Golden Door Asset
Fintech Grader
Directory/Investment Management/Plaid
Plaid logoP
Investment Management

Plaid

Securely connect to client financial data with Plaid.

"Plaid provides a secure and reliable data network that connects financial accounts to applications and services. It enables RIAs to access client financial data from various sources, streamlining processes like account aggregation, reconciliation, and portfolio analysis. Plaid helps firms improve efficiency and deliver a more holistic view of client finances."

Launch Product Page
Consensus Grade
A
92/100 Confidence
Institutional Verified
Market Position
Ranked #214 in Investment Management
Validated Adoption
23 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Secure data connectivity
Broad financial institution coverage
Real-time data updates
Simplified data aggregation
Reduced manual data entry

Primary Use Cases

Client onboarding and account setup
Portfolio performance reporting
Financial planning and analysis
Transaction reconciliation
Automated billing

Agentic Intelligence Briefing

"Plaid empowers RIAs with secure and comprehensive access to client financial data, facilitating informed decision-making and improved client experiences."

Real-time Forensic Synthesis

Competitive Strengths

Secure and reliable account aggregation
Broad connectivity to financial institutions
APIs for easy integration with other platforms
Automated data feeds
Reduced manual data entry

Adoption Hazards

Can be expensive for smaller firms
Reliance on API stability of connected institutions
Data accuracy dependent on source institution

Stack Compatibility Profile

How Plaid integrates into institutional RIA stacks.

23 Firms Analyzed
Riskalyze Online
96%
Stack Correlation
Nitrogen Wealth
91%
Stack Correlation
Elements Financial Planning
78%
Stack Correlation
Morningstar Office
65%
Stack Correlation
Bill.com
65%
Stack Correlation
Bloomberg Tax (BNA)
57%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
RIAs seeking efficient client data aggregation
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Yodlee
2MX
3Intrinio

Value Proposition

"Streamline your clients' financial data aggregation with Plaid's secure and reliable API, enabling efficient portfolio management and personalized financial advice."

Audit Your RIA Stack

See how Plaid fits into your overall tech efficiency score.

Alternative Peer Landscapes

Adaptive

Investment Data & Analytics: Powering Smarter Decisions.

Deeper Intel

Amplify

Amplify: Powering Portfolio Management for RIAs.

Deeper Intel

Andes

Andes: Aligning investments with client risk profiles.

Deeper Intel

Apex

Apex: Streamlining Custodial Solutions for Investment Management.

Deeper Intel

Aroa

Investment data and analytics for smarter portfolio decisions.

Deeper Intel

AssetMark

AssetMark: Integrated platform for RIA growth and client success.

Deeper Intel
Golden Door Asset

Company

  • About
  • Contact
  • LLM Info

Tools

  • Agents
  • Grader
  • Calculators

Resources

  • Fintech Directory
  • Benchmark Report
  • Software Pricing

Legal

  • Privacy Policy
  • Terms of Service
  • Disclaimer

© 2026 Golden Door Asset.  ·  Maintained by AI  ·  Updated Jan 2026  ·  Admin