Company lists · Data refreshed September 2026
Top 25 Financial data aggregation companies based in the United States
RevenueBase identified 75 company matches for financial data aggregation companies associated with the United States as of September 2026 and tracks 3,348 professional contacts across them, including 781 with verified work emails. New York is the largest hub.
This list covers company matches for financial data aggregation 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 20, 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 data aggregation companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 759 contacts → | ||||
Exact match “SS & C Technologies has acquired Boston Financial Data Services (BFDS).” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 651 contacts → | ||||
Exact match “MX Technologies, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 612 contacts → | ||||
Exact match “SS & C Technologies has acquired International Financial Data Services (IFDS) in the UK.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 485 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 212 contacts → | ||||
Exact match “Welcome to IDIQ, a distinguished leader in financial intelligence.” Recorded in the RevenueBase company graph · Sep 20, 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 20, 2026 · View company records in RevenueBase | |||||
| 7 | 54 contacts → | ||||
Exact match “We are a fintech company with our top mission to provide high-quality multi-dimensional data services for our clients to make optimized investment decisions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 47 contacts → | ||||
Exact match “Facteus turns everyday payment transactions into clear, privacy-protected signals about real-world spending.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 29 contacts → | ||||
Exact match “At TagniFi we believe great financial data should be accessible to middle-market firms of all sizes.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 28 contacts → | ||||
Exact match “Get the real story on private companies and accelerate the discovery of your next acquisition target or client today!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 25 contacts → | ||||
Exact match “Prism Data translates raw deposit data into actionable insights and scores, powering cash flow underwriting, fraud detection, income verification, and more.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 18 contacts → | ||||
Exact match “Gulp Data is #1 in Data Valuation, Data Loans, and Data Monetization.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 17 contacts → | ||||
Exact match “Bunker is the financial analytics platform that provides modern executives deep visibility of their numbers, with speed.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 16 contacts → | ||||
Exact match “At Ozura, we're pioneering the future of financial services, redefining the way businesses handle payment processing, data aggregation, and banking.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 15 contacts → | ||||
Exact match “Intrinio is a financial data company on a mission to power fintech innovation by providing high-quality data to developers and engineers from fintech companies, large…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 11 contacts → | ||||
Exact match “DataDock Solutions delivers enterprise subscription-based data analytics, reporting, and intelligence software to the financial services industry.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 11 contacts → | ||||
Exact match “Hart Credit Technology is a best-in-class technology company known for providing financial institutions of all sizes and industries with intelligent data, insights, and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 11 contacts → | ||||
Exact match “Unleash the next generation of fintech builders to realize the full promise of open banking.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 10 contacts → | ||||
Exact match “The Powerlytics Data Platform provides the most comprehensive, accurate and granular consumer and business financial data available.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “Finazon is a comprehensive financial data marketplace that seamlessly integrates with personal and commercial products.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match “We believe in the importance of helping clients understand the data behind the balance in your operating account, not just the balance itself.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “In a world brimming with data and complexity, we filter through the noise, extracting clear, actionable insights tailored to your financial goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “Our planning process helps ensure that your financial world is organized, easy to understand and always accessible to you.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 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 20, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “Public Comps is a SaaS company that aggregates accurate, clean and timely financial data on public software companies for benchmarking and comps analysis.” Recorded in the RevenueBase company graph · Sep 20, 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 data aggregation 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 75 financial data aggregation companies based in the United States
See the full list, filter by size, metro and specialty, and access 781 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial data aggregation companies based in the United States at a glance
As of Sep 20, 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 75 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 data aggregation 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 781 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 20, 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 data aggregation companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial data aggregation companies are there based in the United States?
RevenueBase identified 75 company matches for financial data aggregation 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?
Boston Financial Data Services tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial data aggregation companies?
New York leads with 19 company records, followed by San Francisco (5) and Chicago (3).
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 781 professional contacts with verified work emails tracked across these 75 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 75 financial data aggregation companies based in the United States. Start with a free account, no credit card.
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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.
