Finicity is part of the Mastercard family. Our open banking platform provides the financial data you need.

Personal Financial ManagemenT

Smart data for finance innovation

Our insights power financial apps that help consumers improve their finances through monitoring, budgeting, analytics and more.

Customers using our solutions

Better data. Better decisions.

We put the ‘personal’ back into finances with data direct from customer bank accounts to improve and simplify their financial lives. A better view of their finances for better financial outcomes.

Our data services that power personal financial management:

Account History

Statements

Transactions

Key benefits

Cleaned, categorized and aggregated account data— providing consumers insights to improve their finances.

  1. Increase consumer financial literacy so customers can build wealth and pay down debt more easily.
  2. Consolidate data from all accounts in one place to build wealth by tracking and managing portfolios.
  3. Insights and analytics for wealth managers or data for robo-advisors.
  4. Populate accounts and budgets with up to 24 months of high-quality data.

Connect for a better experience

Consumers easily permission data from their bank accounts with Connect. We do the rest, delivering the financial data you need to enhance your customer’s new financial experience.

More Resources


The best data and insights

Learn more about our Manage solution set


Get started

Chat with sales to get started using our data for better insights


The best connections

Our open banking platform covers 95% of direct deposit accounts in the U.S.

Certain open banking solutions are provided by Finicity, a Mastercard company.