Yodlee

Yodlee

FinTech data aggregation and analytics platform

Overview

Yodlee provides data aggregation and analytics for banks, fintechs, and retail clients. It collects financial data from multiple sources, normalizes it, and offers tools for wealth management, financial wellness, and personalized advice. Access is via APIs and dashboards, with products like transaction enrichment, asset classification, and virtual financial assistants. Its goal is to turn raw data into actionable insights that improve customer engagement and financial decision-making.

About Yodlee

Simplify's Rating
Why Yodlee is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Enterprise Software

Fintech

Financial Services

Company Size

201-500

Company Stage

Acquired

Total Funding

$240.3M

Headquarters

Tredyffrin Township, Pennsylvania

Founded

1999

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Simplify's Take

What believers are saying

  • STG closed Yodlee’s acquisition on September 2, 2025, enabling focused investment.
  • Yodlee shipped February 2026 consent-expiry webhooks, improving open-banking product stickiness.
  • HeirWealth used Yodlee connectivity across 20,000 institutions, proving global distribution continues.

What critics are saying

  • FinancialApps litigation reached bench trial in Delaware on June 12, 2026.
  • Yodlee’s privacy model keeps attracting class actions over stored credentials and transaction data.
  • FDX and bank-native APIs threaten Yodlee’s scraping-era moat if regulators tighten access rules.

What makes Yodlee unique

  • Yodlee owns 25 years of bank connectivity infrastructure and enrichment logic.
  • JPMorganChase renewed its Yodlee data access agreement on November 7, 2025.
  • Alkami adopted Yodlee’s FDX API integration on June 10, 2026.

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Funding

Total Funding

$240.3M

Above

Industry Average

Funded Over

8 Rounds

Notable Investors:
Acquisition funding comparison data is currently unavailable. We're working to provide this information soon!
Acquisition Funding Comparison
Coming Soon

Benefits

Medical (High Deductible Health Plan, Kaiser HMO and PPO), Dental, Vision

401(k) Match

On-site Flu Shots

On-site Biometrics Screening

Employee Assistance Program (EAP)

Life Insurance and AD&D

Short and Long Term Disability

On-site Gym

Fully Stocked Kitchen

Tuition Reimbursement

Employee Referral Bonus

Casual Dress Code

Mobile Reimbursement

Growth & Insights and Company News

Headcount

6 month growth

-23%

1 year growth

-23%

2 year growth

-23%
PR Newswire
Jun 10th, 2026
Alkami integrates FDX API with Yodlee to advance open banking connectivity

Alkami Technology has integrated with Yodlee to transition data aggregation services to the Financial Data Exchange API standard, moving away from screen scraping towards more secure data sharing. The integration uses OAuth 2.0 authentication and is built into Alkami's digital banking platform. The partnership aims to improve performance, reduce friction and strengthen user control for financial institutions. Alkami positions itself as one of few digital banking platforms offering direct FDX API integrations at scale with major aggregators. The integration expands Alkami's aggregator ecosystem, delivering broader connectivity and enhanced data sharing for banks and credit unions. Gate City Bank, an early adopter, reported improved security and user experience with fewer disruptions. The collaboration reflects both companies' commitment to helping financial institutions deliver secure, reliable digital experiences through industry-standard data-sharing methods.

Gulf & Main Magazine
Jun 25th, 2025
Envestnet to Sell Yodlee to STG

Envestnet, Inc. has agreed to sell its subsidiary Yodlee, Inc. to private equity firm STG. The transaction, expected to close in Q3 2025, will allow Yodlee to focus on growth under STG's management. STG, with over $12 billion in assets, plans to enhance Yodlee's innovation and market presence. Envestnet will continue to partner with Yodlee, focusing on its core wealth management platform. Legal and financial advisors for the deal include Paul Hastings LLP, KPMG LLP, Jefferies LLC, and BofA Securities.

FinTech Futures
Jan 9th, 2025
US wealthtech Orion names former Oracle VP Arun Anur as new COO

Anur joins from Yodlee, the data aggregation and analytics subsidiary of Envestnet, where he served as COO for over five years.

