Company lists · Data refreshed November 2026
Top 25 Financial aggregation platforms based in the United States
RevenueBase identified 144 company matches for financial aggregation platforms associated with the United States as of November 2026 and tracks 7,662 professional contacts across them, including 3,064 with verified work emails. New York is the largest hub.
This list covers company matches for financial aggregation platforms 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 November 5, 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.
The 25 largest financial aggregation platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,836 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 1,247 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 683 contacts → | ||||
Exact match “MX Technologies, Inc.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 566 contacts → | ||||
Exact match “Finicity, a Mastercard company, helps individuals, families, and organizations make smarter financial decisions through safe and secure access to fast, high-quality data.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 535 contacts → | ||||
Exact match “Curinos empowers financial institutions to make decisions with confidence, turning insight into bottom-line impact, deeper customer relationships, and profitable growth.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 493 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 438 contacts → | ||||
Exact match “Kinective is leading the way to Intelligent Banking.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 237 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 185 contacts → | ||||
Exact match “Monarch is the most comprehensive platform for managing your personal finances.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 169 contacts → | ||||
Exact match “Solovis is leading fintech innovation for institutional investors with a powerful cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 127 contacts → | ||||
Exact match “Since 2003, we have dedicated our talents toward building a leading-edge platform integrating consumers with their banks, creditors and other institutions so that they can…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 121 contacts → | ||||
Exact match “Found.com was built to give small business owners the financial tools they need to do what they do best.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 91 contacts → | ||||
Exact match “Atomic transforms digital banking from a place to monitor finances into a place to take actions on them.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 89 contacts → | ||||
Exact match “Open finance is your most underutilized asset.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 62 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 32 contacts → | ||||
Exact match “Marstone is a leading digital wealth management platform with a mission to enhance financial literacy, deepen financial inclusion, and humanize finance for all.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 25 contacts → | ||||
Exact match “SAVVI is a leading technology-enabled financial wellness platform that allows people to easily plan, manage and track their full financial picture in minutes.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 22 contacts → | ||||
Exact match “Copia’s WealthOS gives wealth owners & managers the ability to analyze, track and engage with all their assets.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 20 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 19 contacts → | ||||
Exact match “Mission: To empower investors with a streamlined, digital platform for comprehensive wealth management.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 18 contacts → | ||||
Exact match “Pngme enables one-click data sharing, real time insights, and credit scoring for financial institutions.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 16 contacts → | ||||
Exact match “Wellthi is a global financial technology company that helps financial institutions drive loyalty, engagement, and conversion, while giving people and businesses better tools to…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 15 contacts → | ||||
Exact match “FinGoal's Insight Platform sits on top of digital banking and finance data.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 15 contacts → | ||||
Exact match “Institutional data platform for digital assets.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 14 contacts → | ||||
Exact match “Monit is an award-winning financial intelligence platform for leading financial institutions who want to provide business customers with embedded ‘digital CFO’ tools and enhanced…” Recorded in the RevenueBase company graph · Nov 5, 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 platforms”. 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 144 financial aggregation platforms based in the United States
See the full list, filter by size, metro and specialty, and access 3,064 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial aggregation platforms based in the United States at a glance
As of Nov 5, 2026Companies by employee count
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 144 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 “financial aggregation platforms” 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 3,064 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 November 5, 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 “financial aggregation platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial aggregation platforms are there based in the United States?
RevenueBase identified 144 company matches for financial aggregation platforms associated with the United States as of November 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 financial aggregation platforms?
New York leads with 24 company records, followed by San Francisco (15) and Austin (8).
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 3,064 professional contacts with verified work emails tracked across these 144 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 November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 144 financial aggregation platforms based in the United States. Start with a free account, no credit card.
