Question: Do you know of a financial data aggregation API that can integrate with our existing systems for better wealth management?

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Envestnet | Yodlee

Envestnet | Yodlee is a broad financial data aggregation platform that reaches more than 17,000 data sources around the world. It offers a variety of products and APIs for retail banking, credit and lending, open banking and financial wellness, among other areas. It's secure, compliant with regulations and can be integrated with existing systems, making it a good foundation for wealth management improvements.

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Flinks

Another good option is Flinks, which offers secure access to users' financial data, processes raw transactions into useful information and has a strong open banking program. It's designed to automate underwriting, improve onboarding and streamline wealth management with tools for KYC, transaction history and account authentication, and it's easy to use and integrate.

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Plaid

Plaid is another strong contender, offering a secure and reliable way to link users' financial data to apps and services. With features like real-time balance verification, categorized transaction data and identity verification, Plaid covers a broad range of financial use cases, including personal finance, business finance, lending and wealth management. Its APIs are designed to be easy to use, so it's easy to get a fintech experience.

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Finnhub

If you're looking for something more data rich, Finnhub offers real-time and alternative financial data through RESTful APIs and WebSockets. It includes detailed financial statements, comprehensive ETFs and Mutual Funds data, and supports real-time updates for a variety of assets. This makes it a good option for developers and financial analysts looking for a rich and reliable source of financial data to make informed investment decisions.

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