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Yodlee
Data aggregation and data analytics platform
About Yodlee
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.
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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.
At a glance
- Status
- Acquired
- Founded
- 1999
- Headquarters
- Tredyffrin Township, United States
- Employees
- 347
- Open positions
- 12
- Dealroom signal
- 65.6/100
- Industry
- Fintech
- Sector
- Fintech, Wealth Management, Testing, Verification, Risk Management, Analytics, Classifieds, Market Intelligence, Retail, SaaS, Social Media
- Technology
- Big Data
- Business model
- SaaS
- Client focus
- b2b
- Investment activity
- 9 companies, latest Nov 2020
- Capital deployed
- $2.4M
- Preferred round
- Unknown
Knowledge graph
More headlines
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 | — |
Financials
Revenue, earnings and other financial measures where available. Years marked “E” are estimates.
Growth signals
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.
Open positions
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Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Series A3 investors entered at this stage
Series B and later4 investors entered at this stage
IVP
BofA Securities
Bank of America
Symphony Technology Group
Other known investors1 additional known investor
Envestnet
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about Yodlee on X, ranked by likes and reposts, corporate channels excluded.
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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