01
01 Our Vision

Our vision

Plaid is focused on democratizing financial services through technology. We build beautiful consumer experiences, developer-friendly infrastructure, and intelligence tools that give everyone the ability to create amazing products that solve big problems.

02 Our Business
02

Our business

We started out by building the technical infrastructure APIs that connect consumers, traditional financial institutions, and developers. Today, we add key insight to the data access we provide with our suite of analytics products.

Team members
6
Products
10 billion +
Transactions analyzed
03 Our Space
03
company 3
Chelsea Allison
Marketing
Dana Merrick
Devops

Our space

Fittingly, Plaid's offices are situated at the intersection of finance and technology: San Francisco's Financial District.

company 1
Chris Feo
Engineering
Al Hertz
Design
company 4
Alex Dickey
Platform
Stefan Sohlstrom
Design
Paolo Bernasconi
Engineering
Ben Biran
Platform
04 Our People
04

Our people

We have diverse backgrounds and skills, but we're all passionate about building a more efficient and inclusive financial infrastructure—together.

team Adamson
Kate Adamson
Sales

Kate helps lead Growth at Plaid, responsible for sales, expanding into new verticals and managing partnerships. She previously worked in the office of the COO at JPMorgan Chase in regulatory strategy. Previously, she worked in their investment bank selling interest rates and securitized products to financial institutions. Kate graduated from Princeton University majoring in Economics with a Certificate in Theater & Dance. She enjoys good food, art and competitive games.

team Allison
Chelsea Allison
Marketing

Chelsea leads Plaid's content and marketing efforts. Before Plaid, she led marketing at Sookasa, a cloud security company acquired by Barracuda Networks. In prior lives, she was a writer at Vogue and an investment banker at Wells Fargo. She's partial to Duke basketball, her husband's cooking, and the Oxford comma.

team Serdar
Tessa Serdar
Product Support Engineer

Tessa is a product support engineer at Plaid. She is originally from Portland, enjoyed many years in Austin, and now works in Plaid's San Francisco office. Before Plaid, she worked on data analytics at multiple tech companies throughout the Bay Area. She's partial to California Pinot Noir, Texas brisket, and french bulldogs.

team Harwin
Taylor Harwin
Product Support Engineer

Taylor Harwin is originally from Virginia Beach, VA, and graduated from Columbia University with majors in Economics and French Literature. He started his career at Facebook, then moved to Twitter, where he was a member of the Trust & Safety team. He left that role to pursue software engineering, and worked on the front-end team at Jama Software before joining Plaid. He enjoys running, playing the electric guitar, and shamelessly self-promoting his personal brand.

team Wong
Sandy Wong
Controller

Sandy oversees accounting, tax, and business operations at Plaid. She's originally from Connecticut where she studied Accounting. After graduating, she joined PwC and most recently helped companies like One Kings Lane and Optimizely build out their back-offices from the ground up. She spends her free time practicing yoga and exploring the bay area with her husband and dog.

team Berardinelli
Kevin Berardinelli
Growth

Kevin focuses on Growth at Plaid. Originally from Connecticut, he studied physics at Wake Forest and mathematics at Georgetown, and most recently worked in DC helping startups and the U.S. government work together. Of note, he once starred in the musical Forever Plaid and, fittingly, his wardrobe consists of mostly plaid clothing [yes, he loves a good pun].

team Pettit
Joe Pettit
Product Support Engineer

Joe is a product support engineer. He is originally from New Jersey, but he has recently lived in Texas and now works remotely from the Minneapolis area. When not working Joe spends his time on his numerous side projects, improving his coding skills and occasionally traveling.

team Kahn
Dan Kahn
Business Development

Dan Kahn focuses on Business Development at Plaid. He joins from Capital One, where he worked on digital payments partnerships and corporate strategy. Prior to Capital One, Dan was a management consultant at the Boston Consulting Group and an early team member at Kiva and CommonBond. Dan has a BA from Tufts University and an MBA/MPA degree from Wharton and the Harvard Kennedy School. Outside work, Dan enjoys skiing, nerding out on behavioral science, and travel hacking.

