Plaid

Plaid is a technology platform that provides APIs and developer tools to connect consumer bank accounts and financial data with applications. It enables developers to build modern financial services by offering infrastructure and intelligence tools that allow access to transactions, authentication for bank accounts, identity verification, real-time balances, asset verification, and income data. Its products include Transactions, Auth, Identity, Balance, Assets, and Income, supporting personal finance, consumer payments, lending, banking and brokerage, and business finance solutions. Plaid serves developers from startups to large financial institutions, helping democratize financial services with a developer-friendly experience. The company was founded in 2012 and is headquartered in San Francisco, California.

Heather Min

Head of Marketing

8 past transactions

Prism Data

Seed Round in 2023
Prism Data is a cash flow underwriting and analytics platform that focuses on transforming raw transaction data from financial providers into actionable insights. Its infrastructure is designed to enhance credit scoring by providing a comprehensive understanding of a consumer's credit risk, identity, and income. The platform's capabilities extend across various sectors, including payments, lending, insurance, personal financial management, fraud mitigation, and real estate. By leveraging consumer-permissioned deposit account transaction data, Prism Data enables businesses to gain new insights and make informed decisions regarding risk assessment and management.

Knot

Series A in 2023
Knot is the first merchant connectivity platform offering card-on-file switching for hundreds of online merchant accounts. Major financial institutions and startups embed Knot’s SDK to power customer experiences. Headquartered in New York City, Knot was founded in 2021 by Rory and Kieran O’Reilly and is backed by leading investors, including Nava Ventures, 8VC, American Express, Plaid, and many more.

Bluedot

Seed Round in 2023
Bluedot is a marketplace focused on enhancing electric vehicle (EV) charging accessibility. Founded in 2019 and headquartered in San Francisco, California, the company offers a software and hardware integrated system through a mobile application. This platform allows charger owners to schedule and share their charging spots, generating income while facilitating EV owners in locating both public and private charging units. The application not only enables users to track real-time availability of charging stations but also supports fleet owners in managing charge schedules, statistics, and maintenance remotely. Additionally, it serves as a universal charging payment and rewards platform for individual and fleet drivers, promoting the adoption of electric vehicles.

Codat Limited

Series C in 2022
Codat Limited operates a platform facilitating integrations between financial and accounting software. Established in 2016, it serves businesses, banking, insurance, and e-commerce sectors, with offices in London and New York.

Sensible Weather

Series A in 2022
Sensible Weather is a climate risk technology company that de-risks weather for travelers and travel partners. It offers a partner-branded Weather Guarantee service that reimburses travelers when bad weather disrupts an in-trip experience, supported by a proprietary climate data and risk analytics platform that prices Weather Guarantee in real time. The platform provides climate information and change projections to aid planning for travel and events, enabling partners to generate new revenue and improve traveler experiences.

Cognito

Acquisition in 2022
Cognito is a technology company specializing in intelligent identity verification solutions. Founded in 2013 and based in Palo Alto, California, Cognito offers an identity verification platform that enables businesses to verify customer identities through APIs. The platform checks essential data such as names, dates of birth, addresses, and identification numbers to ensure compliance with Know Your Customer (KYC) regulations and to mitigate fraud risks. Cognito's services cater to various industries, including crowdfunding, virtual currency, healthcare, and on-demand services. Originally established as BlockScore, Inc., the company rebranded to Cognito in 2014, emphasizing its commitment to providing a developer-friendly solution that addresses common frustrations associated with identity verification processes.

Flannel

Acquisition in 2021
Flannel is an interactive branding company. By telling their stories through engaging language and design, they assist organizations in clarifying their objectives and identities. They handle storytelling and branding with the integrity that graduate and undergraduate institutions demand.

Quovo

Acquisition in 2019
Quovo Inc. is a data platform that specializes in providing financial analytics and data management solutions for small- and mid-sized investors. Founded in 2009 and headquartered in New York, the company enables businesses to connect to millions of consumer financial accounts across over 14,000 institutions. Quovo's platform retrieves, organizes, and analyzes data, offering features such as automated data repair, portfolio reconciliation, and insights into client account activity. Its services are tailored for a diverse clientele, including endowments, foundations, family offices, and financial advisors. By facilitating deeper connectivity and insights, Quovo assists financial service providers in enhancing customer relationships and personalizing their offerings. In 2019, Quovo became a subsidiary of Plaid Inc.
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