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. Get Started 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. 2008 Secured $35 million in funding led by Bank of America. 2014 Completed IPO on NASDAQ, raising $75 million. 2015 Acquired by Envestnet to expand financial wellness solutions. 2024 Celebrated 25 years of empowering financial innovation. 2025 Joined STG Portfolio to expand customer value. Previous 1999 2008 2014 2015 2024 2025 Next 601M+ Connected Consumer Accounts 19K+ Data Sources >91% Direct Connections Partnering with financial institutions that shape the future Yodlee supports growth and innovation for banks, wealth firms, lenders, merchants, and fintechs around the world. We partner with discerning institutions that prioritize personalization, data intelligence, and forward-thinking digital strategies to deliver connected financial experiences that meet rising expectations and create lasting value. Retail Banking Personalize banking journeys and deepen engagement with actionable customer insights. Learn more Wealth Management Unlock held-away assets and deliver tailored advice with holistic financial visibility. Learn more Lenders Expand access to credit with cash flow analytics and alternative data solutions. Learn more Merchant & Payments Embed financial tools and insights to improve loyalty and unlock new revenue streams. Learn more Technology Providers Power embedded finance experiences with enriched financial data and secure connectivity. Learn more What our customers say “Yodlee’s data quality and breadth are unmatched. It’s the backbone of our digital client strategy.” Advisor360° Executive Read Case Study contact us Experience the Power of Yodlee
