CONTACT

RIA Account Aggregation Software Provider Directory

Firm Name Address Phone Email Website
Aqumulate 480 Forest Ave., Locust Valley, NY 11560 888-623-7189x sales@aqumulate.com http://www.aqumulate.com/
By All Accounts (acquired by Morningstar) 10 State St., Wiburn, MA 01803 781-376-0801x sales@morningstar.com http://byallaccounts.morningstar.com/
Cash Edge 255 Fiserv Dr., Brookfield, WI 53045 800-872-7882x   https://www.fiserv.com/about/brands/cashedge.aspx
Intuit 2700 Coast Ave., Mountain View, CA 94043 1-800-4INTUIT   http://www.intuit.com/
Quovo 251 W. 30th St., 16th Floor, New York, NY 10001 646-216-9437x info@quovo.com https://www.quovo.com
Yodlee (acquired by Envestnet) 3600 Bridge Parkway, Suite 200, Redwood, CA 94065 650-980-3600x   http://www.yodlee.com