Company lists · Data refreshed September 2026
Top 25 Financial data aggregation software companies based in the United States
RevenueBase identified 401 company matches for financial data aggregation software companies associated with the United States as of September 2026 and tracks 29,048 professional contacts across them, including 12,190 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 September 28, 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 | 13,385 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 1,964 contacts → | ||||
Exact match “insightsoftware is a global provider of Connected Solutions for the Office of the CFO.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 1,222 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 770 contacts → | ||||
Exact match “ibi™ - A global trusted leader in business intelligence, analytics, and data management solutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 654 contacts → | ||||
Exact match “Strata Decision Technology is a leader in the development of cloud-based financial planning, decision support, and performance analytics solutions for healthcare, higher…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 651 contacts → | ||||
Exact match “MX Technologies, Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 612 contacts → | ||||
Exact match “SS & C Technologies has acquired International Financial Data Services (IFDS) in the UK.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 591 contacts → | ||||
Exact match “Planful is the pioneer of financial performance management cloud software.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 522 contacts → | ||||
Exact match “Curinos empowers financial institutions to make decisions with confidence, turning insight into bottom-line impact, deeper customer relationships, and profitable growth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 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 28, 2026 · View company records in RevenueBase | |||||
| 11 | 478 contacts → | ||||
Exact match “Since our founding in 1996, we have been at the vanguard of financial technology, providing groundbreaking expertise, quantitative analytics and software that redefines pricing…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 202 contacts → | ||||
Exact match “M Science is a data-driven research and analytics firm, uncovering new insights for leading financial institutions and corporations since 2016.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 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 28, 2026 · View company records in RevenueBase | |||||
| 14 | 166 contacts → | ||||
Exact match “ActiveViam is a fast-growing financial data analytics solution provider.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 150 contacts → | ||||
Exact match “Empyrean Solutions empowers the dynamic CFO with a unified treasury, FP & A and analytics platform that brings ALM, liquidity, budgeting & planning, profitability, CECL, and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 130 contacts → | ||||
Exact match “We are a company with multidisciplinary teams who build an accurate path to harness organization's data.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 115 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 107 contacts → | ||||
Exact match “Metabase is bringing data tools with the elegance and simplicity of consumer products to the crufty world of enterprise business intelligence.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 105 contacts → | ||||
Exact match “Orbit helps companies harness the power of true self-service reporting and analytics.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 100 contacts → | ||||
Exact match “EMS is a premier Financial Services trusted advisory partner, leveraging platforms such as Salesforce, MuleSoft, nCino, Snowflake, and others to provide solution architecture and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 96 contacts → | ||||
Exact match “Ascend Partners is the diamond standard in financial & data transformation solutions and proudly serves clients globally from our headquarters in New York, NY.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 83 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 82 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 77 contacts → | ||||
Exact match “Aleph helps top finance teams work with their data in real time.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 75 contacts → | ||||
Exact match “We know how important your numbers are.” Recorded in the RevenueBase company graph · Sep 28, 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 401 financial data aggregation software companies based in the United States
See the full list, filter by size, metro and specialty, and access 12,190 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 Sep 28, 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 401 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 12,190 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 28, 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 401 company matches for financial data aggregation software companies associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Factset 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 71 company records, followed by San Francisco (19) and Chicago (15).
