistent and…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Monarchmonarch.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 145 contacts → |
“Monarch is the most comprehensive platform for managing your personal finances.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  FINOfino.groupHQ: Kassel, GermanyReported employees: 51-200 | Kassel, Germany | 51-200 | Exact match | 104 contacts → |
“fino is a German-based tech startup that provides market-leading products based on bank account and document aggregation and analytics.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Ausloans Finance Groupausloans.com.auHQ: Arundel, AustraliaReported employees: 51-200 | Arundel, Australia | 51-200 | Exact match | 94 contacts → |
“We are the largest privately-owned finance brokerage and aggregation business in Australia.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Valuticovalutico.com HQ: Vienna, AustriaReported employees: 51-200 | Vienna, Austria | 51-200 | Exact match | 77 contacts → |
“Valutico is the world’s leading valuation platform.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Rasyonetrasyonet.com.trHQ: Resitpasa, TürkiyeReported employees: 51-200 | Resitpasa, Türkiye | 51-200 | Exact match | 68 contacts → |
“For over two decades, we've been delivering cutting-edge financial analysis software solutions to investment professionals across brokerage houses, banks, and asset management…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  マネーツリー・moneytreegetmoneytree.comHQ: 港区, JapanReported employees: 51-200 | 港区, Japan | 51-200 | Exact match | 65 contacts → |
“Moneytree is a fintech company with a diverse and global culture, founded in 2012 with the mission of empowering people to harness the power of data.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Lydians Sistemas DE Informaçãolydians.com.brHQ: São Leopoldo, BrazilReported employees: 51-200 | São Leopoldo, Brazil | 51-200 | Exact match | 54 contacts → |
“Com mais de 27 anos de experiência no mercado financeiro, a Lydians se dedica a criar softwares que revolucionam a gestão financeira.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Drahim دراهمdrahim.saHQ: Riyadh, Saudi ArabiaReported employees: 11-50 | Riyadh, Saudi Arabia | 11-50 | Exact match | 52 contacts → |
“Drahim is a 100% Saudi financial technology company (FinTech) established in the city of Riyadh in August 2021.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Ignosis AIignosis.aiHQ: Ahmedabad, IndiaReported employees: 51-200 | Ahmedabad, India | 51-200 | Exact match | 48 contacts → |
“Providing Financial Data Intelligence and actionable Insights to BFSI.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  SAVsav.moneyHQ: Dubai, United Arab EmiratesReported employees: 11-50 | Dubai, United Arab Emirates | 11-50 | Exact match | 47 contacts → |
“Sav is your all-in-one money app.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Asset-Mapasset-map.comHQ: Philadelphia, PA, United StatesReported employees: 11-50 | Philadelphia, PA, United States | 11-50 | Exact match | 42 contacts → |
“Founded by Certified Financial Planning Practitioner H.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Hypoporthypoport.nlHQ: Amsterdam, NetherlandsReported employees: 11-50 | Amsterdam, Netherlands | 11-50 | Exact match | 42 contacts → |
“We create FinTech software to enable day-to-day operational processes related to valuation, risk management, monitoring and administration, compliance, data analysis and reporting…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | JAY Solutionsjaysolutions.com HQ: Helsinki, FinlandReported employees: 11-50 | Helsinki, Finland | 11-50 | Exact match | 38 contacts → |
“With the mission to transform the management of wealth for individuals and businesses alike, our cutting-edge solution seamlessly integrates a wide range of financial data and…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Hiatushiatusapp.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 38 contacts → |
“Hiatus was founded in 2016 in order to democratize financial advice.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 606 company matches
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Financial aggregation software companies: dataset insights
October 1, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
605 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 606 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 1, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial aggregation software companies by location
5 lists · largest firstEvery Financial aggregation software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial aggregation software companies based in the United States118
- Financial aggregation software companies based in India46
- Financial aggregation software companies based in the United Kingdom35
- Financial aggregation software companies based in Brazil33
Cities
Questions about this company list
What does Exact match mean for financial aggregation software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial aggregation software companies did RevenueBase find worldwide?
