What it sells
Plaid for trading
Business model breakdown
Buyer: who owns the budget?
UnverifiedProduct/engineering leads at fintech apps.
Trigger: what makes them buy now?
Manual entry/CSV uploads create friction; need to connect brokerage accounts and trade.
Workflow: what inputs become what output?
Integrate one API to connect 40+ brokerages for balances, holdings, orders, transactions and trading.
Economics: what it saves and how it charges
Platform fee plus per connected user.
Distribution: how it reaches customers
Developer self-serve signup, docs, brokerage integration listings.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Winter 2022 | — | Y Combinator | ycombinator.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.