More company lists
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- AI companies based in the United States
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- Real estate companies based in the United States
Company intelligence · public preview
Top 25 financial data aggregation 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 75 matching company records for financial data aggregation companies based in the United States, with 3,348 tracked contacts and 781 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 20, 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 data aggregation 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 |  Boston Financial Data Servicesdstsystems.comHQ: Kansas City, MO, United StatesReported employees: 10001+ | Kansas City, MO, United States | 10001+ | Exact match | 759 contacts → |
“SS & C Technologies has acquired Boston Financial Data Services (BFDS).” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  MXmx.comHQ: Lehi, UT, United StatesReported employees: 501-1,000 | Lehi, UT, United States | 501-1,000 | Exact match | 651 contacts → |
“MX Technologies, Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  International Financial Data Services Ifdsssctech.comHQ: Kansas City, MO, United StatesReported employees: 10001+ | Kansas City, MO, United States | 10001+ | Exact match | 612 contacts → |
“SS & C Technologies has acquired International Financial Data Services (IFDS) in the UK.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Envestnet Yodlee Indiayodlee.comHQ: Redwood City, CA, United StatesReported employees: 1,001-5,000 | Redwood City, CA, United States | 1,001-5,000 | Exact match | 485 contacts → |
“Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  IDIQidiq.comHQ: Temecula, CA, United StatesReported employees: 201-500 | Temecula, CA, United States | 201-500 | Exact match | 212 contacts → |
“Welcome to IDIQ, a distinguished leader in financial intelligence.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  PCR Financial Aggregationpcrinsights.comHQ: New York, NY, United StatesReported employees: 51-200 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Finovaxfinovax.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 54 contacts → |
“We are a fintech company with our top mission to provide high-quality multi-dimensional data services for our clients to make optimized investment decisions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Facteusfacteus.comHQ: Beaverton, OR, United StatesReported employees: 11-50 | Beaverton, OR, United States | 11-50 | Exact match | 47 contacts → |
“Facteus turns everyday payment transactions into clear, privacy-protected signals about real-world spending.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Tagnifitagnifi.comHQ: Tampa, FL, United StatesReported employees: 11-50 | Tampa, FL, United States | 11-50 | Exact match | 29 contacts → |
“At TagniFi we believe great financial data should be accessible to middle-market firms of all sizes.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Privcoprivco.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 28 contacts → |
“Get the real story on private companies and accelerate the discovery of your next acquisition target or client today!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Prism Dataprismdata.com HQ: New York, CA, United StatesReported employees: 11-50 | New York, CA, United States | 11-50 | Exact match | 25 contacts → |
“Prism Data translates raw deposit data into actionable insights and scores, powering cash flow underwriting, fraud detection, income verification, and more.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Gulp Datagulpdata.comHQ: DE, United StatesReported employees: 11-50 | DE, United States | 11-50 | Exact match | 18 contacts → |
“Gulp Data is #1 in Data Valuation, Data Loans, and Data Monetization.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Bunkerbunkertech.ioHQ: MN, United StatesReported employees: 11-50 | MN, United States | 11-50 | Exact match | 17 contacts → |
“Bunker is the financial analytics platform that provides modern executives deep visibility of their numbers, with speed.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  OZURAozura.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 16 contacts → |
“At Ozura, we're pioneering the future of financial services, redefining the way businesses handle payment processing, data aggregation, and banking.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Intriniointrinio.comHQ: St. Petersburg, FL, United StatesReported employees: 11-50 | St. Petersburg, FL, United States | 11-50 | Exact match | 15 contacts → |
“Intrinio is a financial data company on a mission to power fintech innovation by providing high-quality data to developers and engineers from fintech companies, large…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Datadock Solutionsdatadocksolutions.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 11 contacts → |
“DataDock Solutions delivers enterprise subscription-based data analytics, reporting, and intelligence software to the financial services industry.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Hart Credit Technologyhartcredittechnology.com HQ: Reading, PA, United StatesReported employees: 11-50 | Reading, PA, United States | 11-50 | Exact match | 11 contacts → |
“Hart Credit Technology is a best-in-class technology company known for providing financial institutions of all sizes and industries with intelligent data, insights, and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Quilttquiltt.ioHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 11 contacts → |
“Unleash the next generation of fintech builders to realize the full promise of open banking.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Powerlyticspowerlytics.com HQ: Philadelphia, PA, United StatesReported employees: 11-50 | Philadelphia, PA, United States | 11-50 | Exact match | 10 contacts → |
