Company lists · Data refreshed September 2026
Top 25 Financial aggregation platforms based in the United States
RevenueBase identified 91 financial aggregation platforms headquartered in the United States as of September 2026 and tracks 2,734 professional contacts across them, including 421 with verified work emails and 424 with mobile numbers. New York is the largest hub.
This list covers financial aggregation platforms headquartered in the United States, 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, how directly it supports the match, and when it was last checked. Data refreshed September 2, 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 | 1,154 | ||||
“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 2 | 488 | ||||
“Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 3 | 199 | ||||
“PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 4 | 143 | ||||
“Monarch is the most comprehensive platform for managing your personal finances.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 5 | SolovisPartial evidence | 135 | |||
“Solovis is leading fintech innovation for institutional investors with a powerful cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 6 | 87 | ||||
“Opensee is an AI-powered data platform for financial institutions, providing interactive data quality, aggregation, analytics, and reporting.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 7 | 31 | ||||
“Marstone is a leading digital wealth management platform with a mission to enhance financial literacy, deepen financial inclusion, and humanize finance for all.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 8 | 29 | ||||
“Artemis is building the open data platform for digital finance, organizing and standardizing the metrics that matter for blockchains, tokens and stablecoins, all in one place.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 9 | 23 | ||||
“Copia’s WealthOS gives wealth owners & managers the ability to analyze, track and engage with all their assets.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 10 | Savvi FinancialStrong evidence | 23 | |||
“SAVVI is a leading technology-enabled financial wellness platform that allows people to easily plan, manage and track their full financial picture in minutes.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 11 | 21 | ||||
“CapSync is a digital personal financial statement platform that empowers estate planners and wealth management teams with real-time data, enabling faster and more efficient…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 12 | T-RexIndirect evidence | 18 | |||
“T-REX has modernized the technological infrastructure for the asset-backed finance ecosystem.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 13 | MESHPartial evidence | 17 | |||
“Founded in 2020, Mesh aims to build an open, connected, and secure financial ecosystem.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 14 | 14 | ||||
“Originally founded by CEO Erin Papworth and CRO Maia Monell, Nav.it is a diverse team from across the U.S.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 15 | 10 | ||||
“Unleash the next generation of fintech builders to realize the full promise of open banking.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 16 | 9 | ||||
“Skyblue Analytics: Redefining Fintech Innovation | Investment Infrastructure.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 17 | 8 | ||||
“AfterHour is the ultimate financial community platform for the internet generation.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 18 | 8 | ||||
“FitBUX takes the concept of a family office for wealthy people and makes it accessible for all.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 19 | 8 | ||||
“Lucid is an AI-powered personal finance platform that helps individuals understand, manage, and improve their financial health from one unified dashboard.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 20 | CLB The Community BankIndirect evidence | 6 | |||
“Spending.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 21 | 6 | ||||
“Fina is the most flexible financial tracking tool in the world.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 22 | 6 | ||||
“Finazon is a comprehensive financial data marketplace that seamlessly integrates with personal and commercial products.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 23 | 5 | ||||
“Ledgex, now part of The Players Impact, is a premier financial technology platform delivering advanced multi-asset portfolio management and data aggregation solutions.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 24 | 4 | ||||
“Pentadata is a financial data orchestration platform that enables enterprises to access, optimize, and activate account-level and alternative financial data through a single API.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 25 | Titans Finance, LLCPartial evidence | 4 | |||
“Titans Finance empowers users with access to better financial products from the new, open, decentralized marketplaces.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
Showing 25 of 91 financial aggregation platforms based in the United States
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Financial aggregation platforms based in the United States at a glance
As of Sep 2, 2026Companies by employee count
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial aggregation platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in the United States whose own description of what they do matches “financial aggregation platforms”. Matching reads each company's description, not its industry code or its name.
- What we exclude
- Companies whose own description does not clearly place them among financial aggregation platforms, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
- 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 an evidence 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, 421 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 on September 2, 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.
Frequently asked
How many financial aggregation platforms are there based in the United States?
RevenueBase identified 91 financial aggregation platforms headquartered in the United States 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 city has the most financial aggregation platforms?
New York leads with 17 headquartered companies, followed by San Francisco (12) and Austin (4).
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 421 verified decision-maker contacts tracked across these 91 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 2, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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