Envestnet | Yodlee About Us

Company

Learn about Envestnet | Yodlee, the market leader in financial data aggregation.

The Market Leader in Financial Data Aggregation

Envestnet | Yodlee® is the leading data aggregation and analytics platform enabling innovation and insights for financial service providers. Our platform has proudly fueled innovation for financial institutions (FIs) and FinTech for more than 20 years ultimately helping consumers get better lending rates, lower fees, higher returns, and more. We are the market leader in financial data aggregation, partnering with more than 1,500 financial institutions and FinTech innovators, including 15 of the top 20 U.S. banks, enabling a massive data network associated with tens of millions of consumers who use platform-related personalised apps and services. The power of Envestnet | Yodlee and our unique point of difference begins with the massive scale of financial data within our platform which is utilised to fuel our data intelligence capabilities. Our unique point of difference also extends to Envestnet | Yodlee’s bank-level security, 50 issued patents, best-in-class data from over 17,000 global data sources, and our formal agreements with leading financial institutions for responsible and secure management and exchange of data.

Our Leadership

Stuart-DePina-Envestnet-Yodlee
Stuart DePina
President, Envestnet

Stuart DePina

President, Envestnet

As President of Envestnet, Stuart DePina is responsible for the development and execution of the firm’s product roadmap, operations, and technology solutions to support its advisors, while continuing to expand the firm’s financial wellness network and unified advice platform. Mr. DePina oversees Envestnet’s Operations group, including the Data Utility,...

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Farouk Ferchichi Envestnet
Farouk Ferchichi
Global Group Head of Envestnet Data and Analytics

Farouk Ferchichi

Global Group Head of Envestnet Data and Analytics

Mr. Ferchichi is a CDO 4.0 pioneer with proven success transforming businesses to create new data analytics products, markets, and business models that enhance customer experience, loyalty, and profitability. He currently serves as the Global Group Head of Envestnet Data and Analytics after serving in similar roles for USAA and Toyota Financial Services...

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Arun-Anur-Envestnet-Yodlee
Arun Anur
Chief Operating Officer

Arun Anur

Chief Operating Officer

As the Senior Vice President of Services at Envestnet | Yodlee, Arun Anur brings more than 25 years of industry experience in the consulting and technology industries with a proven success in creating, managing, and growing domestic and international customer relationships and high performing teams. In his role, Arun manages global services, which...

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Marc-Blouin-Envestnet-Yodlee
Marc Blouin
Chief Financial Officer

Marc Blouin

Chief Financial Officer

Marc Blouin is the Chief Financial Officer for Envestnet | Yodlee managing the finance, accounting, and legal departments. During his long tenure at Envestnet | Yodlee, helped lead the company through both its IPO and acquisition by Envestnet. Prior to joining Envestnet | Yodlee, Marc was the VP of Finance at Bell Microproducts as well as Agile Software...

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Envestnet-Ashley-Dahl
Ashley Dahl

Ashley Dahl

Ashley Dahl is the Head of Product for Envestnet I Yodlee. Ashley started her career in the financial industry space at a private investment advisory firm in Seattle before joining Envestnet in 2010. She led application products for 9 years at Envestnet’s Tamarac division – helping to develop the reporting platform that now serves over 1,000 RIA firms...

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Lisa Hingley Envestnet Yodlee
Lisa Hingley
Senior Vice President of Strategic Account Management

Lisa Hingley

Senior Vice President of Strategic Account Management

Lisa Hingley is the Senior Vice President of Strategic Account Management for the Americas at Envestnet | Yodlee. In this role, she leads the Account Management team in building and growing Yodlee’s financial institution and internet innovator client relationships. Lisa brings over 20 years of industry experience and client relationship management to her...

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JillianMunro_Envestnet
Jillian Munro
Group Head of Technology for Data & Analytics

Jillian Munro

Group Head of Technology for Data & Analytics

Jillian Munro is Group Head of Technology for Data & Analytics.  In this role she has responsibility for all aspects of engineering the solutions that power the Data & Analytics business for Envestnet | Yodlee.  Jillian has over 25 years of experience in financial services and technology.  Prior to joining ENV, she was the CTO for Spreedly, a...

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Jason.O.HS_C
Jason O’Shaughnessy
Head of International Business

Jason O’Shaughnessy

Head of International Business

Jason O’Shaughnessy is the Head of International Business for Envestnet | Yodlee. He is responsible for all new business, strategic partnerships, account management, and customer success for our entire international business. Having previously worked at Envestnet | Yodlee for 15 years, Jason originally started up and grew the International business, and...

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Bill-Parsons-Envestnet-Yodlee
Bill Parsons
Group President Data Analytics & International Operations

Bill Parsons

Group President Data Analytics & International Operations

Bill Parsons is the Group President, Data & Analytics, and International for Envestnet | Yodlee. After nearly a decade with the company, he has also held the roles of Chief Customer Officer of Yodlee Financial Services, and has been responsible for Global Field Operations. Prior to joining Envestnet | Yodlee, Bill worked at Oracle and PeopleSoft for...

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Brandon Rembe
Brandon Rembe
Chief Product Officer

Brandon Rembe

Chief Product Officer

Brandon Rembe is the Senior Vice President of Products for Envestnet | Yodlee. Brandon has been with Envestnet since 2003, running product development as the Chief Technology Officer at Tamarac, and Managing Director at Envestnet | Tamarac. During his tenure at Envestnet | Tamarac, Brandon worked in and managed many aspects of the business from...

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arjun-envestnet
Arjun Singh
Managing Director, Asia

Arjun Singh

Managing Director, Asia

Arjun Singh is currently the Managing Director for Asia and the head of Envestnet | Yodlee's growing operations in India. In his role, he oversees the Bangalore development center and also spearheads revenue and user growth in the region. Under Arjun's leadership, the Envestnet | Yodlee India operation has grown exponentially and he has continually...

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Headshot 2020
Chad Wiechers
Senior Vice President of Data Acquisition and Management

Chad Wiechers

Senior Vice President of Data Acquisition and Management

As Senior Vice President of Data Acquisition and Management, Chad Wiechers drives the development and execution of Envestnet | Yodlee's international data acquisition, integration and management strategies across the enterprise. In this role, Wiechers oversees the creation and implementation of policies and standards for the utilization, protection and...

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In Memoriam

Jud
Jud Bergman
In Loving Memory Judson Bergman 1957-2019

Jud Bergman

In Loving Memory Judson Bergman 1957-2019

Act Justly. Love Mercy. Walk Humbly. Jud Bergman was the Chairman and Chief Executive Officer of Envestnet, Inc. He was a remarkable leader whose vision, brilliance and drive built the roadmap for our company’s success. Jud founded Envestnet in 1999 on the premise that technology would change the financial advisor industry. However, he...

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Powering Dynamic Innovation for Financial Services
500M+
LINKED ACCOUNTS
30M+
USERS WORLDWIDE
50+
PATENTS
Yodlee provides us access to an incredible breadth of financial institutions. Our mission is to help as many Americans as possible to see their complete financial data.
Personal Capital