Financial Wellness

Financial Wellness Solutions make it easy to give personalized advice and financial coaching.

Financial Wellness Solutions

Give Consumers Financial Guidance

Comprised of the leading Financial Data Platform, AI-powered FinApp series, and APIs, our solutions enable Financial Service Providers to coach consumers toward financial wellness.

Access to the Best, Most Comprehensive Data

Leverage over 17,000 global data sources comprised of an unparalleled breadth, depth, and variety of financial accounts

Powered by Personalized Financial Insights

New and advanced AI-driven techniques enable the identification of actionable patterns across massive data sets

Delivered Through Conversational AI

Deliver financial wellness guidance on any device, across major interfaces like Amazon Alexa, Apple Siri, and Google Assistant

Bank-Level Security

Rest assured and rely on our leading financial industry practices for security, risk, and compliance management

Get Started With Financial Wellness

Financial Wellness Products

Empower Consumers. Increase Their Satisfaction.

Taking traditional Personal Financial Management (PFM) tools to the next level, the Envestnet | Yodlee Financial Wellness Solutions make it easy to provide the actionable advice and personalized financial coaching consumers need to improve their financial health.

Financial Data Platform

Next-generation banking experiences are born from Envestnet | Yodlee's Financial Data Platform. Our analytical financial data can help you identify key consumer financial trends and fine-tune market strategies to better attract and engage consumers. We have nearly two decades of experience to prove it.

Our Financial Data Platform provides the most comprehensive and accurate 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 cleansing & enrichment expertise, and massive scale. We partner with thousands of 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.  

Powering Dynamic Innovation for Financial Services

Case Study

Leveraging Yodlee's API for Long Term Financial Health

Golden helps Boomers care for their senior parents’ financial health, wealth, and security. By integrating the Envestnet | Yodlee Financial Data API, Golden enabled Boomers to seamlessly and securely link their parents’ financial accounts and view their full financial picture in one place.

  • Seamless integration
  • Comprehensive data
  • Start-up friendly
  • Scalable

Trusted By

Dive Deeper Into Financial Wellness

Download our financial wellness brochures and ebooks to learn more about how Envestnet | Yodlee products can integrate with your business. 

Get Started With Financial Wellness

Financial Wellness Solutions make it easy to give personalized advice and financial coaching.

Get Started