{
  "page": "https://wealthtech.dev/categories/aggregation",
  "title": "Account aggregation providers: API access, sandboxes and MCP servers",
  "description": "APIs that pull account and holdings data from financial institutions.",
  "updated": "2026-10-22",
  "data": {
    "id": "aggregation",
    "name": "Account aggregation",
    "plural": "Account aggregation providers",
    "tier": "adjacent",
    "blurb": "APIs that pull account and holdings data from financial institutions.",
    "products": [
      {
        "id": "akoya",
        "name": "Akoya",
        "vendor": "Akoya LLC",
        "category": "aggregation",
        "tier": "adjacent",
        "access": "open",
        "sandbox": "Yes, self-serve",
        "openapi": "Published",
        "webhooks": "Yes",
        "mcp": [],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/akoya"
      },
      {
        "id": "byallaccounts",
        "name": "ByAllAccounts",
        "vendor": "Morningstar",
        "category": "aggregation",
        "tier": "adjacent",
        "access": "partner-gated",
        "sandbox": "Yes, on request",
        "openapi": "Published",
        "webhooks": "Not found",
        "mcp": [],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/byallaccounts"
      },
      {
        "id": "envestnet-wealth-data-platform",
        "name": "Envestnet Wealth Data Platform",
        "vendor": "Envestnet",
        "category": "aggregation",
        "tier": "adjacent",
        "access": "unknown",
        "sandbox": "Not found",
        "openapi": "Not found",
        "webhooks": "Not found",
        "mcp": [],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/envestnet-wealth-data-platform"
      },
      {
        "id": "finicity",
        "name": "Mastercard Open Finance US (Finicity)",
        "vendor": "Mastercard (Finicity)",
        "category": "aggregation",
        "tier": "adjacent",
        "access": "open",
        "sandbox": "Yes, self-serve",
        "openapi": "Published",
        "webhooks": "Yes",
        "mcp": [
          "finicity-agent-toolkit"
        ],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/finicity"
      },
      {
        "id": "plaid-investments",
        "name": "Plaid Investments",
        "vendor": "Plaid Inc.",
        "category": "aggregation",
        "tier": "adjacent",
        "access": "open",
        "sandbox": "Yes, self-serve",
        "openapi": "Published",
        "webhooks": "Yes",
        "mcp": [
          "plaid-dashboard-mcp"
        ],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/plaid-investments"
      },
      {
        "id": "yodlee",
        "name": "Envestnet Yodlee",
        "vendor": "Envestnet | Yodlee",
        "category": "aggregation",
        "tier": "adjacent",
        "access": "unknown",
        "sandbox": "Not found",
        "openapi": "Published",
        "webhooks": "Yes",
        "mcp": [],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/yodlee"
      }
    ]
  }
}