Financial Services / Retail Banking Tech • Wealth Tech
Best Account Aggregation Platforms Companies
What is Account Aggregation Platforms?
These platforms provide advanced account aggregation capabilities that, using open finance capabilities, securely consolidate financial data from various sources, offering users a comprehensive and real-time view of their entire financial ecosystem. Designed for both banking and wealth management, they enable institutions to deliver personalized financial insights, automate actions based on user behavior, and provide a holistic view of assets and liabilities. These solutions enhance financial planning, client engagement, and decision-making while ensuring compliance with industry standards and maintaining stringent security and privacy measures.
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Top Account Aggregation Platforms Companies
MX offers a range of data-driven financial solutions. The company offers services such as secure verification and enhancement of financial data, account aggregation, balance checks, customer analytics, and mobile banking. It primarily serves financial institutions and fintech companies. It was formerly known as MoneyDesktop. It was founded in 2010 and is based in Lehi, Utah.
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Jack Henry & Associates, Nacha, Canadian Imperial Bank of Commerce, and 2 more
Key People
Ryan Caldwell, Tyler Smith, Akram Boutros, and 2 more
Plaid operates as a technology company that focuses on providing a data network for fintech solutions. The company offers a suite of products that enable secure and easy connection of financial accounts to various applications and services. Plaid primarily serves the financial technology industry, including personal finance, lending, and wealth management sectors. Plaid was formerly known as Plaid Technologies. It was founded in 2013 and is based in San Francisco, California.
Personetics specializes in financial-data-driven personalized banking and customer engagement solutions. The company offers services such as real-time personalized insight and advice, automation of financial decisions, and simplification of day-to-day money management. It utilizes artificial intelligence for banking and finance. The company facilitates solutions for cleaning and categorizing transaction data, a management tool to develop and deploy new content across all bank channels, and more. It primarily serves the banking industry. It was founded in 2011 and is based in Tel Aviv, Israel.
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Akoya operates as a financial data management platform. It offers financial planning and budgeting tools, investment management, payment enablement, account opening, lending, credit enhancement, and more. It was founded in 2018 and is based in Boston, Massachusetts.
Blueleaf provides wealth management software solutions within the financial technology sector. The company offers a suite of tools for investment reporting, account aggregation, client billing, and rebalancing, designed to aid the client-advisor relationship. Blueleaf's software is primarily utilized by financial advisors and wealth management professionals to streamline operations and client engagement. It was founded in 2009 and is based in Boston, Massachusetts.
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Flanks focuses on wealth management technology in the financial services industry. The company offers services that automate and streamline the processes performed by wealth managers, such as connecting them with custodian entities globally and aggregating their financial data into their chosen reporting platforms. Flanks primarily serves the wealth management sector. The company was founded in 2019 and is based in Barcelona, Spain.
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Masttro operates as a WealthData company within the financial technology sector. The company offers a platform that aggregates, analyzes, and reports on individuals' and families' total net worth, encompassing both liquid and illiquid investments, liabilities, and passion assets across various currencies and regions. The company primarily serves wealth owners, their beneficiaries, and financial advisors with a focus on providing control, transparency, and peace of mind for informed financial decision-making. It was founded in 2010 and is based in New York, New York.
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Our Methodology
The ESP matrix leverages data and analyst insight to identify and rank leading private-market companies in a given technology landscape.
What is Account Aggregation Platforms?
These platforms provide advanced account aggregation capabilities that, using open finance capabilities, securely consolidate financial data from various sources, offering users a comprehensive and real-time view of their entire financial ecosystem. Designed for both banking and wealth management, they enable institutions to deliver personalized financial insights, automate actions based on user behavior, and provide a holistic view of assets and liabilities. These solutions enhance financial planning, client engagement, and decision-making while ensuring compliance with industry standards and maintaining stringent security and privacy measures.
Expert Collections
Market Map
Similar Markets
Do you compete within Account Aggregation Platforms?
Reach more buyers.
Your future customers are researching their next tech solution on CB Insights. Make sure they can find you.