Platform that connects to thousands of financial institutions to provide secure access to consumer financial data.
API Access
Est. Price
~$10,000/yr est.
Update Frequency
real-time
Pricing Tiers
1
Regions
1
Quality SignalsB
Freshness
Recently enriched
Complete
69%
API
API Available
Product Overview
Financial Data and Wealth Management Platform$$$
Offering: Consumer financial data aggregation, transaction enrichment, and integrated wealth management software for financial institutions and RIAs.
Best for: Fintechs and wealth management firms building consumer-facing financial wellness or portfolio management applications.
Benefits
- Extensive connectivity to thousands of global financial institutions
- Robust transaction data enrichment and categorization capabilities
- Integrated ecosystem combining data aggregation with wealth management workflows
- Flexible delivery via REST API for real-time application integration
Drawbacks
⚠ High enterprise pricing can be prohibitive for smaller startups · ⚠ Complexity of platform integration due to broad product scope · ⚠ Data coverage gaps in emerging or non-core geographic marketsProduct Intelligence
Value Score
47
quality per $
Coverage
75
geo × freq × depth
Try-ability
0
ease of trial
Product Details
Use Cases
financial wellnessaccount aggregationwealth managementlendingpersonalized financial experiences
Coverage
Global
Delivery
API
Pricing Tiers
Vedex estimate
~$10,000/yr est.
SUBSCRIPTIONMEDIUM
Add to Data Room
Get an instant price estimate based on your organization profile — seats, usage rights, and contract term.Estimated ~$10,000/yr est.
Request a sample directly from Envestnet | Yodlee.
Web Authority
High Authority19 mentions·5 platforms
Academic Papers
10 × 8 pts+80
LinkedIn
5 × 2 pts+10
Blogs & Newsletters
2 × 2 pts+4
Hacker News
1 × 4 pts+4
Twitter / X
1 × 2 pts+2
Evidence5 sources
Academic Papers
DATA-SHARING FRAMEWORKS IN FINANCIAL SERVICES:
by M Zachariadis · 2020 · Cited by 22 — Such firms such as Yodlee (founded in 1999 and acquired by Envestnet in 2015) and Plaid. (recently acquired by VISA) became important pillars of ...
Academic Papers
The Promise and Perils of Open Finance
... Yodlee, “Financial Data Platform”, ... The second includes other licensed data aggregators that aspire to enter and compete within the data aggregation market ...
Academic Papers
July 9, 2018 Abstract This study empirically
11 Other data sources with consumer transactions include credit card transaction data providers, such as Yodlee and. Cardlytics. These ...
Data Dictionary
Expected fields and columns in this data product
About Yodlee Data Aggregation
Yodlee Data Aggregation is an alternative data product offered by Envestnet | Yodlee, available on discovery. Data is updated real-time. API access is available for programmatic integration. Vedex estimates pricing at roughly $10,000/yr (an estimate, not a vendor-published price).
Platform that connects to thousands of financial institutions to provide secure access to consumer financial data.
About Envestnet | Yodlee
Envestnet | Yodlee is a aggregator vendor based in Berwyn, Pennsylvania, USA. Envestnet | Yodlee is a leading data aggregation and analytics platform that provides financial institutions, fintechs, and developers with secure access to consumer financial data. By connecting to t...