team Shogry
Baker Shogry
Operations

Baker leads Operations and international efforts at Plaid. He joins from Silver Lake, where he focused on growth investments in enterprise technology. Prior to Silver Lake, Baker worked for Bain & Company. He holds an MBA from Harvard Business School and a BA from Davidson College.

team Hildebrandt
Alexis Hildebrandt
Software Engineer

Born and raised in the heart of Berlin, Alexis experienced history first-hand when the Wall came down. He studied informatics at the Brandenburg University of Applied Science and focuses on the native mobile experience for Plaid. Apart from all things Unix, Alexis enjoys preparing and eating raw vegan delicacies complemented by fresh juices and a fine selection of exquisite music.

team Bernasconi
Paolo Bernasconi
Software Engineer

Paolo is a software engineer at Plaid, focusing on consumer-facing products. Originally from Geneva, Switzerland, he recently graduated from Middlebury College with a degree in Economics and Computer Science. When not at work, you'll find him traveling to the ends of the world, searching for the freshest powder.

team Mezenner
Omar Mezenner
Product Support Engineer

Originally from Texas, Omar studied Electrical Engineering at Caltech. Prior to Plaid, he worked as an options trader at PEAK6 and an engineer at Oracle. He enjoys avoiding the existential dread by staring at a glowing screen for 18 hours a day.

team Kot
Nathan Kot
Software Engineer

Nathan is a software engineer at Plaid hailing from New Zealand, where he studied Finance and Economics in the University of Auckland. Now living in Tokyo, he spends his free time eating good food and snowboarding.

team Miner
Luke Miner
Data Scientist

Luke is a data scientist at Plaid. Before Plaid, Luke worked as a data scientist at Crowdpac and C9, and as an assistant professor of economics. He studied philosophy at Stanford and earned a PhD in economics at the London School of Economics. He is the author of a book, Paris Jazz, and in his free time enjoys reading comics, playing guitar, chasing after his toddler, and rocking his baby.

team Lee
Kris Lee
Product Support Engineer

Kris is a product support engineer at Plaid. Originally from Manila, he lived in Singapore before moving to San Francisco in 2009. When he’s not busy coding, he spends his days playing with his cat, watching figure skating, and making vegan Filipino and Russian food. An avid traveler, he dreams of going to Antarctica one day to be surrounded by penguins.

team Biran
Ben Biran
Product Support Engineer

Originally from Tel Aviv, Ben studied Statistics and Computer Science at Harvard. Before joining Plaid, he worked as a commodities structurer, a quant, and a bartender. When not coding, he loves traveling, learning new languages, and spending time with his dog, Miguel.

team Buckheit
Ryan Buckheit
Software Engineer

Ryan is a software engineer with a passion for financial technology. Prior to Plaid, he worked at Palantir building software for government and financial institutions. When he’s not on the job, you’ll likely find him chasing down bass at fishing tournaments around the Bay Area.

team Dickey
Alex Dickey
Platform

Alex helps lead the Customer Operations team at Plaid. Originally from California’s Monterey Bay, he spent his college years at UC Berkeley studying rhetoric—a natural fit for a career in financial technology. After a few seasons spent in Austin, Texas, he returns to San Francisco reinforced with a love of humidity, music, and breakfast for dinner.

team Fatemi
Pouya Fatemi
Finance

Pouya Fatemi leads Business Operations and Finance. He joins from Dropbox, where he co-built Strategic Finance and led multiple high-priority capital raising, growth and profitability initiatives. Previously, Pouya invested in enterprise startups at Accretive and advised tech companies on IPO and M&A at Goldman Sachs. Pouya holds a BA and an MS from Stanford. Outside of work, he enjoys traveling, skiing, and cheering for the Mavs.

team Chen
Phil Chen
Technical Operations

Phil does Technical Operations at Plaid. Originally from the Bay Area, you can find him out and about with his two dogs or devouring food that lacks nutrition.

team Feo
Cris Feo
Software Engineer

Cris is a software engineer at Plaid. Originally from Texas, he studied computer science at the University of Pennsylvania and worked as a consultant in Chicago before making his way to San Francisco. When not sharing his opinion of the latest javascript framework, he can usually be found scratching his chin over a tough bouldering problem.

