Aqumulate understands independent RIA firms.


Aqumulate is the only pure account aggregation provider in the financial services industry. We are 100% focused on providing reliable, actionable account data from thousands of custodians, brokerage firms, and banks.

Aqumulate's aggregation engine harvests account data from more than 11,000 financial portals, presents this data online, and delivers this data into 3rd party software used by our customers. Our business model complements virtually any system an advisor deploys in their technology stack.

We have two key differentiators when it comes to our understanding of the independent advisor:

Integration – Aqumulate understands advisors want to have a choice when it comes to the systems that work best with their practice. We have tight integrations with more than 30 software systems, many being the most widely used by independent advisors. Our fully automated end-to-end solution captures and delivers financial account data into the tools advisors use to run their practice.

Support – We are a technology company, but our focus is support. Aqumulate’s dedication and commitment to support is unmatched. And we are proud of that.