Plaid Revenue, Valuation, Funding & Investors

Marex Group PLC offers a diversified financial services platform providing essential liquidity, market access, and infrastructure services to clients across energy, commodities, and financial markets. It provides critical services to the clients by connecting them to exchanges and providing various execution and hedging services across its assets and products. The group operates in a large and fragmented market with infrastructure requirements and regulatory and technological complexity. It has five segments Clearing, Agency and Execution, Market Making, Hedging and Investment Solutions, and The Corporate. The group generates revenue from Agency and Execution that matches buyers and sellers by facilitating price discovery across the energy and financial securities markets.

ACI Worldwide Inc develops, markets and installs a portfolio of software products focused on facilitating electronic payments. The firm also leverages its distribution network in the Americas; Europe, the Middle East, and Africa, or EMEA; and Asia-Pacific regions to sell software developed by third parties. ACI software products process payment transactions for retail banking clients, billers such as utilities and healthcare providers, and community banks and credit unions. ACI's customers are financial institutions all over the world, but majority of the revenue is generated in the United States and EMEA regions.

Paymentus Holdings Inc provides electronic bill presentment and payment services, enterprise customer communication and self-service revenue management to billers through a Software-as-a-Service (SaaS), secure, omni-channel technology platform. The platform integrates with a biller's financial and operational systems to provide secure and flexible processing of payments, including credit cards, debit cards, eChecks, and digital wallets, across multiple channels such as online, mobile, IVR, call centers, chatbots, and voice-based assistants. The company generates the majority of its revenue from payment transaction fees processed through its platform. Geographically, it derives the maximum revenue from the United States.

DLocal Ltd is focused on making the complex simple, redefining the online payment experience in emerging markets. Through its technology platform, One dLocal, the company enables world-wide enterprise merchants to get paid (pay-in) and to make payments (pay-out) online in a safe and efficient manner. The company earns revenue from fees charged to merchants in connection with payment processing services for cross-border and local payment transactions. The company's geographical segments include Latin America and Non-Latin America with a majority of its revenue being generated from Brazil in Latin America region.

Fiserv is a leading provider of core processing and complementary services, such as electronic funds transfer, payment processing, and loan processing, for US banks and credit unions, with a focus on small and midsize banks. Following its 2019 merger with First Data, Fiserv also provides payment processing services to merchants. About 10% of the company’s revenue is generated internationally.

Solaris is a Berlin-based Banking-as-a-Service platform holding a full German banking license. The company enables partners to embed modular services like digital accounts, payment cards, KYC, lending, and crypto custody via APIs. Backed by investors including BBVA, Visa, and Lakestar, Solaris powers financial products for fintechs and brands across Europe.

Headquartered in Oakland, California, and founded in 2010, Marqeta provides its clients with a card-issuing platform that offers the infrastructure and tools necessary to offer digital, physical, and tokenized payment options without the need for a traditional bank. The company’s open APIs are designed to allow third parties like DoorDash, Klarna, and Block to rapidly develop and deploy innovative card-based products and payment services without the need to develop the underlying technology. The company generates revenue primarily through processing and ATM fees for cards issued on its platform.

PayPal was spun off from eBay in 2015 and provides electronic payment solutions to merchants and consumers, with a focus on online transactions. The company had 434 million active accounts at the end of 2024. The company also owns Venmo, a person-to-person payment platform.

Fawry For Banking Technology And Electronic Payment is engaged in providing operations services specialized in systems and communications, management, operating and maintenance of equipment's and computers networks services and internal systems of banks, networks, and centralized systems, establish operating systems for banking services through the internet, phone and e-payment services and circulation of secured documents electronically, and renting properties.

Worldline is a payment service provider offering merchant acquiring, payment processing, and payment infrastructure solutions to merchants and banks.

Stripe is a San Francisco-headquartered financial technology company founded in 2010 that powers online payment processing for businesses worldwide. The platform enables millions of companies, from startups to Fortune 500 enterprises like Amazon and Shopify, to accept card payments, manage subscriptions, and handle payouts. Stripe supports over 135 currencies and integrates with e-commerce tools for seamless revenue growth.

Tipalti is a San Mateo-headquartered fintech platform automating accounts payable for global businesses. The solution handles supplier onboarding, tax compliance, invoice processing, and multi-currency payments in over 200 countries. Founded in 2010, Tipalti serves digital brands like AppLovin and Airbnb, reducing manual workloads through integrations with ERP systems like NetSuite.

Morningstar Inc is a provider of independent investment insights to financial advisers, asset managers, and investors. It provides data and research insights on various investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time market data. The company has five reportable segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. Maximum revenue is derived from the Morningstar Direct Platform, which provides investors with comprehensive data, research, insights, and investment analysis through product areas such as Morningstar Data, Morningstar Direct, and Morningstar Advisor Workstation. Geographically, it generates maximum revenue from the USA.

AlphaSense is an artificial intelligence platform for market intelligence and research, founded in 2011 by Jack Kokko and Raj Neervannan and headquartered in New York City. The concept grew out of Kokko's experience as a Morgan Stanley analyst manually searching through large volumes of financial documents, and the company built a search engine that applies natural language processing and machine learning to surface insights across a vast content universe spanning company filings, earnings call and expert call transcripts, broker and equity research, news, trade journals, and private company data, indexed across many languages. Its tools include generative search, document summarisation, sentiment analysis, real-time monitoring and alerts, and AI-driven deep research that returns sourced, citable answers. The platform serves asset managers, investment banks, consultancies, corporations, life sciences firms, and private equity, counting thousands of enterprise customers including a large share of the S&P 100 and major global banks. It expanded its capabilities through acquisitions of Sentieo and expert-research provider Tegus, and has raised well over a billion dollars across multiple financing rounds from investors such as Viking Global Investors, Goldman Sachs, BDT & MSD Partners, SoftBank Vision Fund 2, Alphabet's CapitalG, and BOND, reaching a valuation in the region of four billion dollars.

Carta is a San Francisco-headquartered transfer agent and equity management platform for private companies from seed to pre-IPO stages. The service digitizes stock certificates, options, warrants, and derivatives, providing real-time cap table visibility to shareholders, employees, auditors, and legal teams.

Beijing Compass Technology Development Co Ltd is the provider of professional financial data analysis and securities investment advisory services. The company is a securities analysis software developer and securities information service provider in China.

Mollie is a payment processing platform enabling seamless integration of methods like iDEAL, Bancontact, SOFORT, Giropay, PayPal, Mastercard, VISA, and SEPA Direct Debit into websites and apps via a unified API. Amsterdam-headquartered since its founding in 2004, the company simplifies online transactions for European merchants with reliable infrastructure.

Razorpay is a Bangalore-headquartered payments gateway enabling Indian businesses to process transactions via UPI, cards, net banking, and wallets like Paytm. Founded in 2014, it supports subscriptions, international payouts, and invoicing for merchants on platforms like Shopify and WooCommerce.