team Gandhi
Sima Gandhi
Business Development

Sima Gandhi leads Business Development and Strategy. She joins from Amex, where she launched Bluebird with WalMart, drove Amex’s financial inclusion approach, and led strategy for new lending products. Prior to Amex she oversaw the creation of the Consumer Financial Protection Bureau and managed White House/regulatory relationships at the US Treasury Department. Previously she practiced law at Simpson Thatcher. Sima holds a BA/BS in engineering from Stanford and a JD/LLM. Outside work, you can find her in yoga class or on a long stroll.

team Casper
Kalee Casper
Talent

Kalee manages office operations and recruiting coordination at Plaid. Originally from beautiful Vancouver BC, Kalee has a passion for all things West Coast. Outside of the office Kalee enjoys anything related to food and exploring the Bay Area with her Miniature Dachshund.

team Heller
Heidi Heller
People Operations

Heidi focuses on all things people at Plaid. Outside of the office, you can find Heidi hiking, biking, or playing with her dog Bernie. She dreams of one day owning a plaid onesie.

team Hertz
Al Hertz
Design

Al is a designer dedicated to building technology that makes banks more useful for developers. Prior to joining Plaid, he led design at Gumroad, a company designing a better commerce experience for the creative economy. When not working, he can usually be found exploring the Bay Area, practicing yoga, making music, or reorganizing his closet.

team Hockey
William Hockey
Co-founder

Prior to Plaid, William studied Computer Science at Emory and worked at Bain & Co. A native Central Coaster, he continues that life surfing, climbing, and exploring Northern California.

team Kelly
Michael Kelly
Software Engineer

Originally hailing from Washington, DC, Michael studied Computer Science at Duke University. He enjoys building on all things Plaid. When not writing code, he spends his days finding not-so-hilly running routes around San Francisco.

team Lai
Michael Lai
Software Engineer

Michael is an American software engineer from Durham, North Carolina. Before Plaid, he studied Computer Science and Statistics at Duke University. When not looking at computers, he enjoys listening to music and photography.

team Li
Charles Li
Software Engineer

Charles is an Iowa-born software engineer who enjoys working in all parts of the stack. Charles studied Computer Science at Harvard and designed APIs for Microsoft. When not coding, he can be found armed with a pool cue around the office table.

team Ma
Charley Ma
Sales

Charley focuses on growth at Plaid. Originally from the bay area, he majored in Economics and minored in Mathematics at the University of Pennsylvania. Post graduation, he worked in New York at JPMorgan Chase doing R&D and payments strategy, covering things such as Bitcoin (and other virtual currencies) for the bank. On the weekends, he enjoys playing tennis, taking photos, and eating fries with ice cream.

team McBride
Adam McBride
Technical Operations

With a passion for techops and security Adam leads infrastructure engineering at Plaid. When he is not automating infrastructure he spends time remodeling his house, wrenching on cars and hanging out with his family.

team Multani
Harvey Multani
Sales

Harvey focuses on Growth and Partnerships. Before Plaid, he was at Coinbase developing bitcoin linked financial products for the institutional investment community. He started his career at Addepar building data aggregation partnerships with banks, brokers, and market data vendors.

team Rowan
Bill Rowan
Software Engineer

Bill is a software engineer at Plaid who focuses on functions and types.

team Allarakhia
Zain Allarakhia
Software Engineer

Before working at Plaid as a software engineer, Zain studied finance at the University of Michigan and worked at Locu, Invitae, Braintree and Instavest. Outside of work, he enjoys reading and traveling with his wife.

team Niyogi
Sarah Niyogi
Legal

Sarah leads the Legal team at Plaid. She joins from Dropbox where she led teams in commercial, intellectual property, and product legal. She holds a BS in Computer Science from the University of Texas at Austin, an MPhil from the University of Cambridge, and a JD from Stanford University. Outside the office, Sarah enjoys exploring the Bay Area with her husband and children.

team Perret
Zachary Perret
Co-founder

Prior to Plaid, Zach worked for Bain & Co focused on technology mergers and acquisitions. Zach studied Physics and Chemistry at Duke, and then stuck around for a while to write software for laser system controllers.

