Empowering Financial Leaders Through Trusted Innovation

For more than 25 years

Yodlee has helped financial institutions turn enriched transaction data into action, enabling smarter decisions, deeper relationships, and sustainable, data-driven growth.
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For more than 25 years

Connecting Data to Deliver Competitive Advantage

As a pioneer in data aggregation, Yodlee has helped market leaders unlock the full potential of data. Our trusted platform powers personalization, growth, and innovation across banking, wealth management, technology, and lending through secure aggregation, enrichment, and analytics at scale.

A Legacy of Leadership and Innovation

Since day one, Yodlee has been at the forefront of financial data innovation, shaping the future of digital finance through industry firsts and strategic milestones.

1999

Yodlee founded, pioneering financial data aggregation.

1999
2008

Secured $35 million in funding led by Bank of America.

2008
2014

Completed IPO on NASDAQ, raising $75 million.

2014
2015

Acquired by Envestnet to expand financial wellness solutions.

2015
2024

Celebrated 25 years of empowering financial innovation.

2024
2025

Joined STG Portfolio to expand customer value.

2025
601M+

Connected Consumer Accounts

19K+

Data Sources

>91%

Direct Connections

Partnering with financial institutions that shape the future

Alkami
Envestnet
Fifth Third
M & T Bank
Navy Federal
PayPal

Retail Banking

Personalize banking journeys and deepen engagement with actionable customer insights.

Wealth Management

Unlock held-away assets and deliver tailored advice with holistic financial visibility.

Lenders

Expand access to credit with cash flow analytics and alternative data solutions.

Merchant & Payments

Embed financial tools and insights to improve loyalty and unlock new revenue streams.

Technology Providers

Power embedded finance experiences with enriched financial data and secure connectivity.

What our customers say

“Yodlee’s data quality and breadth are unmatched. It’s the backbone of our digital client strategy.”

Advisor360° Executive
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