AllData Account Aggregation Solution from CashEdge to Power HelloWallet

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Financial account aggregation enables revolutionary online service to provide independent financial guidance.

CashEdge, Inc. (, provider of AllData, the only premium account aggregation service, today announced that it will offer its industry-leading aggregation service to HelloWallet ( to power its revolutionary, online financial guidance and management service.

HelloWallet provides its members with tools to create customized financial plans, 24/7 personal money-management and monitoring, and an individualized bank shopper service, which looks at over 90,000 different financial establishments to find better prices and rates on financial products.

AllData will provide HelloWallet with detailed, accurate and timely financial data for its users from more than 10,000 data sources, including bank accounts, investments, retirement accounts, insurance plans, credit cards, mortgages and annuities.

This aggregated data, and the insight it provides, allows HelloWallet to provide its members with a holistic view of their financial picture. This complete financial view enables HelloWallet to develop and deliver highly targeted and personalized financial guidance tools – which is HelloWallet’s singular commitment to its customers.

“We selected CashEdge as our aggregation partner because their robust and highly secure aggregation technology exceeds our exceptional data quality requirements and offers the widest and deepest coverage of data sources available – both of which are fundamental to providing highly personalized and targeted financial information,” said Matt Fellowes, CEO, “We are also exceptionally pleased with CashEdge’s partnership approach to working with us.”

“HelloWallet is dedicated to understanding their member’s unique financial situation which makes a complete and accurate picture of a person’s financial portfolio absolutely necessary,” said Tom Roberts, General Manager of Aggregation for CashEdge. “We are thrilled to be offering our aggregated service to power HelloWallet, a great company with a great new offering. The robustness and reliability of our aggregation service will enable HelloWallet to focus on what they do best – offering superior financial guidance tools.”


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Kathleen Fusco
Zer0 to 5ive for CashEdge
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