Company lists · Data refreshed September 2026
Top 25 Financial aggregation software companies based in the United States
RevenueBase identified 118 company matches for financial aggregation software companies associated with the United States as of September 2026 and tracks 3,936 professional contacts across them, including 1,177 with verified work emails and 1,049 with mobile numbers. New York is the largest hub.
This list covers company matches for financial aggregation software companies 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 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 software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,154 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 · Sep 2, 2026 · View company records in RevenueBase | |||||
| 2 | 708 contacts → | ||||
Exact match “Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 3 | 477 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 · Sep 2, 2026 · View company records in RevenueBase | |||||
| 4 | 289 contacts → | ||||
Exact match “Rocket Money is a leading personal finance app with a mission to help everyone money.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 5 | 255 contacts → | ||||
Exact match “We believe in making money simple.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 6 | 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 · Sep 2, 2026 · View company records in RevenueBase | |||||
| 7 | 143 contacts → | ||||
Exact match “Monarch is the most comprehensive platform for managing your personal finances.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 8 | 121 contacts → | ||||
Exact match “Origin is your personal AI financial advisor.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 9 | 56 contacts → | ||||
Exact match “We’re on a mission to make financial health effortless for everyone.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 10 | 41 contacts → | ||||
Exact match “Founded by Certified Financial Planning Practitioner H.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 11 | 38 contacts → | ||||
Exact match “Hiatus was founded in 2016 in order to democratize financial advice.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 12 | 35 contacts → | ||||
Exact match “Navigate your finances with confidence.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 13 | 17 contacts → | ||||
Exact match “Qube Money helps people spend intentionally and live freely.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 14 | 14 contacts → | ||||
Exact match “Originally founded by CEO Erin Papworth and CRO Maia Monell, Nav.it is a diverse team from across the U.S.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 15 | 13 contacts → | ||||
Exact match “Finmark, a BILL financial planning and cash flow insights software, simplifies financial planning and cash flow insights for SMBs.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 16 | 10 contacts → | ||||
Exact match “Our exists to enable Gen Z to be rich.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 17 | 9 contacts → | ||||
Exact match “Helix Financial Systems is a leading provider of financial software systems and know-how to the dealer, asset management, securities lending, banking and insurance communities.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 18 | 8 contacts → | ||||
Exact match “Suite, LLC was founded in 2001 to provide Financial Analytic Software and Consulting Services to the Capital Markets sector.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 19 | 8 contacts → | ||||
Exact match “Lucid is an AI-powered personal finance platform that helps individuals understand, manage, and improve their financial health from one unified dashboard.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “Track all your wealth.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “Fina is the most flexible financial tracking tool in the world.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “No one should be at a disadvantage when it comes to their mortgage assets.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 2, 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 118 financial aggregation software companies based in the United States
See the full list, filter by size, metro and specialty, and access 1,177 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial aggregation software companies based in the United States at a glance
As of Sep 2, 2026Companies by employee count
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 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. 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 1,177 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 September 2, 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 metro
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 based in the United States?
RevenueBase identified 118 company matches for financial aggregation software companies associated with the United States as of September 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?
Personal Capital tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial aggregation software companies?
New York leads with 27 company records, followed by San Francisco (10) and Chicago (5).
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 1,177 professional contacts with verified work emails tracked across these 118 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 September 2, 2026.
