Account Aggregation
Automated collection and normalization of financial data from disparate institutions for a holistic client view.
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Capital is flowing — $16.9B tracked across 33 vendors in the catalog. Net-net, AI is materially reshaping how account aggregation gets done.
From fragile screen-scraping to secure direct-API networks
Traditional aggregation has long depended on fragile screen-scraping technology that constantly breaks due to website updates and multi-factor authentication (MFA) challenges. This is being completely dismantled by open banking mandates and secure, direct-API networks (like Plaid and Akoya) that establish tokenized, permissioned data pipelines. This ensures that the advisor's view of a client's total net worth is finally real-time, completely stable, and fully secure.
AI vendors moving the needle
Ranked by AI-native status, recent funding, and product momentum in this category.