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Yodlee
Fintech · Tredyffrin Township, United States · Founded 1999
Data aggregation and data analytics platform MoreLess
Yodlee, a subsidiary of Envestnet, operates in the financial technology (FinTech) sector, providing data aggregation and analytics services primarily to financial institutions, fintech companies, and retail clients. The company’s core business revolves around collecting and organizing financial data from various sources, which is then used to offer insights and solutions for wealth management, financial wellness, and personalized financial advice.
Yodlee’s market includes banks, credit unions, investment firms, and fintech startups that require accurate and comprehensive financial data to enhance their services. By leveraging Yodlee’s data aggregation capabilities, these institutions can offer better financial products, improve customer engagement, and make more informed decisions.
The business model of Yodlee is based on a subscription and licensing framework. Financial institutions and fintech companies pay for access to Yodlee’s data aggregation and analytics platforms. Additionally, Yodlee offers various specialized products such as transaction data enrichment, asset classification, and virtual financial assistants, which provide added value and customization options for clients.
Yodlee makes money by charging fees for its data services, analytics tools, and financial wellness solutions. These services help clients turn raw data into actionable insights, driving better financial planning, investment strategies, and customer experiences. The company also focuses on long-term client relationships, offering ongoing support and optimization to ensure continued success and adoption of its solutions.
In summary, Yodlee is a key player in the FinTech industry, helping financial institutions and fintech companies harness the power of data to improve their services and achieve strategic objectives.
Keywords: FinTech, data aggregation, analytics, financial institutions, wealth management, financial wellness, subscription model, transaction enrichment, virtual assistant, investment insights.
Company overview
Yodlee company information
The essential company record, classifications and operating signals in one place.
- Status
- Acquired
- Founded
- 1999
- Headquarters
- Tredyffrin Township, United States
- Employees
- 347
- Open positions
- 12
- Dealroom signal
- 65.6
- Investment activity
- 9 companies · latest Nov 2020
- Capital deployed
- $2.4M
- Preferred round
- Unknown
Valuation & funding
Yodlee funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| BUYOUTOther financing | Jun 2025 | $0 | — | Symphony Technology Group | ↗ |
| ACQUISITIONOther financing | Aug 2015 | $590M | $590M | Envestnet | — |
| IPOOther financing | Oct 2014 | $75M | $340M | Undisclosed | — |
| LATE VCOther financing | May 2012 | $8.3M | $33M | Undisclosed | — |
| LATE VCOther financing | Jun 2008 | $35M | $140M | BofA Securities · Bank of America · Accel · Warburg Pincus | — |
| EARLY VCOther financing | Jan 2007 | Undisclosed | — | ||
| SERIES COther financing | Jun 2006 | Accel · IVP · Warburg Pincus | — | ||
| SERIES BOther financing | Sep 2002 | Accel · Warburg Pincus | — | ||
| SERIES AOther financing | Oct 1999 | Accel · Sequoia | — |
Financials
Revenue and workforce over time
Available revenue and workforce history. Fields without reported data are omitted.
| Year | Revenue | Growth | Employees |
|---|---|---|---|
| 2026 | $74M | 0% | 347 |
| 2025 | $74M | 0% | 702 |
| 2024 | $74M | 0% | 702 |
| 2023 | $74M | 0% | 702 |
| 2022 | $74M | 0% | 702 |
| 2021 | $74M | 0% | 700 |
| 2020 | $74M | — | 702 |
Growth signals
Yodlee website traffic
Latest recorded traffic for Yodlee is 1.7M monthly website visits, up 30.8% over the last three months. Yodlee's team declined 50.6% over the past year.
Hiring
Open positions at Yodlee
Current openings linked to this company in Dealroom.
Comparisons
Yodlee compared with similar companies
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Capital deployed
Yodlee investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
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Talent graph
Yodlee's talent
Source: Dealroom Talent Intelligence.
Global footprint
Where Yodlee has talent and traffic
team presence
In the news
Latest news about Yodlee
Recent press, funding announcements, and product moves mentioning Yodlee — open to read from the original sources.
Market sentiment
What the market is saying about Yodlee
An AI-synthesized read of the highest-engagement posts about Yodlee on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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