Ready to reach these companies? Verified emails and direct dials for all 118 financial aggregation software companies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Financial aggregation software companies 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 software companies based in the United Kingdom
- Financial aggregation software companies based in Brazil
- Financial aggregation software companies based in New York, United States
- Financial aggregation software companies based in India
- AI companies based in the United States
- Cybersecurity companies based in the United States
Company intelligence · public preview
Top 25 financial aggregation software companies 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 118 matching company records for financial aggregation software companies based in the United States, with 3,936 tracked contacts and 1,177 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: September 2, 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 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 |  Personal Capitalpersonalcapital.comHQ: HQ not recorded; location: Atlanta, GA, United StatesReported employees: 201-500 | HQ not recorded; location: Atlanta, GA, United States | 201-500 | Exact match | 1,154 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 · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Freedom Financial Networkfreedomfinancialnetwork.comHQ: HQ not recorded; location: San Mateo, CA, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: San Mateo, CA, United States | 1,001-5,000 | Exact match | 708 contacts → |
“Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Numerixnumerix.comHQ: HQ not recorded; location: Charlotte, NC, United StatesReported employees: 201-500 | HQ not recorded; location: Charlotte, NC, United States | 201-500 | Exact match | 477 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 · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Rocket Moneyrocketmoney.comHQ: HQ not recorded; location: Silver Spring, MD, United StatesReported employees: 201-500 | HQ not recorded; location: Silver Spring, MD, United States | 201-500 | Exact match | 289 contacts → |
“Rocket Money is a leading personal finance app with a mission to help everyone money.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Albertalbert.comHQ: HQ not recorded; location: Los Angeles, CA, United StatesReported employees: 51-200 | HQ not recorded; location: Los Angeles, CA, United States | 51-200 | Exact match | 255 contacts → |
“We believe in making money simple.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  PCR Financial Aggregationpcrinsights.comHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 51-200 | HQ not recorded; location: 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 · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Monarchmonarch.comHQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 51-200 | HQ not recorded; location: San Francisco, CA, United States | 51-200 | Exact match | 143 contacts → |
“Monarch is the most comprehensive platform for managing your personal finances.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Originuseorigin.comHQ: HQ not recorded; location: Boston, MA, United StatesReported employees: 51-200 | HQ not recorded; location: Boston, MA, United States | 51-200 | Exact match | 121 contacts → |
“Origin is your personal AI financial advisor.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  DIGITdigit.coHQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 51-200 | HQ not recorded; location: San Francisco, CA, United States | 51-200 | Exact match | 56 contacts → |
“We’re on a mission to make financial health effortless for everyone.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Asset-Mapasset-map.comHQ: HQ not recorded; location: Philadelphia, PA, United StatesReported employees: 11-50 | HQ not recorded; location: Philadelphia, PA, United States | 11-50 | Exact match | 41 contacts → |
“Founded by Certified Financial Planning Practitioner H.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Hiatushiatusapp.comHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 11-50 | HQ not recorded; location: 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 · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Copilot Moneycopilot.moneyHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 11-50 | HQ not recorded; location: New York, NY, United States | 11-50 | Exact match | 35 contacts → |
“Navigate your finances with confidence.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Qube Moneyqubemoney.comHQ: HQ not recorded; location: Pleasant Grove, UT, United StatesReported employees: 11-50 | HQ not recorded; location: Pleasant Grove, UT, United States | 11-50 | Exact match | 17 contacts → |
“Qube Money helps people spend intentionally and live freely.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  nav.itnavitmoney.comHQ: HQ not recorded; location: Seattle, WA, United StatesReported employees: 1-10 | HQ not recorded; location: Seattle, WA, United States | 1-10 | Exact match | 14 contacts → |
“Originally founded by CEO Erin Papworth and CRO Maia Monell, Nav.it is a diverse team from across the U.S.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Finmarkfinmark.comHQ: HQ not recorded; location: Raleigh, NC, United StatesReported employees: 11-50 | HQ not recorded; location: Raleigh, NC, United States | 11-50 | Exact match | 13 contacts → |
“Finmark, a BILL financial planning and cash flow insights software, simplifies financial planning and cash flow insights for SMBs.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  OOPSoops.appHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 1-10 | HQ not recorded; location: New York, NY, United States | 1-10 | Exact match | 10 contacts → |
“Our exists to enable Gen Z to be rich.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Helix Financial Systemshelixfs.comHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 11-50 | HQ not recorded; location: New York, NY, United States | 11-50 | Exact match | 9 contacts → |
“Helix Financial Systems is a leading provider of financial software systems and know-how to the dealer, asset management, securities lending, banking and insurance communities.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Suite, LLCsuitellc.comHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 11-50 | HQ not recorded; location: New York, NY, United States | 11-50 | Exact match | 8 contacts → |
