AgilLink
AgilLink is a cloud-based bill payment and multi-entity client accounting platform purpose-built for U.S. family offices, entertainment business managers, and sports advisor firms serving high-net-worth clients, operating as a wholly-owned subsidiary of City National Bank / Royal Bank of Canada.
- Company typePrivate
- Founded1976
- HeadquartersEl Segundo, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What AgilLink does
AgilLink, a wholly-owned subsidiary of City National Bank (itself a subsidiary of Royal Bank of Canada), operates a cloud-based bill payment and client accounting platform purpose-built for firms serving high-net-worth clients. The company traces its lineage to 1976 as Datafaction, was acquired by City National Bank in 2010, and rebranded to AgilLink in March 2022 to reflect its modernized cloud architecture. The platform is composed of two core products — multi-client Bill Pay with straight-through processing into City National Bank treasury, and Client Accounting built on a multi-entity general ledger — plus a surrounding module ecosystem including InvestLink (an investment data aggregation API across 300+ custodians), Embedded Banking, the newer Connect to Bank add-on for third-party bank reconciliation, API integrations with Addepar and Black Diamond, and a mobile approval application.
The target customer base is narrowly vertical: single and multi-family offices, entertainment-industry business managers, and sports advisor firms that require multi-entity accounting, configurable approval workflows, document imaging, and audit-grade controls beyond what retail accounting tools provide. Onboarding is high-touch, typically running 2–6 months, with custom quote-based subscription pricing billed annually. Distribution is primarily direct enterprise field sales supplemented by referral from City National Bank's private banking relationships; the company also maintains a content, events, and LinkedIn-led thought leadership program targeted at the wealth management and entertainment finance ecosystem.
The business model is recurring SaaS subscription with professional services for onboarding and add-on fees for premium integrations. AgilLink reports having 300+ enterprise clients (including anchor accounts such as Pathstone, which processes 55,000–60,000 bills annually on the platform), maintains SOC 2 Type II, GDPR, and CCPA compliance, and has won three consecutive WealthBriefing WealthTech Americas Awards (Bill Pay 2024 and 2026, Client Accounting 2025). Headcount is in the 51–100 range and the company is structured for steady niche dominance rather than venture-scale hyper-growth, with AI capabilities framed as workflow automation, anomaly detection, and knowledge retrieval rather than as a standalone product.
AgilLink firmographics
Firmographics- Name
- AgilLink
- Legal name
- Datafaction, Inc.
- Website
- https://agillink.com
- Company type
- Private
- Founded year
- 1976
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- AgilLink is a cloud-based bill payment and multi-entity client accounting platform purpose-built for U.S. family offices, entertainment business managers, and sports advisor firms serving high-net-worth clients, operating as a wholly-owned subsidiary of City National Bank / Royal Bank of Canada.
- Ownership category
- akta.pro rank
AgilLink industry classification
Industry- Product category
- Cloud Accounting and Bill Payment Software
- NAICS
- Software Publishers (51321)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Embedded Tax, Accounting & Invoicing Finance (FSAGALAJ)
- akta.pro secondary industries
- Risk, Compliance & Controls for Embedded Finance (KYB/KYC/AML, Fraud, Disputes) (FSAGALAK), Enterprise Performance Management (EPM) & FP&A Platforms (HDAEAEAK), Robo-Advice for Institutional/Treasury (OCIO-lite, Cash & Liquidity) (FSAGAEAJ)
Keywords
Where AgilLink is headquartered
LocationHeadquarters
- HQ city
- El Segundo
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
AgilLink business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Platform Subscription: Cloud-based multi-client bill payment and client accounting platform subscription. Pricing is quote-based/custom, tailored to firm size and complexity.
- Implementation and Onboarding Services: Professional services during implementation including training, setup, and dedicated onboarding team. Onboarding typically takes 2-6 months depending on firm size.
- Add-on Services: Premium integrations such as Connect to Bank and InvestLink offered as add-on services beyond basic platform
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Custom enterprise pricing based on firm size and complexity |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
AgilLink product offering
Product offeringCore offering
AgilLink provides secure, multi-client bill payment and specialized cloud-based client accounting software for family offices, business managers, and sports professional firms serving high-net-worth clients. The platform combines a multi-entity general ledger, configurable approval workflows, integrated document imaging, and embedded banking integration with City National Bank, enabling firms to scale bill pay and accounting operations while maintaining proper controls and security.
Product overview
AgilLink is a unified financial operations ecosystem for family offices, business managers, and sports advisor firms serving high-net-worth clients. The platform comprises Bill Pay (core multi-client bill payment with treasury integration), Client Accounting (multi-entity general ledger), InvestLink (investment data aggregation API), Embedded Banking (treasury and cash management with City National Bank), Connect to Bank (third-party bank data aggregation), and API Integrations (connecting investment reporting tools like Addepar and Black Diamond). The system is purpose-built for complexity, supporting multiple entities, approval workflows, document management, and consolidated reporting across hundreds of institutional custodians.
Differentiator
Problem solved
Functional benefit
Products and services
- Bill Pay
Quantifiable outcome
- 70-80% reduction in payment processing time
- +3 more outcomes
Companies that use AgilLink
Customer profileNamed customers3 records
Segments5 records
Ideal customer profiles4 records
AgilLink technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
AI capability3 records
Feature7 records
AgilLink partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- City National BankcoreDeep strategic integration with City National Bank treasury management capabilities. City National Bank is a subsidiary of Royal Bank of Canada. AgilLink is an affiliate of City National Bank, enabling straight-through payment processing, ACH, wires, and banking integration.
