About This Report

This due diligence report provides a comprehensive assessment of Envestnet | Yodlee, a aggregator vendor headquartered in Berwyn, Pennsylvania, USA. The report evaluates security and compliance posture (SOC 2 Type II, ISO 27001, GDPR), technical integration capabilities, AI and ML readiness, business funding and maturity, and support service level agreements. Envestnet | Yodlee has a Vedex Intelligence Score of 70/100.

This report is generated from Vedex enrichment data and should be verified directly with the vendor before procurement decisions.

Products by Envestnet | Yodlee

• Yodlee Analytics— Massive scale of financial account connectivity and transaction history.
• Yodlee Aggregated Financial Data— Market leader in financial data aggregation with massive connectivity to bank ac...
• Transaction Data Enrichment (TDE)— Augments and refines financial transaction data by adding simple descriptions, m...
• Bank Data Platform— An ecosystem of data, analytics, and digital experiences for banks and financial...
• Envestnet Tamarac— Integrated technology platform for independent financial advisors and RIAs to ma...
• Yodlee Data Aggregation— Platform that connects to thousands of financial institutions to provide secure ...

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