Perfios
Financial Data Aggregation
Indian financial data analytics platform offering credit decisioning and bank statement analysis for lenders across 18 countries.
Custom quoteCredit Risk ManagementFinancial Analytics
PriceUsage-based
Financial Data Aggregation
Platforms that aggregate financial data from multiple accounts and institutions into unified views.
Company size
Purchasing
Compliance (as stated by vendors)
Asset Vantage
Investment Management Software
Family office general ledger and performance reporting.
Custom quoteDocument ManagementFinancial Consolidation
Price$2,500+ / month
Finicity
Open Banking and BaaS
Mastercard-owned open banking platform providing account aggregation and verification APIs for lenders.
Free trialUsage-basedFinancial Data APIsBanking Software
PriceUsage-based
XLReporting
Financial Consolidation
Financial reporting and consolidation platform combining Excel flexibility with automated data integration for multi-entity companies.
Free trialISO 27001GDPRTiered plansFinancial ConsolidationETL & Data Integration
Price$49 / month
Albridge
Financial Data Aggregation
Wealth reporting and data aggregation platform by Pershing delivering consolidated performance and analytics.
Wealth ManagementFinancial Reporting
Validis
Financial Data Aggregation
Data extraction and analytics platform for auditors and lenders pulling financial data from accounting systems.
SOC 2ISO 27001GDPRCustom quoteAudit ManagementFinancial Analytics
PriceContact sales
Aleph
Financial Analytics
Data-driven FP&A platform that connects financial and operational data for automated reporting and real-time analytics.
Free trialCustom quoteFinancial Close ManagementFinancial Analytics
PriceContact sales
Fintoc
Open Banking and BaaS
Open banking API for Latin America with payments and account aggregation
PCI DSSBilling & PaymentsOpen Banking and BaaS
Masttro
Wealth Management Platforms
Wealth aggregation and reporting for UHNW clients.
Custom quoteWealth ManagementWealth Management Platforms
PriceContact sales
Standard Metrics
Investment Portfolio Management
Portfolio management platform for VCs (formerly Quaestor) with automated data collection from startups.
SOC 2GDPRCustom quoteWealth ManagementInvestment Portfolio Management
PriceContact sales
InstaFinancials
Sales Intelligence
Indian company financial intelligence platform for sales and risk teams.
Credit Risk ManagementFinancial Data APIs
Speeda
Market Intelligence Platforms
Uzabase's Japanese business intelligence platform used by corporate planners.
Free trialCustom quoteBusiness Intelligence PlatformsBusiness Intelligence (BI)
PriceContact sales
Dealogic
Financial Data Aggregation
Investment banking and capital markets data and workflow platform from ION.
ISO 27001Custom quoteBanking SoftwareDeal Intelligence
PriceContact sales
Klavi
Open Banking and BaaS
Brazilian open-finance aggregation and credit-decisioning platform.
Finance & AccountingAI for Finance
SPX by Macrobond
Financial Data APIs
Macroeconomic data platform for economists and investors with time series and chart builder.
Custom quoteFinancial Data APIsInvestment Research Platforms
PriceContact sales
Method Financial
Financial Data APIs
Consumer liability data and payments API connecting to 15000+ institutions for real-time account access.
Usage-basedFinancial Data APIsBanking Software
PriceContact sales
Bankapi Salt Edge
Open Banking and BaaS
Canadian-Moldovan open banking platform offering data aggregation and PSD2 compliance.
ISO 27001Usage-basedFinancial Data APIsKYC and Customer Due Diligence
PriceContact sales
Stream Financial
Financial Data Aggregation
Real-time financial data hub platform for enterprise data consolidation and reporting.
ISO 27001Financial Planning & AnalysisFinancial Consolidation
Who Financial Data Aggregation is sold to
- Startup (1-50)
- Small business (51-200)
- Mid-market (201-1,000)
- Enterprise (1,000+)
What Financial Data Aggregation certifies
- SOC 2
- ISO 27001
- GDPR
- PCI DSS