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 currently utilized by asset managers who have 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.
Plia is operated by Urvin LLC.
LEADERSHIP TEAM
Bill Stephenson
CEO
Bill has over 25 years of experience in trading, capital markets, and fintech roles. He was previously the Global Head of Trading at Franklin Templeton and Founder of the AIR Summit events.
Dave Lauer
CTO
Dave has over 15 years of experience in market structure, high-frequency trading, and technology development. He is the Co-Founder of Healthy Markets and CEO of Urvin AI.
Anita Karppi
Chief Revenue Officer, Head of ESG and Strategic Advisor
Anita has 25 years of experience in the global financial markets. She is the founder of the Buy-side Trading Community - a global social initiative.
Jeff Estella
Advisor
Jeff has over 20 years of experience at MFS Investments in trading, compliance, investment operations and risk management. He is an Advisor to CalcGuard Technologies and Principal at Estella LLC.
Pete Herzog
Advisor
Pete has over 20 years of experience in the info security industry and is an expert in security tactics. He is the Co-Founder of Urvin AI and a consultant to large multi-nationals, governments and militaries.
Gary O'Connor
COO
Gary has over 25 years experience in the financial markets including trading, risk management, compliance, investment operations, and enterprise technology consulting. He is the Founder of Amber Clear Resources.