Goldman Sachs Private Wealth Management United States 🇺🇸

Fintable інтегрується з API Goldman Sachs Private Wealth Management, щоб синхронізувати ваші фінанси з таблицями.

Fintable — фінансовий інструмент, який автоматично підключається до ваших банківських рахунків і експортує баланси та транзакції в Google Sheets або Airtable. Ця інтеграція працює через Plaid у United States.

Goldman Sachs Private Wealth Management is the private-wealth advisory and brokerage business of Goldman Sachs, whose origins date to 1869. It serves ultra-high-net-worth individuals, families and family offices with investment management, wealth planning and private banking. U.S. brokerage services are provided by Goldman Sachs & Co. LLC, while private-wealth deposit products are provided by Goldman Sachs Bank USA. This Plaid connector serves the United States for balances, transactions and investment information. Brokerage, IRA and trust accounts, together with accounts classified as checking and savings, were observed in connected accounts; these include wealth-management cash and payment arrangements rather than evidence of general retail checking coverage. It is distinct from Marcus consumer savings, Goldman Sachs Transaction Banking and employee-benefits connectors. Finicity and Yodlee offer separate wealth-management connectors; their precise account coverage is not established as identical. The business has a wider international presence, but that does not extend this U.S. connector's coverage.