The saved snapshot records 606 matching company records, 21,867 tracked contacts and 8,338 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 1, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 financial aggregation software companies worldwide. Snapshot: October 1, 2026. https://revenuebase.ai/companies/browse/financial-aggregation-software-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 financial aggregation software companies worldwide
RevenueBase records 606 matching company records for financial aggregation software companies worldwide, with 21,867 tracked contacts and 8,338 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 1, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial aggregation software companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Factsetfactset.com HQ: Norwalk, CT, United StatesReported employees: 10001+ | Norwalk, CT, United States | 10001+ | Exact match | 13,385 contacts → |
“FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Personal Capitalpersonalcapital.com HQ: Redwood City, CA, United StatesReported employees: 201-500 | Redwood City, CA, United States | 201-500 | Exact match | 1,168 contacts → |
“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | FIfi.money HQ: Bangalore, IndiaReported employees: 201-500 | Bangalore, India | 201-500 | Exact match | 938 contacts → |
“Fi Money is on a path to revolutionise the way the next generation of Indians handle their money.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Jupiterjupiter.money HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 691 contacts → |
“Jupiter is an all things money app with one simple aim – to deliver a financial experience that keeps pace with you.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Numerixnumerix.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 478 contacts → |
“Since our founding in 1996, we have been at the vanguard of financial technology, providing groundbreaking expertise, quantitative analytics and software that redefines pricing…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Königswege Gmbhkoenigswege.com HQ: Heidelberg, GermanyReported employees: 201-500 | Heidelberg, Germany | 201-500 | Exact match | 309 contacts → |
“Wir sind eines der modernsten und unabhängigsten Finanzdienstleistungsunternehmen Deutschlands und bieten durch unser breites Spektrum an Software- und Vergleichslösungen die…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Rocket Moneyrocketmoney.com HQ: Silver Spring, MD, United StatesReported employees: 201-500 | Silver Spring, MD, United States | 201-500 | Exact match | 286 contacts → |
“Rocket Money is a leading personal finance app with a mission to help everyone money.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Accesstageaccesstage.com.br HQ: São Paulo, BrazilReported employees: 201-500 | São Paulo, Brazil | 201-500 | Exact match | 261 contacts → |
“Our mission is to bring financial prosperity to businesses!” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Albertalbert.com HQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 260 contacts → |
“We believe in making money simple.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | PCR Financial Aggregationpcrinsights.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 199 contacts → |
“PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Quantumquantumfinance.com.br HQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 173 contacts → |
“Quantum is an independent company present in the market since aimed to provide solutions for accessing, analyzing, and monitoring financial information in an easy, consistent and…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Monarchmonarch.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 145 contacts → |
“Monarch is the most comprehensive platform for managing your personal finances.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | FINOfino.group HQ: Kassel, GermanyReported employees: 51-200 | Kassel, Germany | 51-200 | Exact match | 104 contacts → |
“fino is a German-based tech startup that provides market-leading products based on bank account and document aggregation and analytics.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Ausloans Finance Groupausloans.com.au HQ: Arundel, AustraliaReported employees: 51-200 | Arundel, Australia | 51-200 | Exact match | 94 contacts → |
“We are the largest privately-owned finance brokerage and aggregation business in Australia.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Valuticovalutico.com HQ: Vienna, AustriaReported employees: 51-200 | Vienna, Austria | 51-200 | Exact match | 77 contacts → |
“Valutico is the world’s leading valuation platform.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Rasyonetrasyonet.com.tr HQ: Resitpasa, TürkiyeReported employees: 51-200 | Resitpasa, Türkiye | 51-200 | Exact match | 68 contacts → |
“For over two decades, we've been delivering cutting-edge financial analysis software solutions to investment professionals across brokerage houses, banks, and asset management…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | マネーツリー・moneytreegetmoneytree.com HQ: 港区, JapanReported employees: 51-200 | 港区, Japan | 51-200 | Exact match | 65 contacts → |
“Moneytree is a fintech company with a diverse and global culture, founded in 2012 with the mission of empowering people to harness the power of data.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Lydians Sistemas DE Informaçãolydians.com.br HQ: São Leopoldo, BrazilReported employees: 51-200 | São Leopoldo, Brazil | 51-200 | Exact match | 54 contacts → |
“Com mais de 27 anos de experiência no mercado financeiro, a Lydians se dedica a criar softwares que revolucionam a gestão financeira.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Drahim دراهمdrahim.sa HQ: Riyadh, Saudi ArabiaReported employees: 11-50 | Riyadh, Saudi Arabia | 11-50 | Exact match | 52 contacts → |
“Drahim is a 100% Saudi financial technology company (FinTech) established in the city of Riyadh in August 2021.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Ignosis AIignosis.ai HQ: Ahmedabad, IndiaReported employees: 51-200 | Ahmedabad, India | 51-200 | Exact match | 48 contacts → |
“Providing Financial Data Intelligence and actionable Insights to BFSI.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | SAVsav.money HQ: Dubai, United Arab EmiratesReported employees: 11-50 | Dubai, United Arab Emirates | 11-50 | Exact match | 47 contacts → |
“Sav is your all-in-one money app.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Asset-Mapasset-map.com HQ: Philadelphia, PA, United StatesReported employees: 11-50 | Philadelphia, PA, United States | 11-50 | Exact match | 42 contacts → |
“Founded by Certified Financial Planning Practitioner H.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Hypoporthypoport.nl HQ: Amsterdam, NetherlandsReported employees: 11-50 | Amsterdam, Netherlands | 11-50 | Exact match | 42 contacts → |
“We create FinTech software to enable day-to-day operational processes related to valuation, risk management, monitoring and administration, compliance, data analysis and reporting…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | JAY Solutionsjaysolutions.com HQ: Helsinki, FinlandReported employees: 11-50 | Helsinki, Finland | 11-50 | Exact match | 38 contacts → |
“With the mission to transform the management of wealth for individuals and businesses alike, our cutting-edge solution seamlessly integrates a wide range of financial data and…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Hiatushiatusapp.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 38 contacts → |
“Hiatus was founded in 2016 in order to democratize financial advice.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 606 company matches
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Financial aggregation software companies: dataset insights
October 1, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
605 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 606 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 1, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial aggregation software companies by location
5 lists · largest firstEvery Financial aggregation software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial aggregation software companies based in the United States118
- Financial aggregation software companies based in India46
- Financial aggregation software companies based in the United Kingdom35
- Financial aggregation software companies based in Brazil33
Cities
Questions about this company list
What does Exact match mean for financial aggregation software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial aggregation software companies did RevenueBase find worldwide?
The saved snapshot records 606 matching company records, 21,867 tracked contacts and 8,338 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 1, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 financial aggregation software companies worldwide. Snapshot: October 1, 2026. https://revenuebase.ai/companies/browse/financial-aggregation-software-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