Yodlee is a leading data aggregation and analytics platform for financial service providers and digital financial services, with over 25 years of trusted data connectivity and intelligence offering AI-powered innovation for the industry, founded in 1999 by Venkat Rangan and headquartered in Raleigh, North Carolina, USA (621 Hillsborough St, Raleigh, NC 27603, US) with additional locations in Bangalore, India, London, UK, and Sydney, Australia. Originally created as a free consumer service providing a single website to access multiple accounts (banks, investment brokers, credit cards, travel sites, shopping sites, news sites), Yodlee pioneered personal financial management by enabling online money transfers between savings/checking accounts, bill payments, and comprehensive financial information collection including student loans, mortgages, credit cards, and 401(k) accounts.
Yodlee is a web application software company that provides consumer-permissioned data aggregation, consolidating information from multiple accounts (credit cards, bank accounts, investments, etc.) using open banking APIs, serving as the leading data aggregation and analytics platform for financial service providers for more than 25 years. As a privately held company in the financial services industry with 1,001-5,000 employees (390 employees), Yodlee is a valued partner of some of the country’s largest banks and financial service firms, helping market-defining leaders grow their business and drive customer satisfaction, with Yodlee’s data aggregation tools accounting for 85% of all online financial management and six of the top ten U.S. banks utilizing Yodlee’s personal financial management solutions, along with an additional 100 prominent financial institutions globally.
Yodlee enables apps and websites to connect to financial accounts including bank accounts, credit cards, and investment portfolios with user consent, allowing aggregation of financial information in a single location, transforming financial data into actionable insights to anticipate needs, personalize experiences, grow assets, and build enduring relationships. Since joining Envestnet in 2015, Yodlee has facilitated these connections, and in June 2025, Envestnet announced the sale of Yodlee to private equity firm STG, positioning Yodlee’s AI-ready data and actionable insights to power what’s next in evolving financial forces. The company’s data aggregation tools offer vast reservoirs of accessible financial data to each employing company, enabling fintechs to transform information into unique user interfaces for easier personal finance tracking and management, with specialties including FinTech, Financial Data APIs, Personal Financial Management (PFM), Digital Banking, and Mobile technology.