Envestnet | Yodlee’s Data Platform

How Next-Gen Banking Experiences Are Born

Today’s banking, wealth management, and fintech consumers expect personal and tailored experiences anytime, anywhere. With the first cloud platform for financial services that brings bank-level security to an open platform model, Envestnet | Yodlee’s Financial Data Platform has enabled financial institutions and fintech companies to innovate and compete more effectively for over 17 years.

At the Intersection of Data + Intelligence™

The Envestnet® | Yodlee® Financial Data Platform provides the best and most comprehensive financial data at massive scale across retail banking, credit, and wealth management. This is made possible through the strengths of our data acquisition capabilities, extensive data cleaning and enrichment expertise, and massive scale. We partner with more than 1,000 financial institutions and fintech innovators, including 13 of the top 20 U.S. banks, enabling a massive data network associated with tens of millions of consumers. Approximately 70% of the financial data is gathered via structured data feeds with financial institutions, and we have formal agreements with leading financial institutions for the responsible and secure management and exchange of data.

Data That Works Harder for You

Envestnet | Yodlee’s data is made to do more, leveraging our unmatched comprehensive aggregationtransaction data enrichment, and extensive data science capabilities, which unlike our competition, have been honed against tens of billions of transactions. Access to this deep, enriched consumer data is provided through a unified API that enables financial institutions and fintech innovators to create a wide variety of sophisticated use cases. And the massive scale of our data allows Envestnet | Yodlee’s Data Intelligence to attain powerful pattern recognition and detection to enable predictions which can be used to provide personalized and actionable financial guidance. Ultimately, our data intelligence solution helps financial institutions and fintech innovators deliver uniquely simple and personalized user experiences.

Envestnet | Yodlee also adheres to leading financial industry practices for security, risk, and compliance management, including PSD2 requirements and Open Banking mandates. As an FFIEC supervised Technology Service Provider, Envestnet | Yodlee follows the security and risk management standards required to engage with consumers and their financial data.

Ultimately, the power of this network and the 79 patents we’ve acquired means that Envestnet | Yodlee offers comprehensive visibility into more unique account types and permits user segmentation benchmarking across a large and diverse user population, providing unmatched depth and breadth across multiple vertical solution areas.

companies from
global 500 companies
to start-ups
which represent formal business relationships with the largest financial institutions
of consumers around the world
issued U.S. patents make our technology platform unique

Connections to the Data You Need

Our single unified Platform API makes it easy for financial institutions and fintech innovators to leverage the real-time financial data they need from our platform to enable a wide variety of use cases for all lines of business – from retail, to wealth, to lending. And our Platform API can handle multiple workflows, from aggregation to account verification and more. Our API also powers our Personal Financial Wellness FinApps, which are designed to delight and engage consumers in all segments, across all devices, with personalized advice and guidance for improving their financial health.

With a full set of Financial Wellness FinApps, support for data aggregationaccount verification and data analytics, and employing world-class security, no one in the industry has a platform like Envestnet | Yodlee.

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