Products
Products Overview

Connect, enrich, activate financial data
Personal Financial Management (PFM)

Guide financial behavior toward personal goals

Credit Solutions

Expand lending with alternative data intelligence

Wealth Management

Capture assets with connected client intelligence

Business Financial Management

Support SMB growth with financial visibility

Payment Enablement

Verify accounts quickly and reduce friction

Open Finance

Access permissioned data with trusted APIs
Industries
Industries Overview

Built to serve financial change-makers
Retail Banking

Personalize banking experiences to deepen loyalty

Technology

Power apps with trusted financial data

Wealth Management

Deliver personalized advice and grow AUM

Lending

Expand credit access with deeper insights

Merchant and Payments

Enable embedded finance and customer insights
About
About Yodlee
Company

Careers

Leadership Team
Channels
Resources
Resources

Browse fintech videos, podcasts, and more for insights to drive business and consumer outcomes.
Podcasts

Hear expert views shaping financial innovation

Data Sheets

Deep insights on open finance trends

Case Studies

Strategic guides for modern financial leaders

Blog and News

Latest data news, trends, Yodlee solutions
LATEST
Advisor360° Enhances Wealth Management Efficiency with Yodlee's Data Aggregation
IGG Software: Enabling Personal Financial Management with Yodlee Account Aggregation
PayPal: Rewarding Customers with Faster Transactions Through Account Verification
SEE ALL

Get Started

Wealth Management

1 post in "Wealth Management"

Empower Financial Advisor-Investor Relationships with Data Intelligence

By Ron Barasch

Wealth Management