Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Banks
Target firm size
- Enterprise
- Mid-Size
- Small
Product Description
Integrations
Plaid has 7 integrations in our directory
Search below to find what you're looking for
- Addepar Level 2
- AdvisorPeak Level 3
- Apex Clearing Level 2
- Black Diamond Level 2
- Bridge Financial Level 2
- Entole Level 2
- SmartRIA Level 2
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification, ISO 27001 certification, Other
Public APIs
Yes - Our APIs allow other developers to 'GET' information from our application.
API authentication
None
Data refreshed live via API
No
Developer portal exists
Yes
Developer portal features
None
Developer sandbox URL
No