Finicity Manage provides financial account aggregation and insights for personal financial management, enabling consumers to connect accounts, track spending, and gain financial visibility across institutions.
The platform supports financial wellness applications with comprehensive data aggregation, categorization, and insights that help consumers understand their financial picture and make informed decisions.
Personal financial management platform providing account aggregation and spending insights across European banks.


Financial data aggregation API connecting to 19,000+ data sources for banking, credit cards, investments, loans, and rewards.


Financial insights engine providing personalized, data-driven insights based on transaction and account data.


Configurable financial insights engine providing 86+ personalized, actionable insights based on transaction and account data.



Finary's wealth tracker aggregates users' investments across stocks, funds, crypto, and real estate.


Plaid provides bank data connectivity APIs for lending and underwriting workflows.

Personal financial management platform providing account aggregation and spending insights across European banks.
Financial data aggregation API connecting to 19,000+ data sources for banking, credit cards, investments, loans, and rewards.


Monarch's app aggregates accounts for budgeting, goal tracking, and collaborative money management.


Open banking data API providing account information, transaction data, and insights across European and global financial institutions.


Plaid connects applications to consumer and business financial account data. The product serves business customers through a hosted software platform.





Mastercard Open Finance provides open banking APIs and financial data aggregation connecting to 95% of U.S. deposit accounts.
Financial insights engine providing personalized, data-driven insights based on transaction and account data.

Configurable financial insights engine providing 86+ personalized, actionable insights based on transaction and account data.

Plaid Balance returns real-time account balance data.

Finary's wealth tracker aggregates users' investments across stocks, funds, crypto, and real estate.

Plaid provides bank data connectivity APIs for lending and underwriting workflows.

Monarch's app aggregates accounts for budgeting, goal tracking, and collaborative money management.

Open banking data API providing account information, transaction data, and insights across European and global financial institutions.

Plaid connects applications to consumer and business financial account data. The product serves business customers through a hosted software platform.

Plaid Transactions provides up to 24 months of categorized transaction data.

A read-only MCP connector exposing a user's Finary data to AI assistants.

API product for investment account balances, holdings, and transactions.

Mastercard Open Finance provides open banking APIs and financial data aggregation connecting to 95% of U.S. deposit accounts.
