Yodlee

Yodlee runs a financial data aggregation platform that banks, wealth management firms, lenders, payment companies and fintech developers use to connect to consumers' outside accounts. The company says its network covers more than 601 million connected consumer accounts and more than 19,000 data sources.

For wealth firms, Yodlee aggregates held and held-away assets so advisors see a client's full balance sheet from onboarding onward. Account verification and asset transfer verification, delivered through its hosted FastLink tool and APIs, check external investment accounts before money moves. Advisor View embeds client personal-finance activity in the firm's CRM, and Smart Plan links Yodlee's personal finance applications and analytics to the aggregation feed. Firms can also add goal tracking, wellness modules and peer benchmarking to client portals, and use transaction enrichment and behavioral segments to spot cross-sell opportunities. Outside wealth, the company sells personal and business financial management tools, cash-flow data for credit decisions and open finance APIs.

Yodlee was founded in 1999 and is based in San Mateo, California. It listed on Nasdaq in 2014, was acquired by Envestnet in 2015, and in 2025 became part of the STG portfolio, according to the company's history page. It also sells through channel partners.