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Investor Data Analytics

Sift through market noise with Envestnet | Yodlee transaction data to uncover and act on valuable signals for investment decision making.
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Transaction Data Insights for Investment Decisions

By leveraging de-identified spending and income data, investment and portfolio managers can discover new growth opportunities, determine risk, create benchmarks for peer comparison, and take action to potentially drive greater returns on their investments. 

Signals for investment decision-making

Views into future performance

Track revenue activity and company performance with revenue signals utilizing historic data and 10+ million daily transactions.
  • Monitor daily transactions spending
  • Compare to consensus or KPIs
  • Surface emerging revenue signals

Timely and unique transaction data

Monitor current investments

Validate investment decisions by evaluating earnings over time and comparing performance against benchmarks.

  • Daily insights
  • Compare key benchmarks
  • Better understand performance

Transparency into KPIs

Understand company health

Evaluate companies by KPIs to create a detailed analysis of revenue drivers, future growth potential, profit margins, and return on investment benchmarked against industry peers.

  • Gain daily transparency
  • Identify signals for growth and trends
  • Monitor competitive services

Industry Trends 

Transparency into non-public company spending

Assess new and growing non-public companies to determine worthiness of investment and evaluate potential performance. 

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  • Surface valuation insights
  • Understand direct comparisons
  • Covers public and non-public brands
Powering Dynamic Innovation for Financial Services
500M+
LINKED ACCOUNTS
30M+
USERS WORLDWIDE
50+
PATENTS

Act First with Better Data

Learn more about Envestnet | Yodlee’s high-quality, aggregated data insights and how it powers strategic investment decisions.

A market leader in financial data aggregation
17M+
Monthly Active Accounts
Billions
of Transactions
Trillions
in Spending
3,000+
Brands
600+ Categories
12
Years of transactions
As of March, 2023. Includes accounts/assets under management, administration, and subscription arrangements.

Signals for investment decision-making

Gain the Edge with Timely, Accurate Investor Intelligence

Envestnet | Yodlee transaction data is your gateway to unmatched competitive intelligence and market visibility, ensuring you're always one step ahead in your decision-making. Our de-identified spending data provides a panoramic view of the dynamic market landscape, enabling you to spot emerging trends with unwavering clarity. Stay ahead of the curve, stay ahead in the game.

  • Visibility and Transparency
  • Monitor Growth Trends
  • Daily De-Identified transaction data

Industries

Transaction data across sectors

Harness the potential of deidentified spending data across diverse industries. Our data analytics solution empowers investors across all sectors to conduct code-free data analysis. The extensive dataset delves into over 60 industries at a detailed level, providing valuable insights into competitive advantages, cross-industry dynamics, macro indicators, and the intricate impacts of geographic factors.

Data Analytics Blog

Stay Informed with Fresh Signals from Transaction Data

Transaction data is an invaluable resource for investment managers, quantitative researchers, and portfolio managers. Explore Envestnet | Yodlee's Data Analytics blog to uncover glimpses of consumer spending trends and our expert interpretations.

Get Started With Investor Data Analytics

Sift through market noise with Envestnet | Yodlee transaction data to uncover and act on valuable signals for investment decision making.

Get Started