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Yodlee

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Financial data aggregation and analytics platform.

About Yodlee

Yodlee (acquired by the massive wealth management titan Envestnet) is the absolute, undisputed "Grandfather" of financial data aggregation. Long before Plaid existed, Yodlee was building complex screen-scraping technology to pull data from banks. Today, it remains a colossal, highly entrenched enterprise titan, specifically dominating the "Wealth Management and Traditional Banking" sectors, rather than the agile consumer FinTech startups that Plaid targets. The absolute core superpower of Yodlee is its "Massive Global Breadth and Historical Data Depth." Yodlee connects to a staggering 21,000+ global financial institutions (significantly more international/obscure institutions than its competitors). Because it is owned by Envestnet, it is the API of choice for massive Wealth Management platforms. It doesn't just pull checking accounts; it pulls highly complex 401(k), IRA, brokerage, and mortgage data with extreme precision. Furthermore, Yodlee provides incredibly advanced "Enrichment and Analytics." A massive retail bank can use the Yodlee API to analyze a customer's spending, predict that the customer is saving up for a house based on their cash flow, and automatically trigger a highly targeted mortgage advertisement within the bank's mobile app. For massive traditional banks, brokerages, and enterprise wealth platforms demanding massive scale, Yodlee is heavily fortified infrastructure.

Deployment

  • Cloud, SaaS, Web

Support

  • Email/Help Desk
  • Knowledge Base

Training

  • Documentation

Ideal Company Size

Enterprise Employees

Pricing Overview

LicensingSubscription
Supported LanguagesEnglish
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