Company lists · Data refreshed September 2026

Top 25 Financial data aggregation platforms based in the United States

RevenueBase identified 365 financial data aggregation platforms headquartered in the United States as of September 2026 and tracks 31,010 professional contacts across them, including 15,391 with verified work emails. New York is the largest hub.

This list covers financial data aggregation platforms headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review
365Companies
31,010Contacts tracked
15,391Verified emails
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The 25 largest financial data aggregation platforms based in the United States

Ranked by team size
Top 25 of 365 financial data aggregation platforms based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial data aggregation platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceNorwalk, CT, United StatesHQ checked Sep 28, 202610001+13,385 contacts →

Strong evidence

“FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceAmes, IA, United StatesHQ checked Sep 28, 20261,001-5,0003,215 contacts →

Indirect evidence

“Workiva Inc.(NYSE: WK) powers trust, transparency, and accountability.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 28, 20261,001-5,0001,964 contacts →

Indirect evidence

“insightsoftware is a global provider of Connected Solutions for the Office of the CFO.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceBirmingham, MI, United StatesHQ checked Sep 28, 20261,001-5,0001,542 contacts →

Indirect evidence

“OneStream is how today’s Finance teams can go beyond just reporting on the past and Take Finance Further™ by steering the business to the future.”

Source: RevenueBase Database · checked Sep 28, 2026
5Strong evidenceNew York, NY, United StatesHQ checked Sep 28, 20261,001-5,0001,304 contacts →

Strong evidence

“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 2026501-1,0001,222 contacts →

Indirect evidence

“Kyriba is the global leader in liquidity performance, trusted to transform how CFOs, Treasurers and IT leaders connect, protect, forecast and optimize their liquidity amid…”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceFort Lauderdale, FL, United StatesHQ checked Sep 28, 20265,001-10,000770 contacts →

Partial evidence

“ibi™ - A global trusted leader in business intelligence, analytics, and data management solutions.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceLehi, UT, United StatesHQ checked Sep 28, 2026501-1,000651 contacts →

Indirect evidence

“MX Technologies, Inc.”

Source: RevenueBase Database · checked Sep 28, 2026
9Strong evidenceKansas City, MO, United StatesHQ checked Sep 28, 202610001+612 contacts →

Strong evidence

“SS & C Technologies has acquired International Financial Data Services (IFDS) in the UK.”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 2026201-500591 contacts →

Partial evidence

“Planful is the pioneer of financial performance management cloud software.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 2026201-500522 contacts →

Partial evidence

“Curinos empowers financial institutions to make decisions with confidence, turning insight into bottom-line impact, deeper customer relationships, and profitable growth.”

Source: RevenueBase Database · checked Sep 28, 2026
12Strong evidenceRedwood City, CA, United StatesHQ checked Sep 28, 20261,001-5,000485 contacts →

Strong evidence

“Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceNY, United StatesHQ checked Sep 28, 2026201-500388 contacts →

Indirect evidence

“Datarails is the AI finance operating system for finance teams.”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidencePlano, TX, United StatesHQ checked Sep 28, 2026501-1,000216 contacts →

Indirect evidence

“Adra combined with Trintech in 2019.”

Source: RevenueBase Database · checked Sep 28, 2026
15Strong evidenceNew York, NY, United StatesHQ checked Sep 28, 202651-200199 contacts →

Strong evidence

“PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry.”

Source: RevenueBase Database · checked Sep 28, 2026
16Strong evidenceNew York, United StatesHQ checked Sep 28, 202651-200166 contacts →

Strong evidence

“ActiveViam is a fast-growing financial data analytics solution provider.”

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidenceIrving, TX, United StatesHQ checked Sep 28, 2026201-500122 contacts →

Partial evidence

“Solovis is leading fintech innovation for institutional investors with a powerful cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely…”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceFountain Hills, AZ, United StatesHQ checked Sep 28, 202651-200120 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 202651-200115 contacts →

Partial evidence

“Our mission is to help companies tell the story behind their numbers and shape what comes next We supercharge planning, accelerate analysis, and unify data to unlock the insights…”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceAlpharetta, GA, United StatesHQ checked Sep 28, 202651-200105 contacts →

Indirect evidence

“Orbit helps companies harness the power of true self-service reporting and analytics.”

Source: RevenueBase Database · checked Sep 28, 2026
21Strong evidenceNew York, NY, United StatesHQ checked Sep 28, 202651-200100 contacts →

Strong evidence

“Supervizor is the fastest and most comprehensive way to uncover risk in financial data.”

Source: RevenueBase Database · checked Sep 28, 2026
22Partial evidenceNew York, United StatesHQ checked Sep 28, 2026201-50082 contacts →

Partial evidence

“For more than 20 years, 1010data has helped financial, retail and consumer goods customers monitor shifts in consumer demand and market conditions and rapidly respond with…”

Source: RevenueBase Database · checked Sep 28, 2026
23Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 202651-20077 contacts →

Partial evidence

“Aleph helps top finance teams work with their data in real time.”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceSammamish, WA, United StatesHQ checked Sep 28, 2026n/a75 contacts →

Indirect evidence

“We know how important your numbers are.”

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 202651-20072 contacts →

Indirect evidence

“Centime is the leading cash management suite that helps fast-growing businesses easily control and manage cash flow.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 365 financial data aggregation platforms based in the United States

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Financial data aggregation platforms based in the United States at a glance

As of Sep 28, 2026
49.6%Verified-email coverage
85.0Average contacts per company
11-50Median size (employees)
18.1%Largest-city concentration · New York
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
166
11-50
128
51-200
47
201-500
11
501-1,000
4
1,001-5,000
5
5,001-10,000
1
10001+
3

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 365 companies.

How this list was built

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

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in the United States whose own description of what they do matches “financial data aggregation platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial data aggregation platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among financial data aggregation platforms, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 15,391 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Financial data aggregation platforms by metro

Frequently asked

What is RevenueBase Smart Search?

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

How many financial data aggregation platforms are there based in the United States?

RevenueBase identified 365 financial data aggregation platforms headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Factset, headquartered in Norwalk, tops this list with the largest team on record.

Which city has the most financial data aggregation platforms?

New York leads with 66 headquartered companies, followed by San Francisco (21) and Chicago (12).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 15,391 verified decision-maker contacts tracked across these 365 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.