Account Aggregation for Advisors and Wealth Management

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Unmatched Account Aggregation and Integration Insight. The Aqumulate Legacy.

Expertise in Data Aggregation and Integration for Financial Services

““We’re thrilled with our decision. Aqumulate gives us an advantage over our peers. The software works great, and clients love it”
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— J. F. Williams Co

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Empowering Financial Advisors with Seamless Data Integration

At Aqumulate, we revolutionized financial data aggregation and software integrations. For over 16 years, our enterprise-level account aggregation software transformed how financial firms accessed and utilized client data. Think of the power of Mint.com and Plaid, but tailored for financial advisors. Our mission was clear: provide comprehensive financial profiles of client accounts by aggregating data from over 12,000 banks and integrating seamlessly with essential financial management tools.

““I am blown away by how easy Aqumulate is to work with”
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— Mel Parks - Forty-three Eighteen Advisors

Our Journey: From Inception to Industry Leaders

Our software wasn't just about aggregation. It was about integration, efficiency, and empowerment. We bridged the gap between banks and financial advisors by syncing data directly with CRM systems, financial planning tools, and portfolio accounting software. This integration meant advisors could focus more on strategy and less on data entry, enhancing their service quality.

A Proven Track Record with Industry Giants

We're proud to have provided data to some of the most well known company’s in wealth management and fintech, such as Solovis (a Nasdaq, Inc. company), Savant Wealth Management, Brighton Jones, RBC Correspondent Services, and Schwab Performance Technologies. Working with these giants is a testament to our capabilities.

Beyond Aqumulate: Your Data Aggregation and Integration Consultants

After a successful sale of the Aqumulate application in 2019, our expertise hasn't retired. It has evolved. Now, we offer consultancy services in data aggregation and integration, leveraging our rich experience to guide firms in the financial services industry. Whether you're dealing with account aggregation best practices, custom integrations and development, or trying to capture client data spread across multiple platforms, our team is here to streamline your processes.

Our founder's journey began with Baer Software, a pioneer in bi-directional software integration, setting the stage for a series of successful entrepreneurial ventures. With over 1,000 financial firms benefitting from our solutions, we are not just consultants; we are industry veterans with a proven track record.

Let's Build Your Future Together

Are you ready to transform how you manage customer data and system integration? Connect with us. Let's explore how bespoke aggregation and integration solutions can elevate your financial services.