Company lists · Data refreshed November 2026
Top 25 Financial data aggregation software companies based in the United States
RevenueBase identified 243 company matches for financial data aggregation software companies associated with the United States as of November 2026 and tracks 8,289 professional contacts across them, including 4,364 with verified work emails. New York is the largest hub.
This list covers company matches for financial data 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 November 5, 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 software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,633 contacts → | ||||
Exact match “insightsoftware is a global provider of Connected Solutions for the Office of the CFO.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 1,465 contacts → | ||||
Exact match “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 1,365 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 683 contacts → | ||||
Exact match “MX Technologies, Inc.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 493 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 237 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 125 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 106 contacts → | ||||
Exact match “Orbit Reporting + Analytics helps companies turn ERP data into real-time decisions with self-service reporting built for Oracle, integrating ERP and business apps so users…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 104 contacts → | ||||
Exact match “Since 2005, we’ve built and applied a proven, proprietary platform that works exceedingly well.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 84 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 81 contacts → | ||||
Exact match “Fi-Tek Wealth Solutions originated out of an internal technology development effort at the wealth management firm founded by the Rockefeller family.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 78 contacts → | ||||
Exact match “We know how important your numbers are.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 65 contacts → | ||||
Exact match “Teslar Software is a Springdale, Arkansas-based technology company delivering innovative software solutions for financial institutions.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 61 contacts → | ||||
Exact match “EBM partners with private equity-backed, VC-backed, and performance-driven private companies, together with the investment banks and PE deal teams advising them, to provide a…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 54 contacts → | ||||
Exact match “OPTX is a revolutionary technology platform developed to activate your data.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 52 contacts → | ||||
Exact match “In this regulatory environment, data veracity is needed to win and maintain new clients and avoid regulatory penalties.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 51 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 39 contacts → | ||||
Exact match “Lightkeeper is an investment intelligence platform that combines trusted portfolio analytics, centralized data, and AI to help investment managers make faster, more informed…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 38 contacts → | ||||
Exact match “FinQore equips Finance Teams at complex, sophisticated businesses to drive strategic decisions by powering a single source of revenue, customer, and usage truth.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 35 contacts → | ||||
Exact match “Trusted client account data is the foundation of every modern investment platform.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 32 contacts → | ||||
Exact match “Since 1987, Accutech Systems Corporation (ASC) has been dedicated to providing only the highest quality products and services to the financial industry.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 31 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 28 contacts → | ||||
Exact match “Clarista is your new team member who works the way you work on data analysis.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 28 contacts → | ||||
Exact match “Canalyst is the leading destination for public company data and analysis.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 27 contacts → | ||||
Exact match “CPA firms are spending 15-20 hours a month building reports their clients barely look at.” Recorded in the RevenueBase company graph · Nov 5, 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 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 243 financial data aggregation software companies based in the United States
See the full list, filter by size, metro and specialty, and access 4,364 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial data aggregation software companies based in the United States at a glance
As of Nov 5, 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 243 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 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 4,364 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 November 5, 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 data 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 data aggregation software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial data aggregation software companies are there based in the United States?
RevenueBase identified 243 company matches for financial data aggregation software companies associated with the United States as of November 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?
Insightsoftware 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 software companies?
New York leads with 53 company records, followed by San Francisco (13) and Chicago (8).