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Financial aggregation platforms by geography
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial aggregation platforms based in the United Kingdom
- Financial aggregation platforms based in Brazil
- Financial aggregation platforms based in India
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Fintech companies based in the United States
Company intelligence · public preview
Top 25 financial aggregation platforms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 144 matching company records for financial aggregation platforms based in the United States, with 7,662 tracked contacts and 3,064 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: November 5, 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 platforms based in the United States
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 |  PLAIDplaid.comHQ: San Francisco, UT, United StatesReported employees: 501-1,000 | San Francisco, UT, United States | 501-1,000 | Exact match | 1,836 contacts → |
“Plaid is a data network that powers the tools millions of people rely on to live a healthier financial life.” Recorded description excerpt · November 5, 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 | 1,247 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  MXmx.comHQ: Lehi, UT, United StatesReported employees: 501-1,000 | Lehi, UT, United States | 501-1,000 | Exact match | 683 contacts → |
“MX Technologies, Inc.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Finicity, A Mastercard Companymastercard.comHQ: Murray, UT, United StatesReported employees: 501-1,000 | Murray, UT, United States | 501-1,000 | Exact match | 566 contacts → |
“Finicity, a Mastercard company, helps individuals, families, and organizations make smarter financial decisions through safe and secure access to fast, high-quality data.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Curinoscurinos.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 535 contacts → |
“Curinos empowers financial institutions to make decisions with confidence, turning insight into bottom-line impact, deeper customer relationships, and profitable growth.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Envestnet Yodlee Indiayodlee.comHQ: Redwood City, United StatesReported employees: 1,001-5,000 | Redwood City, United States | 1,001-5,000 | Exact match | 493 contacts → |
“Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Kinectivekinective.ioHQ: Gilbert, AZ, United StatesReported employees: 501-1,000 | Gilbert, AZ, United States | 501-1,000 | Exact match | 438 contacts → |
“Kinective is leading the way to Intelligent Banking.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  PCR Financial Aggregationpcrinsights.comHQ: New York, CT, United StatesReported employees: 51-200 | New York, CT, United States | 51-200 | Exact match | 237 contacts → |
“PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Monarchmonarch.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 185 contacts → |
“Monarch is the most comprehensive platform for managing your personal finances.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Solovissolovis.comHQ: Irving, TX, United StatesReported employees: 201-500 | Irving, TX, United States | 201-500 | Exact match | 169 contacts → |
“Solovis is leading fintech innovation for institutional investors with a powerful cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Consumerdirect, INCconsumerdirect.comHQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 127 contacts → |
“Since 2003, we have dedicated our talents toward building a leading-edge platform integrating consumers with their banks, creditors and other institutions so that they can…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  FOUNDfound.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 121 contacts → |
“Found.com was built to give small business owners the financial tools they need to do what they do best.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Atomicatomic.financialHQ: Salt Lake City, UT, United StatesReported employees: 51-200 | Salt Lake City, UT, United States | 51-200 | Exact match | 91 contacts → |
“Atomic transforms digital banking from a place to monitor finances into a place to take actions on them.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  AKOYAakoya.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 89 contacts → |
“Open finance is your most underutilized asset.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Validifivalidifi.comHQ: Alpharetta, SD, United StatesReported employees: 11-50 | Alpharetta, SD, United States | 11-50 | Exact match | 62 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Marstone, INCmarstone.comHQ: Providence, NY, United StatesReported employees: 11-50 | Providence, NY, United States | 11-50 | Exact match | 32 contacts → |
“Marstone is a leading digital wealth management platform with a mission to enhance financial literacy, deepen financial inclusion, and humanize finance for all.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Savvi Financialsavvifi.comHQ: Waltham, MA, United StatesReported employees: 11-50 | Waltham, MA, United States | 11-50 | Exact match | 25 contacts → |
“SAVVI is a leading technology-enabled financial wellness platform that allows people to easily plan, manage and track their full financial picture in minutes.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Copia Wealth Studioscopiawealthstudios.comHQ: Slackhq, United StatesReported employees: 11-50 | Slackhq, United States | 11-50 | Exact match | 22 contacts → |
