Company lists · Data refreshed September 2026

Top 25 Financial aggregation software companies worldwide

RevenueBase identified 227 financial aggregation software companies worldwide as of September 2026 and tracks 6,804 professional contacts across them, including 1,686 with verified work emails and 1,071 with mobile numbers. The United States is the largest market and New York the largest hub.

This list covers financial aggregation software companies 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 software companies 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.

How to read this list RevenueBase Smart Search rating on every row Refreshed Sep 2, 2026 86% judged on-target in blind review
227Companies
6,804Contacts tracked
1,686Verified emails
1,071Mobile numbers
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The 25 largest financial aggregation software companies worldwide

Ranked by team size
Top 25 of 227 financial aggregation software companies worldwide, ranked by team size, largest first. Data refreshed Sep 2, 2026. RevenueBase Smart Search rates how each company's information relates to financial aggregation software companies: 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 evidenceAtlanta, GA, US201-5001,154 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, 2026
2Indirect evidenceBangalore, IndiaHQ checked Sep 2, 2026201-500938 contacts →

Indirect evidence

“Fi Money is on a path to revolutionise the way the next generation of Indians handle their money.”

Source: RevenueBase Database · checked Sep 2, 2026
3Partial evidenceSan Mateo, CA, US1,001-5,000708 contacts →

Partial evidence

“Freedom Financial Network is a leading digital personal finance company, built to help people.”

Source: RevenueBase Database · checked Sep 2, 2026
4Partial evidenceMumbai, IndiaHQ checked Sep 2, 2026501-1,000691 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, 2026
5Strong evidenceCharlotte, NC, US201-500477 contacts →

Strong evidence

“Since our founding in 1996, we have been at the vanguard of financial technology, providing groundbreaking expertise, quantitative analytics and software that redefines pricing…”

Source: RevenueBase Database · checked Sep 2, 2026
6Indirect evidenceSilver Spring, MD, US201-500289 contacts →

Indirect evidence

“Rocket Money is a leading personal finance app with a mission to help everyone money.”

Source: RevenueBase Database · checked Sep 2, 2026
7Partial evidenceSao Paulo, BR201-500258 contacts →

Partial evidence

“Our mission is to bring financial prosperity to businesses!”

Source: RevenueBase Database · checked Sep 2, 2026
8Indirect evidenceLos Angeles, CA, US51-200255 contacts →

Indirect evidence

“We believe in making money simple.”

Source: RevenueBase Database · checked Sep 2, 2026
9Strong evidenceNew York, NY, US51-200199 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, 2026
10Partial evidenceSao Paulo, BR51-200171 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 2, 2026
11Indirect evidenceSan Francisco, CA, US51-200143 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
12Partial evidenceBoston, MA, US51-200121 contacts →

Partial evidence

“Origin is your personal AI financial advisor.”

Source: RevenueBase Database · checked Sep 2, 2026
13Partial evidenceSan Francisco, CA, US51-20056 contacts →

Partial evidence

“We’re on a mission to make financial health effortless for everyone.”

Source: RevenueBase Database · checked Sep 2, 2026
14Partial evidenceSao Leopoldo, BR51-20053 contacts →

Partial evidence

“Com mais de 27 anos de experiência no mercado financeiro, a Lydians se dedica a criar softwares que revolucionam a gestão financeira.”

Source: RevenueBase Database · checked Sep 2, 2026
15Partial evidenceAhmedabad, IndiaHQ checked Sep 2, 202651-20048 contacts →

Partial evidence

“Providing Financial Data Intelligence and actionable Insights to BFSI.”

Source: RevenueBase Database · checked Sep 2, 2026
16Partial evidencePhiladelphia, PA, US11-5041 contacts →

Partial evidence

“Founded by Certified Financial Planning Practitioner H.”

Source: RevenueBase Database · checked Sep 2, 2026
17Partial evidenceNew York, NY, US11-5038 contacts →

Partial evidence

“Hiatus was founded in 2016 in order to democratize financial advice.”

Source: RevenueBase Database · checked Sep 2, 2026
18Partial evidenceSao Paulo, BR11-5037 contacts →

Partial evidence

“A ZAP SISTEMAS, através da longa experiência de seus sócios e colaboradores, atua no mercado financeiro no desenvolvimento de softwares de gestão financeira através de suas três…”

Source: RevenueBase Database · checked Sep 2, 2026
19Indirect evidenceNew York, NY, US11-5035 contacts →

Indirect evidence

“Navigate your finances with confidence.”

Source: RevenueBase Database · checked Sep 2, 2026
20Indirect evidenceLondon, GB11-5029 contacts →

Indirect evidence

“Take control of your money.”

Source: RevenueBase Database · checked Sep 2, 2026
21Indirect evidenceFortaleza, BR51-20022 contacts →

Indirect evidence

“A Mobills é uma empresa de tecnologia com soluções para suas finanças.”

Source: RevenueBase Database · checked Sep 2, 2026
22Partial evidenceNew Delhi, IndiaHQ checked Sep 2, 202611-5021 contacts →

Partial evidence

“We believe financial well-being should be accessible to everyone, regardless of financial background or expertise.”

Source: RevenueBase Database · checked Sep 2, 2026
23Partial evidenceSao Paulo, BR11-5019 contacts →

Partial evidence

“O CalcBank é um software desenvolvido por especialistas em tesouraria corporativa e mercado financeiro, criado para empresas não financeiras que operam crédito, SWAP e NDF.”

Source: RevenueBase Database · checked Sep 2, 2026
24Partial evidenceChennai, IndiaHQ checked Sep 2, 202611-5019 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, 2026
25Indirect evidenceSao Paulo, BR11-5018 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, 2026

Showing 25 of 227 financial aggregation software companies worldwide

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Financial aggregation software companies worldwide at a glance

As of Sep 2, 2026
24.8%Verified-email coverage
15.7%Mobile-number coverage
30.0Average contacts per company
1-10Median size (employees)
11.0%Largest-city concentration · New York
Sep 2, 2026Page data refreshed

Companies by employee count

1-10
144
11-50
56
51-200
17
201-500
6
501-1,000
2
1,001-5,000
1

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 software companies, 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 software companies are linked below.
What qualifies
Companies worldwide whose own description of what they do matches “financial aggregation software companies”. 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 software companies), 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 software companies, 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, 1,686 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 software companies by location

4 lists · largest first

Every 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

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 software companies, 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 software companies are there worldwide?

RevenueBase identified 227 financial aggregation software companies 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 software companies?

The United States leads with 118 companies, followed by India (41) 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 25 headquartered companies, followed by London (20) and Sao Paulo (13).

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 1,686 verified decision-maker contacts tracked across these 227 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.