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 12,190 professional contacts with verified work emails tracked across these 401 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 401 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 Australia
- 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 Germany
- Financial data aggregation software companies based in India
- Financial data aggregation software companies based in Italy
- Financial data aggregation software companies based in the Netherlands
- Financial data aggregation software companies based in Spain
- 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 Australia
- Financial data aggregation software companies based in Brazil
- Financial data aggregation software companies based in Canada
- Financial data aggregation software companies based in France
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 401 matching company records for financial data aggregation software companies based in the United States, with 29,048 tracked contacts and 12,190 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 28, 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 |  Factsetfactset.comHQ: Norwalk, CT, United StatesReported employees: 10001+ | Norwalk, CT, United States | 10001+ | Exact match | 13,385 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Insightsoftwareinsightsoftware.comHQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,964 contacts → |
“insightsoftware is a global provider of Connected Solutions for the Office of the CFO.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Kyribakyriba.comHQ: San Diego, CA, United StatesReported employees: 501-1,000 | San Diego, CA, United States | 501-1,000 | Exact match | 1,222 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  IBI Information Buildersibi.comHQ: Fort Lauderdale, FL, United StatesReported employees: 5,001-10,000 | Fort Lauderdale, FL, United States | 5,001-10,000 | Exact match | 770 contacts → |
“ibi™ - A global trusted leader in business intelligence, analytics, and data management solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Strata Decision Technologystratadecision.comHQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 654 contacts → |
“Strata Decision Technology is a leader in the development of cloud-based financial planning, decision support, and performance analytics solutions for healthcare, higher…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Planfulplanful.comHQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 591 contacts → |
“Planful is the pioneer of financial performance management cloud software.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Curinoscurinos.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 522 contacts → |
“Curinos empowers financial institutions to make decisions with confidence, turning insight into bottom-line impact, deeper customer relationships, and profitable growth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Numerixnumerix.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 478 contacts → |
“Since our founding in 1996, we have been at the vanguard of financial technology, providing groundbreaking expertise, quantitative analytics and software that redefines pricing…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  M Sciencemscience.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 202 contacts → |
“M Science is a data-driven research and analytics firm, uncovering new insights for leading financial institutions and corporations since 2016.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Activeviamactiveviam.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 166 contacts → |
“ActiveViam is a fast-growing financial data analytics solution provider.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Empyrean Solutionsempyreansolutions.comHQ: Woburn, MA, United StatesReported employees: 51-200 | Woburn, MA, United States | 51-200 | Exact match | 150 contacts → |
“Empyrean Solutions empowers the dynamic CFO with a unified treasury, FP & A and analytics platform that brings ALM, liquidity, budgeting & planning, profitability, CECL, and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Arkon Dataarkondata.comHQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 130 contacts → |
“We are a company with multidisciplinary teams who build an accurate path to harness organization's data.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  CUBEcubesoftware.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 115 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Metabasemetabase.comHQ: Spring Valley, CA, United StatesReported employees: 51-200 | Spring Valley, CA, United States | 51-200 | Exact match | 107 contacts → |
“Metabase is bringing data tools with the elegance and simplicity of consumer products to the crufty world of enterprise business intelligence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Orbit Reporting Analyticsorbitanalytics.comHQ: Alpharetta, GA, United StatesReported employees: 51-200 | Alpharetta, GA, United States | 51-200 | Exact match | 105 contacts → |
“Orbit helps companies harness the power of true self-service reporting and analytics.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | EMS Consultingconsultems.com HQ: Tampa, FL, United StatesReported employees: 51-200 | Tampa, FL, United States | 51-200 | Exact match | 100 contacts → |
“EMS is a premier Financial Services trusted advisory partner, leveraging platforms such as Salesforce, MuleSoft, nCino, Snowflake, and others to provide solution architecture and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Ascend Partners INCascend.partnersHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 96 contacts → |
“Ascend Partners is the diamond standard in financial & data transformation solutions and proudly serves clients globally from our headquarters in New York, NY.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Fi-Tek Wealth Solutionsfws.fi-tek.comHQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 83 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  1010data1010data.comHQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 82 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  ALEPHgetaleph.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 77 contacts → |
“Aleph helps top finance teams work with their data in real time.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | PAE Corporationpae-corp.com HQ: Sammamish, WA, United StatesReported employees: Not recorded | Sammamish, WA, United States | Not recorded | Exact match | 75 contacts → |
“We know how important your numbers are.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 401 company matches
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Financial data aggregation software companies: dataset insights
September 28, 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
401 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 401 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 28, 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 401 matching company records, 29,048 tracked contacts and 12,190 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 28, 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 Australia
- 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 Germany
- Financial data aggregation software companies based in India
- Financial data aggregation software companies based in Italy
- Financial data aggregation software companies based in the Netherlands
- Financial data aggregation software companies based in Spain
