Plaid is a data network that powers the tools millions of people rely on to live a healthier financial life. Plaid works with thousands of companies like Venmo, SoFi, and Betterment, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers more than 12,000 financial institutions across the US, Canada, UK and Europe. Headquartered in San Francisco, the company was founded in 2013 by Zach Perret and William Hockey.
MX Technologies, Inc. is a leader in actionable intelligence, enabling financial providers and consumers to do more with financial data. MX provides end-to-end solutions for financial institutions and fintechs to connect to, understand, and act on customers’ financial data.
Cleo was founded in 2016 by people who'd been burned by banks and frustrated by a financial system that wasn't built for the people using it.
We created Cleo to change the world's relationship with money.
More than a budgeting app, Cleo is an AI financial assistant that helps millions of people understand their money, build healthier financial habits, and make smarter decisions through personalized conversations, insights, and tools. We believe managing money should feel simple, empowering, and even enjoyable, not confusing or intimidating.
Since launching, we've grown from a small team with a big idea into a company of more than 250 people, raising an $80 million Series C led by Sofina and reaching a $500 million valuation.
Today, we're redefining what personal finance looks like in the age of AI by building products that millions rely on every day. We're just getting started.