Australian FinTech
Nov 17th, 2024
Open Banking, Data Aggregation And Analytics Platform Yodlee Celebrates 16Th Birthday On Australian Soil

In November this year, open banking, data aggregation and analytics platform Yodlee, will turn sixteen in Australia. Yodlee launched on Aussie soil in November 2008, initially providing the white label Personal Financial Management application behind ANZ’s budgeting, financial management and investment planning tool – MoneyManager, and the landscape and Yodlee’s impact on Australia’s finance sector has evolved immeasurably ever since.From an industry perspective, Australia’s fintech sector has grown to a sizeable $45 billion; 2017 saw the launch of the Royal Commission into the banking, superannuation and financial services industries – which sparked an overhaul of the finance sector, putting integrity and customer centricity at the heart of everything it did; and in July 2020, the Consumer Data Right (CDR), otherwise known as open banking, launched in Australia. The period has also witnessed the advent of disruptive financial technologies like personal financial management platforms (PFMs), cryptocurrencies, BNPL, alternative lenders and many more.Yodlee’s own local footprint has evolved considerably. After launching as part of ANZ’s Money Manager, Yodlee has supported many key local industry players to develop new innovative tools that help Aussies better understand their finances. Its local product suite has grown to include flagship tools like Credit Accelerator, which leverages alternative lending data to create competitive offers, minimise risk, streamline the loan application process, and increase loan completion; as well as its fully accredited open banking User Interface solution FastLink 4, and Instant Account Verification which verifies financial accounts instantly.Furthermore, Yodlee’s Machine Learning-powered Transactional Data Enrichment (TDE) product means consumers can receive a greater level of clarity into their financial transactions. TDE augments and refines financial transaction data by adding a simple description, merchant name, category, and geolocation in a contextualised manner based on learnings from millions of transactions.In 2021, Yodlee perhaps achieved its most significant local milestone: becoming an Accredited Data Recipient and Intermediary under Australia’s Consumer Data Right (CDR).From screen scraping to open bankingPart of Australia’s move towards an open banking landscape has meant shifting from more traditional, manual screen scraping practices to digitised, API-driven ones

Australian FinTech
Apr 23rd, 2024
The Finalists Of The 2024 Finnies Awards Have Been Announced

The finalists for Australia’s 2024 Finnies fintech business awards have been announced.The Finnies celebrates achievements across the various components of the fintech industry and among the services that support them.This year’s awards drew over 322 entries across 19 categories, creating a shortlist of 154 finalists.The Finnies is judged over two intense rounds involving over 70 experts from across the fintech ecosystem.For the first round, over 30 judges from across the fintech industry scrutinise all entries to create this year’s pool of finalists for each category.From here, a second round of judging will commence and another 40 new judges will pour through the finalists entries to pick one winner for each category.The winners will be announced at Doltone House in Jones Wharf on 6 June 2024.THE FINALISTS:1. BEST WORKPLACE DIVERSITYAssuranceLabBizcapEML PaymentsMYOBNovattiPokitPalTRAction2. EXCELLENCE IN ESTABLISHING GLOBAL MARKET PRESENCEAssuranceLabCake EquityData ZooEzyRemit WorldwideEmployment HeroFinmoLakeba GroupStables3. EXCELLENCE IN INDUSTRY COLLABORATIONS & PARTNERSHIPSAdatree, MogoPlus & Central Murray Credit Union – read herePaydock & Commonwealth Bank – read hereConnectID, Commonwealth Bank, NAB, Westpac & ANZDownsizer and Deposit Power – read hereElemnta and Colonial First State (CFS) – read hereHutly and Real Estate Institute of Victoria (REIV) – read hereHOPE Housing Fund Management and Police BankZepto and OZEDI – read here4. EXCELLENCE IN BUSINESS LENDINGBanjo LoansBizcapKashcadeLeaselabLumi FinanceProspaTYRO PaymentsValiant Finance5. EXCELLENCE IN CONSUMER LENDINGBeforepayBlock EarnerCarClarityDrivaMONEYMENimo IndustriesOwnHomePennant TechnologiesWisr6

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