Plaid

Unlock financial freedom for everyone

Plaid is focused on democratizing financial services through technology, providing developer-friendly infrastructure that securely connects financial accounts to fintech products and services.

San Francisco, United StatesFinancial ServicesEnterprise

Partnerships

Checkbook

Checkbook is a payments platform that offers businesses a versatile and embeddable way to scale their payouts. As a leading provider of both legacy and modern payment options, Checkbook is uniquely positioned to enable businesses to access the speed, flexibility and cost savings of modern payment technologies, with the familiarity and simplicity of paper checks.

San Mateo, United States

Partnerships

Clients

Sprout Social

Sprout Social Inc develops a cloud software that brings together social messaging, data and workflows in a unified system of record, intelligence, and action. It has a centralized, secure and powerful platform that can scale horizontally across an organization to drive maximum business value. The firm generates majority revenue from software subscriptions.

Chicago, United StatesSoftware & SaaS

Clients

Team

Corinne Beksha

Various roles including Analyst, Associate, and Vice President in Interest Rate Sales and Product Management

Corinne Beksha

COO

Team

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Stripe

Financial infrastructure to grow your revenue.

South San Francisco, United StatesSoftware & SaaS

Platform ProviderManaged Service Provider (MSP)

Evolit Consulting GmbH

Individual software realisieren

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Envestnet

Envestnet provides wealth-management technology and solutions to registered investment advisors, banks, broker/dealers, and other firms. Its Tamarac platform provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software to high-end RIAs. Envestnet's portfolio management consultants provide research services and consulting services to assist advisors, including vetted third-party managed account products. In November 2015, Envestnet acquired Yodlee, a provider of data aggregation, which is reported in the firm's data and analytics segment. In 2019, Envestnet acquired MoneyGuidePro to bolster its financial planningmore

Berwyn, United StatesSoftware & SaaS

Team

Corinne Beksha

Various roles including Analyst, Associate, and Vice President in Interest Rate Sales and Product Management

Corinne Beksha

COO

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Stripe

Financial infrastructure to grow your revenue.

South San Francisco, United StatesSoftware & SaaS

Platform ProviderManaged Service Provider (MSP)

Evolit Consulting GmbH

Individual software realisieren

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Envestnet

Berwyn, United StatesSoftware & SaaS

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Clients

Sprout Social

Chicago, United StatesSoftware & SaaS

Partnerships

Checkbook

San Mateo, United States

Plaid

Plaid is focused on democratizing financial services through technology, providing developer-friendly infrastructure that securely connects financial accounts to fintech products and services.

Checkbook

Sprout Social

Corinne Beksha

Corinne Beksha

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Envestnet

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Corinne Beksha

Corinne Beksha

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Plaid

Plaid is focused on democratizing financial services through technology, providing developer-friendly infrastructure that securely connects financial accounts to fintech products and services.

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