“Copia’s WealthOS gives wealth owners & managers the ability to analyze, track and engage with all their assets.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Capsynccapsync.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 20 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  VYZERvyzer.coHQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 19 contacts → |
“Mission: To empower investors with a streamlined, digital platform for comprehensive wealth management.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  PNGMEpngme.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 18 contacts → |
“Pngme enables one-click data sharing, real time insights, and credit scoring for financial institutions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Wellthiwellthiapp.comHQ: Tysons, VA, United StatesReported employees: 11-50 | Tysons, VA, United States | 11-50 | Exact match | 16 contacts → |
“Wellthi is a global financial technology company that helps financial institutions drive loyalty, engagement, and conversion, while giving people and businesses better tools to…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Fingoalfingoal.comHQ: Boulder, CO, United StatesReported employees: 11-50 | Boulder, CO, United States | 11-50 | Exact match | 15 contacts → |
“FinGoal's Insight Platform sits on top of digital banking and finance data.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Artemisartemis.xyzHQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 15 contacts → |
“Institutional data platform for digital assets.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  MONITmonitapp.ioHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 14 contacts → |
“Monit is an award-winning financial intelligence platform for leading financial institutions who want to provide business customers with embedded ‘digital CFO’ tools and enhanced…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 144 company matches
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Financial aggregation platforms: dataset insights
November 5, 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
144 records in the displayed employee bands.
0 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 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 144 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: November 5, 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 ↗
Questions about this company list
What does Exact match mean for financial aggregation platforms?
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 platforms did RevenueBase find based in the United States?
The saved snapshot records 144 matching company records, 7,662 tracked contacts and 3,064 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: November 5, 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.
Related lists
Financial aggregation platforms by geography
Cite this list
RevenueBase Data Team. Top 25 financial aggregation platforms based in the United States. Snapshot: November 5, 2026. https://revenuebase.ai/companies/financial-aggregation-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial aggregation platforms based in the United Kingdom
- Financial aggregation platforms based in Brazil
- Financial aggregation platforms based in India
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Fintech companies based in the United States
Company intelligence · public preview
Top 25 financial aggregation platforms based in the United States
RevenueBase records 144 matching company records for financial aggregation platforms based in the United States, with 7,662 tracked contacts and 3,064 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: November 5, 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 platforms based in the United States
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 | PLAIDplaid.com HQ: San Francisco, UT, United StatesReported employees: 501-1,000 | San Francisco, UT, United States | 501-1,000 | Exact match | 1,836 contacts → |
“Plaid is a data network that powers the tools millions of people rely on to live a healthier financial life.” Recorded description excerpt · November 5, 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 | 1,247 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | MXmx.com HQ: Lehi, UT, United StatesReported employees: 501-1,000 | Lehi, UT, United States | 501-1,000 | Exact match | 683 contacts → |
“MX Technologies, Inc.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Finicity, A Mastercard Companymastercard.com HQ: Murray, UT, United StatesReported employees: 501-1,000 | Murray, UT, United States | 501-1,000 | Exact match | 566 contacts → |
“Finicity, a Mastercard company, helps individuals, families, and organizations make smarter financial decisions through safe and secure access to fast, high-quality data.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Curinoscurinos.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 535 contacts → |
“Curinos empowers financial institutions to make decisions with confidence, turning insight into bottom-line impact, deeper customer relationships, and profitable growth.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Envestnet Yodlee Indiayodlee.com HQ: Redwood City, United StatesReported employees: 1,001-5,000 | Redwood City, United States | 1,001-5,000 | Exact match | 493 contacts → |
“Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Kinectivekinective.io HQ: Gilbert, AZ, United StatesReported employees: 501-1,000 | Gilbert, AZ, United States | 501-1,000 | Exact match | 438 contacts → |
“Kinective is leading the way to Intelligent Banking.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | PCR Financial Aggregationpcrinsights.com HQ: New York, CT, United StatesReported employees: 51-200 | New York, CT, United States | 51-200 | Exact match | 237 contacts → |
“PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Monarchmonarch.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 185 contacts → |