- InvestLink (Aspire Financial Services, LLC)coreIntegration with InvestLink platform aggregates investment data from 300+ institutional custodians and reporting systems, standardizes securities and transactions, and transforms data into journal entries for the AgilLink general ledger.
- ExactualscoreIntegration with Exactuals PaymentHub enables direct deposit of royalty and residual payments for entertainment industry clients. Saves 70-80% of payment processing time. Exactuals is an RBC company and affiliate of City National Bank.
Scale indicators4 records
Recent moves5 records
Expansion highlights5 records
AgilLink competitors and assessment
Company assessmentDirect peers
- FundCount: FundCount delivers accounting and investment reporting software for family offices, fund admins, and RIAs; closely comparable to AgilLink's multi-entity client accounting and investment data aggregation (InvestLink) capabilities.
- Bill.com: Bill.com is a leading B2B bill payment and AP automation platform serving SMBs and increasingly mid-market firms; directly comparable to AgilLink's Bill Pay and embedded banking workflows, though Bill.com's ICP is broader and less focused on multi-entity HNW firms.
- AvidXchange: AvidXchange provides AP automation and bill payment solutions for mid-market and enterprise customers; competes head-on with AgilLink's bill pay, approval workflow, and invoice automation capabilities, though AvidXchange is more horizontal.
- MIP Fund Accounting (Community Brands): MIP provides fund accounting for nonprofits, government, and faith-based organizations; comparable to AgilLink's nonprofit and trust company segments where multi-entity accounting and restricted-fund reporting are required.
Others
- Addepar: Addepar is a portfolio management and investment reporting platform for family offices and wealth managers; serves as both a partner (via InvestLink integration) and a complementary technology in the family office stack AgilLink operates in.
Broad incumbents
- CCH (Wolters Kluwer): CCH provides tax, accounting, and audit workflow software for accounting firms; overlaps with AgilLink's bill-pay, GL, and audit-trail workflows used by family offices and business managers.
- Sage Intacct: Sage Intacct is a multi-entity cloud ERP/financial management platform with strong mid-market traction; addresses a comparable multi-entity GL and consolidations use case as AgilLink, but for a broader customer set.
- QuickBooks (Intuit): QuickBooks is the dominant SMB cloud accounting platform, explicitly identified by AgilLink as the retail baseline it displaces; a comparable adjacent competitor for entry-level multi-entity environments.
Emerging players
- Karbon: Karbon is a practice management and workflow platform for accounting firms; overlaps with AgilLink's billing, approval workflow, and client collaboration use cases for firm-based HNW service providers.
- Blackbaud: Blackbaud offers financial management and fund accounting specifically for nonprofits; directly overlaps with AgilLink's nonprofit segment and provides a benchmark for vertical SaaS in this space.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
AgilLink social profiles
Digital presenceAgilLink compliance and trust
Trust signalCompliance3 records
AgilLink financial estimates
Financial estimateRevenue estimate
Valuation estimate
AgilLink leadership team
Management profileNumber of profiles
Profiles10 records
AgilLink funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
AgilLink M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about AgilLink
What does AgilLink do?
AgilLink provides secure, multi-client bill payment and specialized cloud-based client accounting software for family offices, business managers, and sports professional firms serving high-net-worth clients. The platform combines a multi-entity general ledger, configurable approval workflows, integrated document imaging, and embedded banking integration with City National Bank, enabling firms to scale bill pay and accounting operations while maintaining proper controls and security.
Is AgilLink a public or private company?
AgilLink is a private company. It is classified as corporate owned and is currently operating.
When was AgilLink founded?
AgilLink was founded in 1976. It employs 11 to 50 people.
Where is AgilLink based?
AgilLink is headquartered in El Segundo, United States, in the North America region.
How does AgilLink make money?
Three revenue lines are on record. SaaS Platform Subscription is the primary driver. The others are implementation and Onboarding Services and add-on Services.
Who are AgilLink's main competitors?
Direct peers on record are FundCount, Bill.com, AvidXchange and MIP Fund Accounting (Community Brands). Addepar is listed as an others. Broad incumbents are CCH (Wolters Kluwer), Sage Intacct and QuickBooks (Intuit). Emerging players are Karbon and Blackbaud.
Does AgilLink have an API?
Yes. InvestLink is an investment API that aggregates data from 300+ custodians and investment reporting systems, standardizes securities/transactions/valuations, transforms data into journal entries aligned to chart of accounts, and publishes consolidated financials. The API uses secure tokenized feeds and connects via secure APIs and institutional feeds. AgilLink also provides general API integrations for connecting investment systems, data aggregation, and partner ecosystems. Developer documentation is at www.agillink.com/solutions/api-integrations.html.
What industry is AgilLink in?
AgilLink's product category is Cloud Accounting and Bill Payment Software. Its primary akta.pro industry code is FSAGALAJ, Embedded Tax, Accounting & Invoicing Finance, with a secondary code of FSAGALAK, Risk, Compliance & Controls for Embedded Finance (KYB/KYC/AML, Fraud, Disputes). Its NAICS code is 51321 and its SIC code is 6199.