Account aggregation providers
APIs that pull account and holdings data from financial institutions. Of 6 products here: 3 open, 1 partner-gated, 2 none found.
2 of them have an MCP server or AI connector on record: Mastercard Open Finance US (Finicity), Plaid Investments.
| Product | API access | Auth | Sandbox | OpenAPI | Checked |
|---|---|---|---|---|---|
| Akoya Akoya LLC | Open: self-serve docs and keys | OAuth 2.0 (authorization code) | Yes, self-serve | Published | Oct 17, 2026 |
| ByAllAccounts Morningstar | Partner-gated | Partner credentials | Yes, on request | Published | Oct 17, 2026 |
| Envestnet Wealth Data Platform Envestnet | Not found | Not found | Not found | Not found | Oct 17, 2026 |
| Envestnet Yodlee Envestnet | Yodlee | Not found | API key | Not found | Published | Oct 17, 2026 |
| Mastercard Open Finance US (Finicity) Mastercard (Finicity) | Open: self-serve docs and keys | Partner credentials | Yes, self-serve | Published | Oct 17, 2026 |
| Plaid Investments Plaid Inc. | Open: self-serve docs and keys | API key | Yes, self-serve | Published | Oct 17, 2026 |
Other categories: Advisor CRM · Financial planning · Portfolio management and reporting · Custodians · Wealth platforms · Compliance and archiving · Regulatory adviser data · Prospecting data · Market and reference data