• 2013

Company Description

Aqumulate is a technology firm designing software to aggregate financial data of clients.

Aqumulate automates the creation of a consolidated view of client assets and liabilities, creating deep insight that can lead to stronger relationships and increased assets under management and advisement. With the ability to aggregate account data from more than 10,000 data portals, Aqumulate completes the picture for advisors and their clients. This wide coverage of accounts includes investment, retirement, banking, insurance, 529s, 401(k), 403(b), annuities, REITs and hard to reach assets, as well as the mortgatge, loans, bills, and other liabilities.