Goldman Sachs Private Wealth Management United States 🇺🇸
Fintable bank API integration powered by Plaid.
Fintable integrates with Goldman Sachs Private Wealth Management APIs to sync your finances to spreadsheets.
Fintable is a financial tool which automatically connects to your bank accounts and exports balances and transactions to Google Sheets or Airtable. This integration is powered by Plaid in 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.
Live Connection Health
Connection Information
Bank API details
- Domain
- pwm.gs.com
- Login portals
- Private Wealth Management client accounts
- Fintable Status
- This connection is supported by Fintable via Plaid.
- Availability
-
Fintable integration Fintable has an integration with Plaid. Provider enabled Fintable has Plaid switched on for customers. Reported working Plaid reports that this connector works. Connector enabled Fintable offers this connector to customers. A connector can be linked only when all four are Yes.
- API Access
- Accounts, balances, and transactions from Goldman Sachs Private Wealth Management are available programmatically via the Fintable API and the built-in MCP server for AI assistants.
- Display Name
- Goldman Sachs Private Wealth Management
- PLAID Institution ID
- ins_116780
- Provider Domain
- wealth.goldman.com
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Keep track of your finances with AI and spreadsheets.
Fintable syncs your Goldman Sachs Private Wealth Management accounts to spreadsheets and lets you analyze your data with Claude or ChatGPT. Use Google Sheets or Airtable for finance dashboards, or build your own on top of our API. Our mission is to be the most trusted, reliable and powerful DIY financial data platform in the world.
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