Financial Data Aggregation

Wealth reporting and data aggregation platform by Pershing delivering consolidated performance and analytics.

Validis

Financial Data Aggregation

Data extraction and analytics platform for auditors and lenders pulling financial data from accounting systems.

Aleph

Financial Data Aggregation

Data-driven FP&A platform that connects financial and operational data for automated reporting and real-time analytics.

Fintoc

Billing & Payments

Open banking API for Latin America with payments and account aggregation

Masttro

Financial Data Aggregation

Wealth aggregation and reporting for UHNW clients.

Standard Metrics

Financial Data Aggregation

Portfolio management platform for VCs (formerly Quaestor) with automated data collection from startups.

InstaFinancials

Credit Risk Management

Indian company financial intelligence platform for sales and risk teams.

Speeda

Financial Data Aggregation

Uzabase's Japanese business intelligence platform used by corporate planners.

Indian financial data analytics platform offering credit decisioning and bank statement analysis for lenders across 18 countries.

Dealogic

Banking Software

Investment banking and capital markets data and workflow platform from ION.

Klavi

Finance & Accounting

Brazilian open-finance aggregation and credit-decisioning platform.

SPX by Macrobond

Financial Data APIs

Macroeconomic data platform for economists and investors with time series and chart builder.

Method Financial

Financial Data APIs

Consumer liability data and payments API connecting to 15000+ institutions for real-time account access.

Bankapi Salt Edge

Financial Data APIs

Canadian-Moldovan open banking platform offering data aggregation and PSD2 compliance.

Stream Financial

Financial Planning & Analysis

Real-time financial data hub platform for enterprise data consolidation and reporting.

Cobalt LP by FactSet

Financial Data Aggregation

Portfolio monitoring for LPs in private capital.

Linxo

Finance & Accounting

French personal finance management and account aggregation platform for consumers.

Finicity

Financial Data APIs

Mastercard-owned open banking platform providing account aggregation and verification APIs for lenders.

XLReporting

Financial Data Aggregation

Financial reporting and consolidation platform combining Excel flexibility with automated data integration for multi-entity companies.

Rainist

Financial Data APIs

Korean personal finance platform with B2B financial data APIs.

Klarna Kosma

Financial Data APIs

Klarna's European open banking platform offering data aggregation APIs for businesses.

Open banking and financial data aggregation platform for Latin American fintechs and banks.

Addepar

Financial Data Aggregation

Wealth management technology platform providing data aggregation, analytics, and performance reporting for RIAs and family offices.

Yodlee

Financial Data APIs

Envestnet's data aggregation and analytics platform for financial institutions and fintechs with 21,000+ data sources.

Wealth Access

Financial Data Aggregation

Client portal and data aggregation platform for wealth management firms to engage clients holistically.

Pngme

Financial Data APIs

African financial data platform aggregating SMS, bank, and mobile money data for lenders and fintechs.

Vesto

Financial Data Aggregation

Corporate treasury platform for startups investing excess cash into US Treasuries with automated ladders.

Open finance API platform for Indonesian banks and financial institutions.

AltExchange

RAG Platforms

Alternative investment platform connecting advisors to fund data and reporting for private investments.