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 4,364 professional contacts with verified work emails tracked across these 243 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 November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 243 financial data aggregation software companies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Financial data aggregation software companies by geography
- Financial data aggregation software companies based in London, United Kingdom
- Financial data aggregation software companies based in New York, United States
- Financial data aggregation software companies based in Brazil
- Financial data aggregation software companies based in Canada
- Financial data aggregation software companies based in France
- Financial data aggregation software companies based in India
- Financial data aggregation software companies based in the United Kingdom
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 data aggregation software companies based in London, United Kingdom
- Financial data aggregation software companies based in New York, United States
- Financial data aggregation software companies based in Brazil
- Financial data aggregation software companies based in Canada
- Financial data aggregation software companies based in France
- Financial data aggregation software companies based in India
Company intelligence · public preview
Top 25 financial data 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 243 matching company records for financial data aggregation software companies based in the United States, with 8,289 tracked contacts and 4,364 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: November 5, 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 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 |  Insightsoftwareinsightsoftware.comHQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,633 contacts → |
“insightsoftware is a global provider of Connected Solutions for the Office of the CFO.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Addeparaddepar.comHQ: New York, IL, United StatesReported employees: 1,001-5,000 | New York, IL, United States | 1,001-5,000 | Exact match | 1,465 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Kyribakyriba.comHQ: San Diego, NY, United StatesReported employees: 501-1,000 | San Diego, NY, United States | 501-1,000 | Exact match | 1,365 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  MXmx.comHQ: Lehi, UT, United StatesReported employees: 501-1,000 | Lehi, UT, United States | 501-1,000 | Exact match | 683 contacts → |
“MX Technologies, Inc.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Envestnet Yodlee Indiayodlee.comHQ: Redwood City, United StatesReported employees: 1,001-5,000 | Redwood City, United States | 1,001-5,000 | Exact match | 493 contacts → |
“Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  PCR Financial Aggregationpcrinsights.comHQ: New York, CT, United StatesReported employees: 51-200 | New York, CT, United States | 51-200 | Exact match | 237 contacts → |
“PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  CUBEcubesoftware.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 125 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Orbit Reporting Analyticsorbitanalytics.comHQ: Alpharetta, GA, United StatesReported employees: 51-200 | Alpharetta, GA, United States | 51-200 | Exact match | 106 contacts → |
“Orbit Reporting + Analytics helps companies turn ERP data into real-time decisions with self-service reporting built for Oracle, integrating ERP and business apps so users…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Nations Info Corpnationsinfocorp.comHQ: Goleta, CA, United StatesReported employees: 51-200 | Goleta, CA, United States | 51-200 | Exact match | 104 contacts → |
“Since 2005, we’ve built and applied a proven, proprietary platform that works exceedingly well.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  1010data1010data.comHQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 84 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Fi-Tek Wealth Solutionsfws.fi-tek.comHQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 81 contacts → |
“Fi-Tek Wealth Solutions originated out of an internal technology development effort at the wealth management firm founded by the Rockefeller family.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | PAE Corporationpae-corp.com HQ: Sammamish, WA, United StatesReported employees: Not recorded | Sammamish, WA, United States | Not recorded | Exact match | 78 contacts → |
“We know how important your numbers are.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Teslar Softwareteslarsoftware.comHQ: Springdale, AR, United StatesReported employees: 51-200 | Springdale, AR, United States | 51-200 | Exact match | 65 contacts → |
“Teslar Software is a Springdale, Arkansas-based technology company delivering innovative software solutions for financial institutions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  EBM Softwareebmsoftware.comHQ: Minneapolis, MN, United StatesReported employees: 51-200 | Minneapolis, MN, United States | 51-200 | Exact match | 61 contacts → |
“EBM partners with private equity-backed, VC-backed, and performance-driven private companies, together with the investment banks and PE deal teams advising them, to provide a…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  OPTXoptx.comHQ: Las Vegas, NV, United StatesReported employees: 11-50 | Las Vegas, NV, United States | 11-50 | Exact match | 54 contacts → |
“OPTX is a revolutionary technology platform developed to activate your data.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Financial Fabricfinancialfabric.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 52 contacts → |
“In this regulatory environment, data veracity is needed to win and maintain new clients and avoid regulatory penalties.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Portware, A Factset Companyfactset.comHQ: Nyc, NY, United StatesReported employees: Not recorded | Nyc, NY, United States | Not recorded | Exact match | 51 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Lightkeeperlightkeeper.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 39 contacts → |
“Lightkeeper is an investment intelligence platform that combines trusted portfolio analytics, centralized data, and AI to help investment managers make faster, more informed…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Finqorefinqore.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 38 contacts → |
“FinQore equips Finance Teams at complex, sophisticated businesses to drive strategic decisions by powering a single source of revenue, customer, and usage truth.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Wealthtechs INCwealthtechs.comHQ: Fort Lauderdale, FL, United StatesReported employees: 11-50 | Fort Lauderdale, FL, United States | 11-50 | Exact match | 35 contacts → |
“Trusted client account data is the foundation of every modern investment platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Accutech Systems Corporationtrustasc.comHQ: Muncie, IN, United StatesReported employees: 201-500 | Muncie, IN, United States | 201-500 | Exact match | 32 contacts → |
“Since 1987, Accutech Systems Corporation (ASC) has been dedicated to providing only the highest quality products and services to the financial industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Privcoprivco.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 31 contacts → |
“Get the real story on private companies and accelerate the discovery of your next acquisition target or client today!” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Clarista INCclarista.ioHQ: New York, NJ, United StatesReported employees: 11-50 | New York, NJ, United States | 11-50 | Exact match | 28 contacts → |
“Clarista is your new team member who works the way you work on data analysis.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Canalystcanalyst.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 28 contacts → |
“Canalyst is the leading destination for public company data and analysis.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Reach Reportingreachreporting.comHQ: Springville, UT, United StatesReported employees: 11-50 | Springville, UT, United States | 11-50 | Exact match | 27 contacts → |
“CPA firms are spending 15-20 hours a month building reports their clients barely look at.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 243 company matches
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Financial data aggregation software companies: dataset insights
November 5, 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
243 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 243 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: November 5, 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 data aggregation software companies by metro
Questions about this company list
What does Exact match mean for financial data 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 data aggregation software companies did RevenueBase find based in the United States?
