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about plia

Plia is a platform that allows financial industry participants to securely gather and share important information between counterparties.

Plia is offered globally and is utilized by asset managers with over $28.5 trillion in AUM (assets under management).

Plia's flagship product is KYB (Know Your Broker), which hundreds of broker-dealers use globally.  Additional products such as KYC (Know Your Customer), KYD (Know Your Data), and ESG (Environmental, Social & Governance) are available to current and existing customers.
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Plia is operated by Urvin LLC  

Plia Products

(Know Your Broker)

Our flagship product helps asset managers and their broker-dealers streamline and automate the information exchange related to best execution and best practices. View Webinar

(Know Your Customer)

The KYC platform simplifies and expedites the KYC/AML process for investment managers and their brokerage/banking partners using end-to-end encryption technology.

The ESG platform helps all entities in the investment management ecosystem better understand, track, and improve the KPIs critical to a best practice ESG framework.

Plia KYD

(Know Your Data)

Launched in 2024, this questionnaire will help standardize and expedite alternative data provider onboarding.  It will also centrally manage the ongoing due diligence process to ensure consistency and to ease the identification of alternative data trends.

Market Expertise

The founders and leaders at Plia have decades of experience in the financial markets. This diverse experience includes managing a global buyside trading desk, building high-frequency trading systems, designing and managing new stock exchanges, legal and regulatory work for exchanges, advisors, and brokers.

See short Demo of KYB below:

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CONTACT US

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