Data + Intelligence

Only Envestnet | Yodlee brings together data + intelligence using the best financial data available on a massive scale across banking and wealth management from tens of millions of consumers. Applying data science, machine learning, artificial intelligence, and leading security practices, Envestnet | Yodlee enables financial institutions and fintech innovators with a financial data platform that redefines the future of digital financial innovation and insights so they can deliver better outcomes for their customers.

Best Data at Massive Scale

Envestnet | Yodlee provides the best and most comprehensive financial data across banking as well as wealth management, made possible through the strengths of our data acquisition capabilities, extensive data cleaning and enrichment expertise, and massive scale. The Envestnet | Yodlee Data Aggregation Platform has fueled innovation in online banking and financial data management for 17 years, securing 78 issued patents along the way. We partner with more than 1,000 financial institutions and fintech innovators, including 11 of the top 20 U.S. banks, enabling a massive data network associated with tens of millions of consumers who use platform-related personalized apps and services. 71% of the financial data is gathered via structured data feeds with financial institutions. The power of this network 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. At Envestnet | Yodlee, we understand that having a complete consumer financial picture cannot be achieved without the provision of comprehensive banking and wealth transaction data.

Whitepaper: Pioneering Financial Data Extraction and Aggregation

Data Made to Do More

Whitepaper: Critical Questions on Data Intelligence for Financial Institutions

Envestnet | Yodlee’s data is made to do more, leveraging our unmatched comprehensive aggregation of financial data, massive scale, and extensive data science capabilities, which unlike our competition, have been honed against tens of billions of transactions. Such massive scale allows Envestnet | Yodlee’s Data Intelligence and its ability to attain powerful pattern recognition and detection, to enable predictions which can be used to provide personalized and actionable financial guidance. Ultimately, we enable financial institutions and fintech innovators with an intelligence-based platform, helping them create uniquely simple and personalized user experiences.


Envestnet | Yodlee adheres to leading financial industry practices for security, risk, and compliance management. 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. We are also supervised and examined by the OCC and all major banking regulators, and have undergone nearly 200 audits by financial institutions over a recent 24-month period. We have been a leading provider of cloud-based financial technology services to global financial institutions and innovators for almost two decades. Our risk programs meet not only their expectations, but also some of the most stringent security, privacy, and compliance standards in the world.

Whitepaper: All Aggregation Platforms Are Not Created Equal: A Security Perspective