The saved snapshot records 243 matching company records, 8,289 tracked contacts and 4,364 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: November 5, 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 data aggregation software companies by geography
- Financial data aggregation software companies based in London, United Kingdom
- Financial data aggregation software companies based in New York, United States
- Financial data aggregation software companies based in Brazil
- Financial data aggregation software companies based in Canada
- Financial data aggregation software companies based in France
- Financial data aggregation software companies based in India
- Financial data aggregation software companies based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 financial data aggregation software companies based in the United States. Snapshot: November 5, 2026. https://revenuebase.ai/companies/financial-data-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 data aggregation software companies based in London, United Kingdom
- Financial data aggregation software companies based in New York, United States
- Financial data aggregation software companies based in Brazil
- Financial data aggregation software companies based in Canada
- Financial data aggregation software companies based in France
- Financial data aggregation software companies based in India
Company intelligence · public preview
Top 25 financial data aggregation software companies based in the United States
RevenueBase records 243 matching company records for financial data aggregation software companies based in the United States, with 8,289 tracked contacts and 4,364 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: November 5, 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 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 | Insightsoftwareinsightsoftware.com HQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,633 contacts → |
“insightsoftware is a global provider of Connected Solutions for the Office of the CFO.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Addeparaddepar.com HQ: New York, IL, United StatesReported employees: 1,001-5,000 | New York, IL, United States | 1,001-5,000 | Exact match | 1,465 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Kyribakyriba.com HQ: San Diego, NY, United StatesReported employees: 501-1,000 | San Diego, NY, United States | 501-1,000 | Exact match | 1,365 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | MXmx.com HQ: Lehi, UT, United StatesReported employees: 501-1,000 | Lehi, UT, United States | 501-1,000 | Exact match | 683 contacts → |
“MX Technologies, Inc.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Envestnet Yodlee Indiayodlee.com HQ: Redwood City, United StatesReported employees: 1,001-5,000 | Redwood City, United States | 1,001-5,000 | Exact match | 493 contacts → |
“Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | PCR Financial Aggregationpcrinsights.com HQ: New York, CT, United StatesReported employees: 51-200 | New York, CT, United States | 51-200 | Exact match | 237 contacts → |
“PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | CUBEcubesoftware.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 125 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Orbit Reporting Analyticsorbitanalytics.com HQ: Alpharetta, GA, United StatesReported employees: 51-200 | Alpharetta, GA, United States | 51-200 | Exact match | 106 contacts → |
“Orbit Reporting + Analytics helps companies turn ERP data into real-time decisions with self-service reporting built for Oracle, integrating ERP and business apps so users…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Nations Info Corpnationsinfocorp.com HQ: Goleta, CA, United StatesReported employees: 51-200 | Goleta, CA, United States | 51-200 | Exact match | 104 contacts → |
“Since 2005, we’ve built and applied a proven, proprietary platform that works exceedingly well.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | 1010data1010data.com HQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 84 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Fi-Tek Wealth Solutionsfws.fi-tek.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 81 contacts → |
“Fi-Tek Wealth Solutions originated out of an internal technology development effort at the wealth management firm founded by the Rockefeller family.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | PAE Corporationpae-corp.com HQ: Sammamish, WA, United StatesReported employees: Not recorded | Sammamish, WA, United States | Not recorded | Exact match | 78 contacts → |
“We know how important your numbers are.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Teslar Softwareteslarsoftware.com HQ: Springdale, AR, United StatesReported employees: 51-200 | Springdale, AR, United States | 51-200 | Exact match | 65 contacts → |
“Teslar Software is a Springdale, Arkansas-based technology company delivering innovative software solutions for financial institutions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | EBM Softwareebmsoftware.com HQ: Minneapolis, MN, United StatesReported employees: 51-200 | Minneapolis, MN, United States | 51-200 | Exact match | 61 contacts → |
