On a mission to unlock financial freedom for everyone
US, Canada, UK & Europe
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Asking people to connect their financial accounts takes trust. That’s why @perplexity_ai built Personal CFO with Plaid. We sat down with @jeffgrimes9 to talk about how it works.
The full Q&A: pla.id/perplexity 🔌
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“Trust is crucial, and Plaid has become a brand people trust for sharing their financial data securely. We believe that when people have access to their data, they have better financial outcomes."
🎤 CMO @hhsayshello closing us out at @money2020, in conversation with @jpmorgan, @i2cinc, and @GOLDCOUNCIL on building narratives people believe in.
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“Consumers want support to be easy, personalized, and lead to resolution, all in one place.”
🎤 Head of AI GTM Kathleen McGuirk and @DecagonAI CEO @thejessezhang sat down at @money2020 to talk about AI as part of the customer experience.
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Plaid retweeted
Fun to chat with @AravSrinivas about agentic finance at Money2020 today.
We are excited to bring @perplexity_ai’s finance tools to Europe and the UK shortly!
Just in from @money2020: we’re expanding our partnership with @perplexity_ai into the EU and UK.
🎤 @zachperret in conversation with @AravSrinivas:
“I don’t think the frontier of finance is just within finance. I actually think it goes much further, now that you can enable this data to have a real world impact on your life.”
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Plaid retweeted
The future of #credit isn’t just about credit scores. It’s about the full financial picture. 🔥
@Plaid is changing the game at @money2020. 🚀 Come see the evolution.
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Just in from @money2020: we’re expanding our partnership with @perplexity_ai into the EU and UK.
🎤 @zachperret in conversation with @AravSrinivas:
“I don’t think the frontier of finance is just within finance. I actually think it goes much further, now that you can enable this data to have a real world impact on your life.”
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Day 2️⃣: our museum of money is ready for you.
📍 Booth 19067, @money2020
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“When people started talking about AI agents, Horizon is what I pictured. Sci-fi, til it wasn’t.”
🎤 Plaid CTO @willrobinson23 in conversation with @SierraPlatform at @money2020
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Our curator, Zabaya, and Allegra are here to walk you through the evolution of finance.
📍 Booth 19067, @money2020
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Plaid retweeted
Personal CFOs are here. I'm so inspired about what this means for regular people. High quality financial advice is no longer only for the wealthy.
Thanks to @perplexity_ai for letting us tell your story.
Asking people to connect their financial accounts takes trust. That’s why @perplexity_ai built Personal CFO with Plaid. We sat down with @jeffgrimes9 to talk about how it works.
The full Q&A: pla.id/perplexity 🔌
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Plaid retweeted
Perplexity can be your Personal CFO with @Plaid connector set up inside Computer.
Asking people to connect their financial accounts takes trust. That’s why @perplexity_ai built Personal CFO with Plaid. We sat down with @jeffgrimes9 to talk about how it works.
The full Q&A: pla.id/perplexity 🔌
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Plaid retweeted
We chose @Plaid as our partner for Personal CFO to maximize trust and security.
Connect your financial accounts securely through Plaid, then build n=1 personal financial apps with Computer.
Asking people to connect their financial accounts takes trust. That’s why @perplexity_ai built Personal CFO with Plaid. We sat down with @jeffgrimes9 to talk about how it works.
The full Q&A: pla.id/perplexity 🔌
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Plaid retweeted
Another great release: We launched the newest version of Cash Advance Index, bringing @Plaid's Sequential Foundation Model into the score, as well as a new dashboard experience.
The result: up to 10% fewer dollars lost at fixed approval rates.
See more: plaid.com/blog/cash-advance-…
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For our final drop of Fall Release '26, we upgraded the data infrastructure that thousands of personal finance apps are built on.
📊 Transactions: improved merchant name accuracy by over 19%.
📊 Liabilities: expanded coverage to more auto loans, HELOCs, personal loans, and lines of credit
📊 Investments: added identifiers so 95% of holdings now have at least two, making reconciliation easier
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Read more about what's new in financial data: pla.id/pfm
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