Key Business Breakdowns
Products & Services
Financial Data Aggregation and Open Banking Platform
Financial data services and open banking platform designed to provide consumer-consented financial information through a unified API, enabling account •••••••••••, •••• ••••••••••, ••••••• ••••••••••••, ••• •••••••••• ••••••••••••.
Pricing & Go-to-market
Typical Contract Length
•-• •••••.
Pricing model
The multi-year pricing model comprises fixed subscription fees for core services, variable usage-based charges linked to defined metrics, and bespoke •••••••••••• ••••••• •••• ••• ••••••••••• ••• ••••••••••••••.
Average Sales Cycle
••-•• •••••• ••• ••••• •••••••••••, •-•• •••••• ••• •••-•••••• •••••••••, ••• •-• •••••• ••• ••••• ••••••••••.
Growth Review
Customer Overview
c.700 fintech companies, primarily within the financial services and financial technology industry verticals, with key segments including banks, credi• ••••••, ••• ••••••••••-•••••• ••••••••• ••••••• •••••••••.
| Company Name | Revenue | FTE | Proprietary Insights | HQ | Ownership Type |
|---|---|---|---|---|---|
 Envestnet | Yodlee | - | ••• '•• | - | USA | P•••••••• |
 Plaid | - | - | - | - | - |
 Tink | - | - | - | - | - |
 Finicity, a Mastercard Company | - | - | - | - | - |
 Personetics | - | - | - | - | - |
Relevant Companies
CircleBlack
Cloud-based software platform for wealth management firms and financial advisors to manage performance reporting, rebalancing, billing, and account connectivity with integration to custodians and third-party tools.
HQ
Ownership
Investors
EquityZen
Online marketplace platform for accredited investors to buy and sell pre-IPO shares of private companies in sectors such as technology, healthcare, and artificial intelligence, with transaction management and regulatory compliance.