“The Powerlytics Data Platform provides the most comprehensive, accurate and granular consumer and business financial data available.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Finazonfinazon.ioHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 6 contacts → |
“Finazon is a comprehensive financial data marketplace that seamlessly integrates with personal and commercial products.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Precision Financial Insightsprecisionfinancialinsights.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 5 contacts → |
“We believe in the importance of helping clients understand the data behind the balance in your operating account, not just the balance itself.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Veridan Wealthveridanwealth.com HQ: West Linn, OR, United StatesReported employees: 1-10 | West Linn, OR, United States | 1-10 | Exact match | 5 contacts → |
“In a world brimming with data and complexity, we filter through the noise, extracting clear, actionable insights tailored to your financial goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Capital Financial Planningsailingrowing.com HQ: West Des Moines, IA, United StatesReported employees: 1-10 | West Des Moines, IA, United States | 1-10 | Exact match | 5 contacts → |
“Our planning process helps ensure that your financial world is organized, easy to understand and always accessible to you.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Pentadata INCpentadatainc.comHQ: Burlingame, CA, United StatesReported employees: 1-10 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Public Compspubliccomps.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“Public Comps is a SaaS company that aggregates accurate, clean and timely financial data on public software companies for benchmarking and comps analysis.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 75 company matches
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Financial data aggregation companies: dataset insights
September 20, 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
75 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 75 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: September 20, 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 data aggregation 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 data aggregation companies did RevenueBase find based in the United States?
The saved snapshot records 75 matching company records, 3,348 tracked contacts and 781 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 20, 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
Cite this list
RevenueBase Data Team. Top 25 financial data aggregation companies based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-data-aggregation-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
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
- Real estate companies based in the United States
Company intelligence · public preview
Top 25 financial data aggregation companies based in the United States
RevenueBase records 75 matching company records for financial data aggregation companies based in the United States, with 3,348 tracked contacts and 781 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 20, 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 data aggregation 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 | Boston Financial Data Servicesdstsystems.com HQ: Kansas City, MO, United StatesReported employees: 10001+ | Kansas City, MO, United States | 10001+ | Exact match | 759 contacts → |
“SS & C Technologies has acquired Boston Financial Data Services (BFDS).” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | MXmx.com HQ: Lehi, UT, United StatesReported employees: 501-1,000 | Lehi, UT, United States | 501-1,000 | Exact match | 651 contacts → |
“MX Technologies, Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | International Financial Data Services Ifdsssctech.com HQ: Kansas City, MO, United StatesReported employees: 10001+ | Kansas City, MO, United States | 10001+ | Exact match | 612 contacts → |
“SS & C Technologies has acquired International Financial Data Services (IFDS) in the UK.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Envestnet Yodlee Indiayodlee.com HQ: Redwood City, CA, United StatesReported employees: 1,001-5,000 | Redwood City, CA, United States | 1,001-5,000 | Exact match | 485 contacts → |
“Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | IDIQidiq.com HQ: Temecula, CA, United StatesReported employees: 201-500 | Temecula, CA, United States | 201-500 | Exact match | 212 contacts → |
“Welcome to IDIQ, a distinguished leader in financial intelligence.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | PCR Financial Aggregationpcrinsights.com HQ: New York, NY, United StatesReported employees: 51-200 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Finovaxfinovax.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 54 contacts → |
“We are a fintech company with our top mission to provide high-quality multi-dimensional data services for our clients to make optimized investment decisions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Facteusfacteus.com HQ: Beaverton, OR, United StatesReported employees: 11-50 | Beaverton, OR, United States | 11-50 | Exact match | 47 contacts → |
“Facteus turns everyday payment transactions into clear, privacy-protected signals about real-world spending.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Tagnifitagnifi.com HQ: Tampa, FL, United StatesReported employees: 11-50 | Tampa, FL, United States | 11-50 | Exact match | 29 contacts → |
