Company lists · Data refreshed September 2026

Top 25 Financial aggregation platforms based in the United States

Name: Financial aggregation platforms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 2, 2026 91 companies tracked

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, its RevenueBase Smart Search rating, 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 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

91Companies

2,734Contacts tracked

421Verified emails

424Mobile numbers

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The 25 largest financial aggregation platforms based in the United States

Ranked by team size

Top 25 of 91 financial aggregation platforms based in the United States, ranked by team size, largest first. Data refreshed Sep 2, 2026. RevenueBase Smart Search rates how each company's information relates to financial aggregation platforms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Personal Capital	Indirect evidence	Atlanta, GA, United States	201-500	1,154 contacts →
	Indirect evidence “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Source: RevenueBase Database · checked Sep 2, 2026
2	Envestnet Yodlee India	Strong evidence	London, United States	1,001-5,000	488 contacts →
	Strong evidence “Envestnet \| Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Source: RevenueBase Database · checked Sep 2, 2026
3	PCR Financial Aggregation	Strong evidence	New York, NY, United States	51-200	199 contacts →
	Strong evidence “PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry.” Source: RevenueBase Database · checked Sep 2, 2026
4	Monarch	Partial evidence	San Francisco, CA, United States	51-200	143 contacts →
	Partial evidence “Monarch is the most comprehensive platform for managing your personal finances.” Source: RevenueBase Database · checked Sep 2, 2026
5	Solovis	Partial evidence	Irving, TX, United States	201-500	135 contacts →
	Partial evidence “Solovis is leading fintech innovation for institutional investors with a powerful cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely…” Source: RevenueBase Database · checked Sep 2, 2026
6	Opensee	Strong evidence	New York, United States	51-200	87 contacts →
	Strong evidence “Opensee is an AI-powered data platform for financial institutions, providing interactive data quality, aggregation, analytics, and reporting.” Source: RevenueBase Database · checked Sep 2, 2026
7	Marstone, INC	Strong evidence	New York, NY, United States	11-50	31 contacts →
	Strong evidence “Marstone is a leading digital wealth management platform with a mission to enhance financial literacy, deepen financial inclusion, and humanize finance for all.” Source: RevenueBase Database · checked Sep 2, 2026
8	Artemis	Partial evidence	New York City, United States	11-50	29 contacts →
	Partial evidence “Artemis is building the open data platform for digital finance, organizing and standardizing the metrics that matter for blockchains, tokens and stablecoins, all in one place.” Source: RevenueBase Database · checked Sep 2, 2026
9	Copia Wealth Studios	Indirect evidence	United States	11-50	23 contacts →
	Indirect evidence “Copia’s WealthOS gives wealth owners & managers the ability to analyze, track and engage with all their assets.” Source: RevenueBase Database · checked Sep 2, 2026
10	Savvi Financial	Strong evidence	Waltham, MA, United States	11-50	23 contacts →
	Strong evidence “SAVVI is a leading technology-enabled financial wellness platform that allows people to easily plan, manage and track their full financial picture in minutes.” Source: RevenueBase Database · checked Sep 2, 2026
11	Capsync	Strong evidence	Miami, FL, United States	11-50	21 contacts →
	Strong evidence “CapSync is a digital personal financial statement platform that empowers estate planners and wealth management teams with real-time data, enabling faster and more efficient…” Source: RevenueBase Database · checked Sep 2, 2026
12	T-Rex	Indirect evidence	New York, NY, United States	51-200	18 contacts →
	Indirect evidence “T-REX has modernized the technological infrastructure for the asset-backed finance ecosystem.” Source: RevenueBase Database · checked Sep 2, 2026
13	MESH	Partial evidence	San Francisco, CA, United States	11-50	17 contacts →
	Partial evidence “Founded in 2020, Mesh aims to build an open, connected, and secure financial ecosystem.” Source: RevenueBase Database · checked Sep 2, 2026
14	nav.it	Indirect evidence	Seattle, WA, United States	1-10	14 contacts →
	Indirect evidence “Originally founded by CEO Erin Papworth and CRO Maia Monell, Nav.it is a diverse team from across the U.S.” Source: RevenueBase Database · checked Sep 2, 2026
15	Quiltt	Indirect evidence	Dallas, TX, United States	11-50	10 contacts →
	Indirect evidence “Unleash the next generation of fintech builders to realize the full promise of open banking.” Source: RevenueBase Database · checked Sep 2, 2026
16	Skyblue Analytics	Indirect evidence	New York, NY, United States	11-50	9 contacts →
	Indirect evidence “Skyblue Analytics: Redefining Fintech Innovation \| Investment Infrastructure.” Source: RevenueBase Database · checked Sep 2, 2026
17	Afterhour	Strong evidence	San Francisco, United States	1-10	8 contacts →
	Strong evidence “AfterHour is the ultimate financial community platform for the internet generation.” Source: RevenueBase Database · checked Sep 2, 2026
18	Fitbux	Indirect evidence	Austin, TX, United States	1-10	8 contacts →
	Indirect evidence “FitBUX takes the concept of a family office for wealthy people and makes it accessible for all.” Source: RevenueBase Database · checked Sep 2, 2026
19	Lucid Finance	Strong evidence	Spanish Fork, UT, United States	1-10	8 contacts →
	Strong evidence “Lucid is an AI-powered personal finance platform that helps individuals understand, manage, and improve their financial health from one unified dashboard.” Source: RevenueBase Database · checked Sep 2, 2026
20	CLB The Community Bank	Indirect evidence	Jonesville, LA, United States	51-200	6 contacts →
	Indirect evidence “Spending.” Source: RevenueBase Database · checked Sep 2, 2026
21	Fina Money	Partial evidence	Austin, TX, United States	1-10	6 contacts →
	Partial evidence “Fina is the most flexible financial tracking tool in the world.” Source: RevenueBase Database · checked Sep 2, 2026
22	Finazon	Partial evidence	San Francisco, CA, United States	1-10	6 contacts →
	Partial evidence “Finazon is a comprehensive financial data marketplace that seamlessly integrates with personal and commercial products.” Source: RevenueBase Database · checked Sep 2, 2026
23	Ledgex	Strong evidence	Framingham, MA, United States	11-50	5 contacts →
	Strong evidence “Ledgex, now part of The Players Impact, is a premier financial technology platform delivering advanced multi-asset portfolio management and data aggregation solutions.” Source: RevenueBase Database · checked Sep 2, 2026
24	Pentadata INC	Strong evidence	Burlingame, CA, United States	1-10	4 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 2, 2026
25	Titans Finance, LLC	Partial evidence	Elk Grove, CA, United States	1-10	4 contacts →
	Partial evidence “Titans Finance empowers users with access to better financial products from the new, open, decentralized marketplaces.” Source: RevenueBase Database · checked Sep 2, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial aggregation platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial aggregation platforms.
Partial evidence: Its own public description names part of financial aggregation platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial aggregation platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 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, 2026

15.4%Verified-email coverage

15.5%Mobile-number coverage

30.0Average contacts per company

1-10Median size (employees)

18.7%Largest-city concentration · New York

Sep 2, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial aggregation platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
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.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial aggregation platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among financial aggregation platforms, and records with no verified work email. 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 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, 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

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial aggregation platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many financial aggregation platforms are there 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 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.