Partner with Yodlee

A Partnership Built on Trust and Security

Enabling innovation and insights with trusted and secure financial data

Why Yodlee is the Right Choice for Your Business

Envestnet | Yodlee® is the leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. Our platform has proudly fueled innovation for financial institutions and FinTech for more than 20 years, ultimately helping consumers get better lending rates, lower fees, higher returns, and more. Our data and analytics enable innovation and insights that help drive better outcomes for enterprises, advisors and their clients.

There are so many reasons why you should partner with Envestnet | Yodlee:

Yodlee is considered the first fintech company in the United States, pioneering financial data aggregation, personal financial wellness solutions, and our own open API platform, along with bank-level security and flexible user experiences. For more than 20 years, we have demonstrated our dedication to innovation and fintech leadership and are committed to continually improving our technology as needs and capabilities emerge and evolve. And we prove it by reinvesting in our technology at the highest rate in the industry.

Today, financial institutions and other innovative companies use our platform to create new consumer experiences, bring new solutions to market quickly, deepen customer engagement, and leverage transactional data to uncover customer insights. Our real-time data is put to work via rich APIs so innovators can build the future of digital finance.

We aim to not only be the leader in providing the best and most comprehensive financial data for positive, personalized user experiences, but also in delivering a world-class developer experience. Envestnet | Yodlee APIs are fully RESTful, and we continue to innovate around our platform to ensure our customers can take advantage of the latest technology available. Recently, we reduced code requirements and streamlined documentation to speed deployment and enhance ease of use.

We have created a trusted and secure open banking model that puts consumers and financial institutions in control, while encouraging innovation, privacy, security, and customer loyalty. With bank-grade security, our Open Banking ecosystem allows you to deliver digital experiences that help consumers achieve financial wellness more efficiently and reliably than other providers.

Our best-in-class portal gives developers access to our comprehensive global financial platform. Developers can be up and running in one hour in our free sandbox and our quick start guides, tools, techniques and documentation will help you launch your products quickly and effectively. Our APIs are fully RESTful, and we continue to innovate around our platform to ensure our customers can take advantage of the latest technology available. As part of our recent developer portal enhancements, we added intelligent APIs and new developer tools that make it easy for FinTech developers and FI innovation labs to access world class data to test, build and launch their ideas.

Envestnet | Yodlee is the only data aggregation provider that can supply financial institutions and wealth managers with end-to-end wealth solutions. We help wealth management firms access better data, deliver better financial advice, offer best-in-class tools, and uncover intelligent business insights to grow their portfolios. Because we help firms deliver better financial advice with digital wealth management, 6 out of the top 10 wealth management firms rely on the Envestnet | Yodlee for their financial data.

Alongside our substantial data offerings, we provide the software backbone that engages and onboards advisors and their investors. Leading edge digital advice providers, financial advisors, and global financial institutions are among the many specialized clients utilizing our end-to-end offerings.

At Envestnet | Yodlee, we are dedicated to the success of our customers. As your main point of contact, our global account management team will consult with you to understand your business objectives, create a roadmap to help you achieve your goals, and provide expertise and resources to assist you along the way. As your dedicated advocate, the team can help escalate and resolve issues by bringing in experienced professionals as needed. The team can also work with you to maximize potential business opportunities.

Only Envestnet | Yodlee brings together data + intelligence™ using the best financial data available on a massive scale across banking and wealth management from tens of millions of consumers. Combining data science and machine learning honed against billions of transactions and leading security practices, Envestnet | Yodlee enables financial institutions and fintech innovators with a financial data intelligence platform that redefines the future of digital financial innovation and insights so they can deliver better outcomes for their customers.

Keeping your customers’ data secure and private is essential. We adhere to leading industry practices for data security, regulatory compliance, and privacy and are the only aggregator that is highly supervised entity of federal banking agencies requiring the highest order in controls. You can depend on our established commitment to accessible, trusted and secure data practices.

Powering Dynamic Innovation for Financial Services