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.

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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

Powering Dynamic Innovation for Financial Services
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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

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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.