Data Aggregation

Financial Data to Drive Your Innovation

Delivering financial data from more than 16,000 global financial sources, the single unified Envestnet® | Yodlee® Platform API enables personalized and powerful financial solutions. With permission-based access to financial accounts and transaction information plus bank-level security, our easy to use Platform API provides the bank, credit card, investment, loans, rewards, and other financial account data needed for a wide variety of use cases including financial wellness, planning, lending, wealth advisory, and other apps and services.

Envestnet | Yodlee offers a simple and secure way for developers to access the Envestnet | Yodlee Financial Data Platform. The intuitive API architecture, reduced code requirements, and simplified data model make it easy to integrate with our platform and speed your innovation to market.

Comprehensive and accurate transaction data

A key part of the data aggregation process is identifying the merchant, clarifying the transaction, and sorting transactions into categories as they are aggregated. Our enhanced machine learning and data science algorithms provide the most accurate classifications and clear, concise, and easy to use transaction data, which is standardized across any data source. This enables your customers to identify their own transactions, and makes it easier to derive consumer insights and identify opportunities to engage further with your customers.

Add and link financial accounts in seconds

By integrating the Envestnet | Yodlee Platform API with Envestnet | Yodlee FastLink, consumers can add and link their accounts on any device within seconds. This speedy and intuitive onboarding process works to curb customer abandonment and enable a seamless user experience, increasing consumer loyalty and strengthening relationships.

Unified API for a variety of needs

The unified Envestnet | Yodlee Platform API handles data aggregation plus other use cases to simplify code, reduce integration costs, and speed your solutions to market. Gain simple, flexible access to the Envestnet | Yodlee Financial Data Platform to meet your aggregation needs now – and add or expand use cases as your business needs evolve.

Key Benefits

  • Bank-level security and compliance
  • Access to over 16,000 data sources
  • Reduced latency and response times
  • Deeper data and enrichment allows us to solve for wider, more complex use cases than any other provider
  • Comprehensive and accurate transaction data
  • Simple integration
Funding for Online Retailers - Yodlee Interactive + Kabbage

Funding for Online Retailers - Yodlee Interactive + Kabbage

Yodlee's platform is more comprehensive than that of other companies. There is no other place where you can go to get identity info and account information.

Financial Data Platform API

Related Resources

Envestnet | Yodlee Data Analytics for Retail + Commerce Signals Data Sheet

Building and Distributing Applications for Financial Services Whitepaper

In order to build innovative financial applications, you need access to rich financial data to make your idea come to life.
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Envestnet | Yodlee Data Analytics for Retail + Commerce Signals Data Sheet

7 Secrets to Fintech Success

Fintech startups are finding opportunities in the disintermediation of financial institutions and trends, but 9 out of 10 startups fail.
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Envestnet | Yodlee Data Analytics for Retail + Commerce Signals Data Sheet

Build the Next Generation of Financial Applications

Envestnet | Yodlee ensures that every financial application you develop offers digital transaction safety, security, and easy integration.
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Go Under the Hood


Got a vision or a prototype in need of financial data? It’s time to apply for the incubator program!

Developer Portal

Get access to the latest documentation, sample code, testing tools, and more on our Developer Portal.

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