Company lists · Data refreshed September 2026

Top 25 Financial data aggregation platforms based in New York, United States

RevenueBase identified 66 financial data aggregation platforms headquartered in New York, United States as of September 2026 and tracks 3,108 professional contacts across them, including 1,842 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers financial data aggregation platforms headquartered in New York, 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
66Companies
3,108Contacts tracked
1,842Verified emails
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The 25 largest financial data aggregation platforms based in New York, United States

Ranked by team size
Top 25 of 66 financial data aggregation platforms based in New York, 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 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
2Partial 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
3Strong 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
4Strong 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
5Partial 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
6Strong 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
7Partial 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
8Partial 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
9Strong evidenceNew York, NY, United StatesHQ checked Sep 28, 202651-20060 contacts →

Strong evidence

“Syntax LLC is a financial data and technology company that codifies business models into a relational system we call Affinity® Data.”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-5055 contacts →

Partial evidence

“Carbon Arc is building the infrastructure for the insight economy - turning the world's unusable, siloed data into monetizable, ready-to-use insights.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-5049 contacts →

Partial evidence

“In this regulatory environment, data veracity is needed to win and maintain new clients and avoid regulatory penalties.”

Source: RevenueBase Database · checked Sep 28, 2026
12Strong evidenceNew York, NY, United StatesHQ checked Sep 28, 202651-20046 contacts →

Strong evidence

“Ninth Wave delivers secure data connectivity to financial institutions through a single point of direct integration to a universal suite of open finance APIs.”

Source: RevenueBase Database · checked Sep 28, 2026
13Strong evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-5039 contacts →

Strong evidence

“n-Tier is an innovative financial technology company that couples deep industry expertise with a unique software platform to help firms minimize the risks and costs associated…”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 2026201-50031 contacts →

Partial evidence

“Canalyst is the leading destination for public company data and analysis.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 202651-20015 contacts →

Indirect evidence

“T-REX has modernized the technological infrastructure for the asset-backed finance ecosystem.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-5015 contacts →

Indirect evidence

“Polymer is Business Intelligence (BI) without the complicated setup and steep learning curves.”

Source: RevenueBase Database · checked Sep 28, 2026
17Strong evidenceNew York, NY, United StatesHQ checked Sep 28, 20261-1014 contacts →

Strong evidence

“Pepper helps Alternative Asset Managers address their business opportunities across the company through our integrated, componentized, next-gen data platform.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-5012 contacts →

Indirect evidence

“IKINDI INC.”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-5012 contacts →

Partial evidence

“Discern helps B2B companies turn raw operational data into AI-ready business data.”

Source: RevenueBase Database · checked Sep 28, 2026
20Strong evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-5011 contacts →

Strong evidence

“DataDock Solutions delivers enterprise subscription-based data analytics, reporting, and intelligence software to the financial services industry.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-5010 contacts →

Indirect evidence

“GRMA is a leading FinTech and advisory firm.”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-509 contacts →

Indirect evidence

“Skyblue Analytics: Redefining Fintech Innovation | Investment Infrastructure.”

Source: RevenueBase Database · checked Sep 28, 2026
23Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 202651-2008 contacts →

Partial evidence

“ScaleCred turns analyst-verified financial work into source-backed AI and credit workflows, so teams move faster without losing evidence.”

Source: RevenueBase Database · checked Sep 28, 2026
24Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“At Shubox, we are leveraging the power of alternative data to help lenders make better and more informed lending decisions.”

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-505 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 66 financial data aggregation platforms based in New York, United States

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Financial data aggregation platforms based in New York, United States at a glance

As of Sep 28, 2026
59.3%Verified-email coverage
47.1Average contacts per company
11-50Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
22
11-50
27
51-200
13
201-500
3
1,001-5,000
1

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 66 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 New York, 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 New York 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, 1,842 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.

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 New York, United States?

RevenueBase identified 66 financial data aggregation platforms headquartered in New York, 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?

Addepar, headquartered in New York, tops this list with the largest team on record.

Which city in the United States has the most financial data aggregation platforms?

New York leads the United States 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 1,842 verified decision-maker contacts tracked across these 66 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.