“EBM partners with private equity-backed, VC-backed, and performance-driven private companies, together with the investment banks and PE deal teams advising them, to provide a…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | OPTXoptx.com HQ: Las Vegas, NV, United StatesReported employees: 11-50 | Las Vegas, NV, United States | 11-50 | Exact match | 54 contacts → |
“OPTX is a revolutionary technology platform developed to activate your data.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Financial Fabricfinancialfabric.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 52 contacts → |
“In this regulatory environment, data veracity is needed to win and maintain new clients and avoid regulatory penalties.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Portware, A Factset Companyfactset.com HQ: Nyc, NY, United StatesReported employees: Not recorded | Nyc, NY, United States | Not recorded | Exact match | 51 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Lightkeeperlightkeeper.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 39 contacts → |
“Lightkeeper is an investment intelligence platform that combines trusted portfolio analytics, centralized data, and AI to help investment managers make faster, more informed…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Finqorefinqore.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 38 contacts → |
“FinQore equips Finance Teams at complex, sophisticated businesses to drive strategic decisions by powering a single source of revenue, customer, and usage truth.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Wealthtechs INCwealthtechs.com HQ: Fort Lauderdale, FL, United StatesReported employees: 11-50 | Fort Lauderdale, FL, United States | 11-50 | Exact match | 35 contacts → |
“Trusted client account data is the foundation of every modern investment platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Accutech Systems Corporationtrustasc.com HQ: Muncie, IN, United StatesReported employees: 201-500 | Muncie, IN, United States | 201-500 | Exact match | 32 contacts → |
“Since 1987, Accutech Systems Corporation (ASC) has been dedicated to providing only the highest quality products and services to the financial industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Privcoprivco.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 31 contacts → |
“Get the real story on private companies and accelerate the discovery of your next acquisition target or client today!” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Clarista INCclarista.io HQ: New York, NJ, United StatesReported employees: 11-50 | New York, NJ, United States | 11-50 | Exact match | 28 contacts → |
“Clarista is your new team member who works the way you work on data analysis.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Canalystcanalyst.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 28 contacts → |
“Canalyst is the leading destination for public company data and analysis.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Reach Reportingreachreporting.com HQ: Springville, UT, United StatesReported employees: 11-50 | Springville, UT, United States | 11-50 | Exact match | 27 contacts → |
“CPA firms are spending 15-20 hours a month building reports their clients barely look at.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 243 company matches
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Financial data aggregation software companies: dataset insights
November 5, 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
243 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 243 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: November 5, 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 data aggregation software companies by metro
Questions about this company list
What does Exact match mean for financial data 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 data aggregation software companies did RevenueBase find based in the United States?
The saved snapshot records 243 matching company records, 8,289 tracked contacts and 4,364 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: November 5, 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 data aggregation software companies by geography
- Financial data aggregation software companies based in London, United Kingdom
- Financial data aggregation software companies based in New York, United States
- Financial data aggregation software companies based in Brazil
- Financial data aggregation software companies based in Canada
- Financial data aggregation software companies based in France
- Financial data aggregation software companies based in India
- Financial data aggregation software companies based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 financial data aggregation software companies based in the United States. Snapshot: November 5, 2026. https://revenuebase.ai/companies/financial-data-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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- Financial data aggregation software companies based in London, United Kingdom
- Financial data aggregation software companies based in New York, United States
- Financial data aggregation software companies based in Brazil
- Financial data aggregation software companies based in Canada
- Financial data aggregation software companies based in France
- Financial data aggregation software companies based in India