# Plaid Investments by Plaid — Data Product Intelligence

> Source: Vedex (https://vedex.ai) — Alternative Data Vendor Intelligence
> Generated: 2026-10-05T10:03:50.499Z
> Canonical: https://vedex.ai/products/plaid-investments-59d557

## Overview
- **Product**: Plaid Investments
- **Vendor**: Plaid
- **Description**: Provides data on investment holdings and account activity.
- **Use Cases**: Personalized investment advisory | Automated portfolio rebalancing | Wealth management reporting | Credit risk assessment | Financial planning and analysis | Tax reporting automation | Customer onboarding and KYC
- **Source Platform**: discovery

## Coverage & Delivery
- **Delivery Methods**: REST API
- **Has API**: Yes

## Pricing
- **Free**: No
- **Estimated Annual Price**: ~$7,500/yr (Vedex estimate — not a vendor-published price)

### Pricing Tiers
| Tier | Price | Billing | Annualized | Type | Confidence | Source |
|------|-------|---------|------------|------|------------|--------|
| Vedex estimate | ~$3,000 | ANNUAL | ~$3,000/yr | SUBSCRIPTION | MEDIUM | Vedex estimate |

## Quality Scores
- **Value Score**: 31
- **Trial Accessibility**: 0

## Vendor Information
- **Vendor**: Plaid
- **Website**: https://plaid.com/
- **Headquarters**: San Francisco, California
- **Vendor Profile**: https://vedex.ai/vendor/plaid-a85c1c/llms.txt

## Source
- **Platform**: discovery
- **Listing URL**: https://plaid.com/products/plaid-investments

## Links
- Vedex Product Page: https://vedex.ai/products/plaid-investments-59d557
- Vendor Profile: https://vedex.ai/vendor/plaid-a85c1c
- All Products: https://vedex.ai/products