“Suite, LLC was founded in 2001 to provide Financial Analytic Software and Consulting Services to the Capital Markets sector.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Lucid Financetrylucidfinance.comHQ: HQ not recorded; location: Spanish Fork, UT, United StatesReported employees: 1-10 | HQ not recorded; location: Spanish Fork, UT, United States | 1-10 | Exact match | 8 contacts → |
“Lucid is an AI-powered personal finance platform that helps individuals understand, manage, and improve their financial health from one unified dashboard.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Exirioexirio.comHQ: HQ not recorded; location: Delaware, DE, United StatesReported employees: 11-50 | HQ not recorded; location: Delaware, DE, United States | 11-50 | Exact match | 7 contacts → |
“Track all your wealth.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Fina Moneyfina.moneyHQ: HQ not recorded; location: Austin, TX, United StatesReported employees: 1-10 | HQ not recorded; location: Austin, TX, United States | 1-10 | Exact match | 6 contacts → |
“Fina is the most flexible financial tracking tool in the world.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Polypaths, LLCpolypaths.comHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 11-50 | HQ not recorded; location: New York, NY, United States | 11-50 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 |  Pentadata INCpentadatainc.comHQ: HQ not recorded; location: Burlingame, CA, United StatesReported employees: 1-10 | HQ not recorded; location: Burlingame, CA, United States | 1-10 | Exact match | 4 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Level1analyticslevel1analytics.comHQ: HQ not recorded; location: Fort Lauderdale, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Fort Lauderdale, FL, United States | 11-50 | Exact match | 3 contacts → |
“No one should be at a disadvantage when it comes to their mortgage assets.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Principia Partnersepsilontg.comHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 51-200 | HQ not recorded; location: New York, NY, United States | 51-200 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 118 company matches
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Financial aggregation software companies: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
118 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.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: September 2, 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 metro
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 based in the United States?
The saved snapshot records 118 matching company records, 3,936 tracked contacts and 1,177 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: September 2, 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 software companies by geography
Cite this list
RevenueBase Data Team. Top 25 financial aggregation software companies based in the United States. Snapshot: September 2, 2026. https://revenuebase.ai/companies/financial-aggregation-software-companies/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 software companies based in the United Kingdom
- Financial aggregation software companies based in Brazil
- Financial aggregation software companies based in New York, United States
- Financial aggregation software companies based in India
- AI companies based in the United States
- Cybersecurity companies based in the United States
Company intelligence · public preview
Top 25 financial aggregation software companies based in the United States
RevenueBase records 118 matching company records for financial aggregation software companies based in the United States, with 3,936 tracked contacts and 1,177 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: September 2, 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 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 | Personal Capitalpersonalcapital.com HQ: HQ not recorded; location: Atlanta, GA, United StatesReported employees: 201-500 | HQ not recorded; location: Atlanta, GA, United States | 201-500 | Exact match | 1,154 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 · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Freedom Financial Networkfreedomfinancialnetwork.com HQ: HQ not recorded; location: San Mateo, CA, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: San Mateo, CA, United States | 1,001-5,000 | Exact match | 708 contacts → |
“Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Numerixnumerix.com HQ: HQ not recorded; location: Charlotte, NC, United StatesReported employees: 201-500 | HQ not recorded; location: Charlotte, NC, United States | 201-500 | Exact match | 477 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 · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Rocket Moneyrocketmoney.com HQ: HQ not recorded; location: Silver Spring, MD, United StatesReported employees: 201-500 | HQ not recorded; location: Silver Spring, MD, United States | 201-500 | Exact match | 289 contacts → |
“Rocket Money is a leading personal finance app with a mission to help everyone money.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Albertalbert.com HQ: HQ not recorded; location: Los Angeles, CA, United StatesReported employees: 51-200 | HQ not recorded; location: Los Angeles, CA, United States | 51-200 | Exact match | 255 contacts → |
“We believe in making money simple.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | PCR Financial Aggregationpcrinsights.com HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 51-200 | HQ not recorded; location: 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 · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Monarchmonarch.com HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 51-200 | HQ not recorded; location: San Francisco, CA, United States | 51-200 | Exact match | 143 contacts → |
“Monarch is the most comprehensive platform for managing your personal finances.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Originuseorigin.com HQ: HQ not recorded; location: Boston, MA, United StatesReported employees: 51-200 | HQ not recorded; location: Boston, MA, United States | 51-200 | Exact match | 121 contacts → |