“Monarch is the most comprehensive platform for managing your personal finances.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Solovissolovis.com HQ: Irving, TX, United StatesReported employees: 201-500 | Irving, TX, United States | 201-500 | Exact match | 169 contacts → |
“Solovis is leading fintech innovation for institutional investors with a powerful cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Consumerdirect, INCconsumerdirect.com HQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 127 contacts → |
“Since 2003, we have dedicated our talents toward building a leading-edge platform integrating consumers with their banks, creditors and other institutions so that they can…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | FOUNDfound.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 121 contacts → |
“Found.com was built to give small business owners the financial tools they need to do what they do best.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Atomicatomic.financial HQ: Salt Lake City, UT, United StatesReported employees: 51-200 | Salt Lake City, UT, United States | 51-200 | Exact match | 91 contacts → |
“Atomic transforms digital banking from a place to monitor finances into a place to take actions on them.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | AKOYAakoya.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 89 contacts → |
“Open finance is your most underutilized asset.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Validifivalidifi.com HQ: Alpharetta, SD, United StatesReported employees: 11-50 | Alpharetta, SD, United States | 11-50 | Exact match | 62 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Marstone, INCmarstone.com HQ: Providence, NY, United StatesReported employees: 11-50 | Providence, NY, United States | 11-50 | Exact match | 32 contacts → |
“Marstone is a leading digital wealth management platform with a mission to enhance financial literacy, deepen financial inclusion, and humanize finance for all.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Savvi Financialsavvifi.com HQ: Waltham, MA, United StatesReported employees: 11-50 | Waltham, MA, United States | 11-50 | Exact match | 25 contacts → |
“SAVVI is a leading technology-enabled financial wellness platform that allows people to easily plan, manage and track their full financial picture in minutes.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Copia Wealth Studioscopiawealthstudios.com HQ: Slackhq, United StatesReported employees: 11-50 | Slackhq, United States | 11-50 | Exact match | 22 contacts → |
“Copia’s WealthOS gives wealth owners & managers the ability to analyze, track and engage with all their assets.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Capsynccapsync.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 20 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | VYZERvyzer.co HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 19 contacts → |
“Mission: To empower investors with a streamlined, digital platform for comprehensive wealth management.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | PNGMEpngme.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 18 contacts → |
“Pngme enables one-click data sharing, real time insights, and credit scoring for financial institutions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Wellthiwellthiapp.com HQ: Tysons, VA, United StatesReported employees: 11-50 | Tysons, VA, United States | 11-50 | Exact match | 16 contacts → |
“Wellthi is a global financial technology company that helps financial institutions drive loyalty, engagement, and conversion, while giving people and businesses better tools to…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Fingoalfingoal.com HQ: Boulder, CO, United StatesReported employees: 11-50 | Boulder, CO, United States | 11-50 | Exact match | 15 contacts → |
“FinGoal's Insight Platform sits on top of digital banking and finance data.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Artemisartemis.xyz HQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 15 contacts → |
“Institutional data platform for digital assets.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | MONITmonitapp.io HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 14 contacts → |
“Monit is an award-winning financial intelligence platform for leading financial institutions who want to provide business customers with embedded ‘digital CFO’ tools and enhanced…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 144 company matches
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Financial aggregation platforms: dataset insights
November 5, 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
144 records in the displayed employee bands.
0 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 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 144 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: November 5, 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 ↗
Questions about this company list
What does Exact match mean for financial aggregation platforms?
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 platforms did RevenueBase find based in the United States?
The saved snapshot records 144 matching company records, 7,662 tracked contacts and 3,064 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: November 5, 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.
Related lists
Financial aggregation platforms by geography
Cite this list
RevenueBase Data Team. Top 25 financial aggregation platforms based in the United States. Snapshot: November 5, 2026. https://revenuebase.ai/companies/financial-aggregation-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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