“At TagniFi we believe great financial data should be accessible to middle-market firms of all sizes.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Privcoprivco.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 28 contacts → |
“Get the real story on private companies and accelerate the discovery of your next acquisition target or client today!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Prism Dataprismdata.com HQ: New York, CA, United StatesReported employees: 11-50 | New York, CA, United States | 11-50 | Exact match | 25 contacts → |
“Prism Data translates raw deposit data into actionable insights and scores, powering cash flow underwriting, fraud detection, income verification, and more.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Gulp Datagulpdata.com HQ: DE, United StatesReported employees: 11-50 | DE, United States | 11-50 | Exact match | 18 contacts → |
“Gulp Data is #1 in Data Valuation, Data Loans, and Data Monetization.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Bunkerbunkertech.io HQ: MN, United StatesReported employees: 11-50 | MN, United States | 11-50 | Exact match | 17 contacts → |
“Bunker is the financial analytics platform that provides modern executives deep visibility of their numbers, with speed.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | OZURAozura.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 16 contacts → |
“At Ozura, we're pioneering the future of financial services, redefining the way businesses handle payment processing, data aggregation, and banking.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Intriniointrinio.com HQ: St. Petersburg, FL, United StatesReported employees: 11-50 | St. Petersburg, FL, United States | 11-50 | Exact match | 15 contacts → |
“Intrinio is a financial data company on a mission to power fintech innovation by providing high-quality data to developers and engineers from fintech companies, large…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Datadock Solutionsdatadocksolutions.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 11 contacts → |
“DataDock Solutions delivers enterprise subscription-based data analytics, reporting, and intelligence software to the financial services industry.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Hart Credit Technologyhartcredittechnology.com HQ: Reading, PA, United StatesReported employees: 11-50 | Reading, PA, United States | 11-50 | Exact match | 11 contacts → |
“Hart Credit Technology is a best-in-class technology company known for providing financial institutions of all sizes and industries with intelligent data, insights, and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Quilttquiltt.io HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 11 contacts → |
“Unleash the next generation of fintech builders to realize the full promise of open banking.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Powerlyticspowerlytics.com HQ: Philadelphia, PA, United StatesReported employees: 11-50 | Philadelphia, PA, United States | 11-50 | Exact match | 10 contacts → |
“The Powerlytics Data Platform provides the most comprehensive, accurate and granular consumer and business financial data available.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Finazonfinazon.io HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 6 contacts → |
“Finazon is a comprehensive financial data marketplace that seamlessly integrates with personal and commercial products.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Precision Financial Insightsprecisionfinancialinsights.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 5 contacts → |
“We believe in the importance of helping clients understand the data behind the balance in your operating account, not just the balance itself.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Veridan Wealthveridanwealth.com HQ: West Linn, OR, United StatesReported employees: 1-10 | West Linn, OR, United States | 1-10 | Exact match | 5 contacts → |
“In a world brimming with data and complexity, we filter through the noise, extracting clear, actionable insights tailored to your financial goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Capital Financial Planningsailingrowing.com HQ: West Des Moines, IA, United StatesReported employees: 1-10 | West Des Moines, IA, United States | 1-10 | Exact match | 5 contacts → |
“Our planning process helps ensure that your financial world is organized, easy to understand and always accessible to you.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Pentadata INCpentadatainc.com HQ: Burlingame, CA, United StatesReported employees: 1-10 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Public Compspubliccomps.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“Public Comps is a SaaS company that aggregates accurate, clean and timely financial data on public software companies for benchmarking and comps analysis.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 75 company matches
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Financial data aggregation companies: dataset insights
September 20, 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
75 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 75 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: September 20, 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 data aggregation 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 data aggregation companies did RevenueBase find based in the United States?
The saved snapshot records 75 matching company records, 3,348 tracked contacts and 781 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 20, 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
Cite this list
RevenueBase Data Team. Top 25 financial data aggregation companies based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-data-aggregation-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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