team Pour
Soroush Pour
Software Engineer

Prior to joining Plaid as an Infrastructure Engineer, Soroush grew up in Australia and travelled to North Carolina to study Mechanical Engineering at Duke University. He loves to boulder on the weekends and can make surprisingly believable monkey noises that he swears make him a better climber.

team Tremblay
Carl Tremblay
Growth

Originally from the great state of Texas—where he consumed an unhealthy number of breakfast tacos as a child—Carl leads Platform and Customer Growth at Plaid. An avid traveler and outdoor enthusiast, he loves exploring new corners of the world and can often be found climbing rocks, rafting rivers, and getting lost in the wilderness.

team Hurley
Amanda Hurley
Executive Assistant

As the EA at Plaid, Amanda keeps the co-founders on track. She holds a BA in Sociology and Communications, and recently spent a year traveling the world. Prior to Plaid, she worked for a stock brokerage firm in Sydney, Australia, a long-short hedge fund, and The Ritz-Carlton Hotel Company. She enjoys good food, the great outdoors, and taking in new cultures.

team Bautista
Nikko Bautista
Office Manager

Nikko is a San Francisco native who has a passion for culture creating and organization. When she’s not managing the office, you can find her at various eateries, searching for her new favorite wine or teaching her city dog how to love nature. She's a Jane of All Trades with surprises up her sleeve!

team Tsimis
Stephanie Tsimis
Marketing

Stephanie works on content, product, and brand marketing efforts at Plaid. Prior to Plaid, she worked at Visa rotating through functions like marketing, strategy, and partnerships. Originally from New Jersey, she is a proud Duke Blue Devil with a degree in Public Policy and English.

team Chen
Jayme Chen
Marketing

Jayme drives lead acquisition and marketing analytics at Plaid. Prior to joining Plaid, she was a performance marketer at DocuSign, Loggly, and Balsam Brands. She studied Systems Engineering and Cinema Studies at University of Pennsylvania. Originally from Taipei, she has an obsession for boba and hot pot.

team Zhang
Zen Zhang
Legal

Zen is the second lawyer on the Legal team at Plaid. Zen majored in software engineering in college but somehow ended up as a lawyer. He grew up in Vancouver, Canada and joins Plaid from the law firm of Morrison & Foerster (fondly known as MoFo). When Zen is not running redlines, he enjoys reading, playing video games and board games, and spending time with his two chubby grey tabby kitties and their beautiful tiger mom.

team Fonseka
Shano Fonseka
Compliance

Shano focuses on security, compliance, and risk at Plaid. Before joining Plaid, Shano was a technology consultant at Kaiser Permanente, focused on IT Security and Compliance. When not in the office, he is traveling, editing children's books, or experimenting with unnecessarily complicated cooking techniques.

team Showen
Eric Showen
Business Development

Eric works in Business Development at Plaid. Prior to Plaid, Eric was a case team leader in the technology practice at Bain & Co. He holds an MBA from Harvard Business School and a BA in Public Policy and Economics from Stanford. In his free time, Eric is passionate about running, international travel, and exploring national parks.

team Zheng
Joy Zheng
Software Engineer

Joy is a software engineer at Plaid. Before Plaid, she worked as an engineer at Vessel and studied Computer Science and Mathematics at Harvard University. In her free time, she's often searching for either book recommendations or new chocolate truffle-making ingredients.

team Blair
Judd Blair
Software Engineer

Judd is a software engineer at Plaid. He spends most of his time making pourover coffee and swearing at whatever stack trace happens to be on his screen at the time. Outside the office, Judd enjoys cooking, cycling, photography, climbing, collecting records, and trying to figure out how to cram all the gear from his hobbies into his apartment.

team Dashevskii
Oleg Dashevskii
Software Engineer

Oleg is a software engineer at Plaid. Born and raised in Novosibirsk Akademgorodok, Siberia, he put his scientific career on hold to build backends for startups. Apart from coding and thinking about code, Oleg enjoys playing guitar, spending time with his son and traveling along Siberia.

We're looking for dedicated individuals who want to make a difference

05 Our partners
05

Our partners

investors spark capital
investors NEA
investors goldman
investors citi
investors amex
  • Felicis Ventures
  • Homebrew Capital
  • Google Ventures
  • Box Group