“Origin is your personal AI financial advisor.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | DIGITdigit.co HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 51-200 | HQ not recorded; location: San Francisco, CA, United States | 51-200 | Exact match | 56 contacts → |
“We’re on a mission to make financial health effortless for everyone.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Asset-Mapasset-map.com HQ: HQ not recorded; location: Philadelphia, PA, United StatesReported employees: 11-50 | HQ not recorded; location: Philadelphia, PA, United States | 11-50 | Exact match | 41 contacts → |
“Founded by Certified Financial Planning Practitioner H.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Hiatushiatusapp.com HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 11-50 | HQ not recorded; location: 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 · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Copilot Moneycopilot.money HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 11-50 | HQ not recorded; location: New York, NY, United States | 11-50 | Exact match | 35 contacts → |
“Navigate your finances with confidence.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Qube Moneyqubemoney.com HQ: HQ not recorded; location: Pleasant Grove, UT, United StatesReported employees: 11-50 | HQ not recorded; location: Pleasant Grove, UT, United States | 11-50 | Exact match | 17 contacts → |
“Qube Money helps people spend intentionally and live freely.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | nav.itnavitmoney.com HQ: HQ not recorded; location: Seattle, WA, United StatesReported employees: 1-10 | HQ not recorded; location: Seattle, WA, United States | 1-10 | Exact match | 14 contacts → |
“Originally founded by CEO Erin Papworth and CRO Maia Monell, Nav.it is a diverse team from across the U.S.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Finmarkfinmark.com HQ: HQ not recorded; location: Raleigh, NC, United StatesReported employees: 11-50 | HQ not recorded; location: Raleigh, NC, United States | 11-50 | Exact match | 13 contacts → |
“Finmark, a BILL financial planning and cash flow insights software, simplifies financial planning and cash flow insights for SMBs.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | OOPSoops.app HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 1-10 | HQ not recorded; location: New York, NY, United States | 1-10 | Exact match | 10 contacts → |
“Our exists to enable Gen Z to be rich.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Helix Financial Systemshelixfs.com HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 11-50 | HQ not recorded; location: New York, NY, United States | 11-50 | Exact match | 9 contacts → |
“Helix Financial Systems is a leading provider of financial software systems and know-how to the dealer, asset management, securities lending, banking and insurance communities.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Suite, LLCsuitellc.com HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 11-50 | HQ not recorded; location: New York, NY, United States | 11-50 | Exact match | 8 contacts → |
“Suite, LLC was founded in 2001 to provide Financial Analytic Software and Consulting Services to the Capital Markets sector.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Lucid Financetrylucidfinance.com HQ: HQ not recorded; location: Spanish Fork, UT, United StatesReported employees: 1-10 | HQ not recorded; location: Spanish Fork, UT, United States | 1-10 | Exact match | 8 contacts → |
“Lucid is an AI-powered personal finance platform that helps individuals understand, manage, and improve their financial health from one unified dashboard.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Exirioexirio.com HQ: HQ not recorded; location: Delaware, DE, United StatesReported employees: 11-50 | HQ not recorded; location: Delaware, DE, United States | 11-50 | Exact match | 7 contacts → |
“Track all your wealth.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Fina Moneyfina.money HQ: HQ not recorded; location: Austin, TX, United StatesReported employees: 1-10 | HQ not recorded; location: Austin, TX, United States | 1-10 | Exact match | 6 contacts → |
“Fina is the most flexible financial tracking tool in the world.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Polypaths, LLCpolypaths.com HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 11-50 | HQ not recorded; location: New York, NY, United States | 11-50 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 | Pentadata INCpentadatainc.com HQ: HQ not recorded; location: Burlingame, CA, United StatesReported employees: 1-10 | HQ not recorded; location: Burlingame, CA, United States | 1-10 | Exact match | 4 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Level1analyticslevel1analytics.com HQ: HQ not recorded; location: Fort Lauderdale, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Fort Lauderdale, FL, United States | 11-50 | Exact match | 3 contacts → |
“No one should be at a disadvantage when it comes to their mortgage assets.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Principia Partnersepsilontg.com HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 51-200 | HQ not recorded; location: New York, NY, United States | 51-200 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 118 company matches
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Financial aggregation software companies: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
118 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.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: September 2, 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 metro
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 based in the United States?
The saved snapshot records 118 matching company records, 3,936 tracked contacts and 1,177 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: September 2, 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 software companies by geography
Cite this list
RevenueBase Data Team. Top 25 financial aggregation software companies based in the United States. Snapshot: September 2, 2026. https://revenuebase.ai/companies/financial-aggregation-software-companies/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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