- 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: September 28, 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 Australia
- Financial data aggregation software companies based in Brazil
- Financial data aggregation software companies based in Canada
- Financial data aggregation software companies based in France
Company intelligence · public preview
Top 25 financial data aggregation software companies based in the United States
RevenueBase records 401 matching company records for financial data aggregation software companies based in the United States, with 29,048 tracked contacts and 12,190 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 28, 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 | Factsetfactset.com HQ: Norwalk, CT, United StatesReported employees: 10001+ | Norwalk, CT, United States | 10001+ | Exact match | 13,385 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Insightsoftwareinsightsoftware.com HQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,964 contacts → |
“insightsoftware is a global provider of Connected Solutions for the Office of the CFO.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Kyribakyriba.com HQ: San Diego, CA, United StatesReported employees: 501-1,000 | San Diego, CA, United States | 501-1,000 | Exact match | 1,222 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | IBI Information Buildersibi.com HQ: Fort Lauderdale, FL, United StatesReported employees: 5,001-10,000 | Fort Lauderdale, FL, United States | 5,001-10,000 | Exact match | 770 contacts → |
“ibi™ - A global trusted leader in business intelligence, analytics, and data management solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Strata Decision Technologystratadecision.com HQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 654 contacts → |
“Strata Decision Technology is a leader in the development of cloud-based financial planning, decision support, and performance analytics solutions for healthcare, higher…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Planfulplanful.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 591 contacts → |
“Planful is the pioneer of financial performance management cloud software.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Curinoscurinos.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 522 contacts → |
“Curinos empowers financial institutions to make decisions with confidence, turning insight into bottom-line impact, deeper customer relationships, and profitable growth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Numerixnumerix.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 478 contacts → |
“Since our founding in 1996, we have been at the vanguard of financial technology, providing groundbreaking expertise, quantitative analytics and software that redefines pricing…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | M Sciencemscience.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 202 contacts → |
“M Science is a data-driven research and analytics firm, uncovering new insights for leading financial institutions and corporations since 2016.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Activeviamactiveviam.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 166 contacts → |
“ActiveViam is a fast-growing financial data analytics solution provider.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Empyrean Solutionsempyreansolutions.com HQ: Woburn, MA, United StatesReported employees: 51-200 | Woburn, MA, United States | 51-200 | Exact match | 150 contacts → |
“Empyrean Solutions empowers the dynamic CFO with a unified treasury, FP & A and analytics platform that brings ALM, liquidity, budgeting & planning, profitability, CECL, and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Arkon Dataarkondata.com HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 130 contacts → |
“We are a company with multidisciplinary teams who build an accurate path to harness organization's data.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | CUBEcubesoftware.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 115 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Metabasemetabase.com HQ: Spring Valley, CA, United StatesReported employees: 51-200 | Spring Valley, CA, United States | 51-200 | Exact match | 107 contacts → |
“Metabase is bringing data tools with the elegance and simplicity of consumer products to the crufty world of enterprise business intelligence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Orbit Reporting Analyticsorbitanalytics.com HQ: Alpharetta, GA, United StatesReported employees: 51-200 | Alpharetta, GA, United States | 51-200 | Exact match | 105 contacts → |
“Orbit helps companies harness the power of true self-service reporting and analytics.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | EMS Consultingconsultems.com HQ: Tampa, FL, United StatesReported employees: 51-200 | Tampa, FL, United States | 51-200 | Exact match | 100 contacts → |
“EMS is a premier Financial Services trusted advisory partner, leveraging platforms such as Salesforce, MuleSoft, nCino, Snowflake, and others to provide solution architecture and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Ascend Partners INCascend.partners HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 96 contacts → |
“Ascend Partners is the diamond standard in financial & data transformation solutions and proudly serves clients globally from our headquarters in New York, NY.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Fi-Tek Wealth Solutionsfws.fi-tek.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 83 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | 1010data1010data.com HQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 82 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | ALEPHgetaleph.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 77 contacts → |
“Aleph helps top finance teams work with their data in real time.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | PAE Corporationpae-corp.com HQ: Sammamish, WA, United StatesReported employees: Not recorded | Sammamish, WA, United States | Not recorded | Exact match | 75 contacts → |
“We know how important your numbers are.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 401 company matches
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Financial data aggregation software companies: dataset insights
September 28, 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
401 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 401 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 28, 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 401 matching company records, 29,048 tracked contacts and 12,190 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 28, 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 Australia
- 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 Germany
- Financial data aggregation software companies based in India
- Financial data aggregation software companies based in Italy
- Financial data aggregation software companies based in the Netherlands
- Financial data aggregation software companies based in Spain
- 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: September 28, 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
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- Financial data aggregation software companies based in Australia
- Financial data aggregation software companies based in Brazil
- Financial data aggregation software companies based in Canada
- Financial data aggregation software companies based in France