# Envestnet | Yodlee — Vendor Intelligence Profile
> Source: Vedex (https://vedex.ai) | Generated: 2026-10-05T08:39:46.303Z

## Overview

- **Vendor Type**: aggregator
- **Headquarters**: Berwyn, Pennsylvania, USA
- **Year Founded**: 1999
- **Employee Count**: 2500
- **Description**: 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 thousands of financial institutions, the company enables personalized financial experiences, account verification, and data-driven insights through its robust API infrastructure.
- **Slogan**: Powering Financial Wellness
- **Domain**: yodlee.com
- **Company Website**: https://yodlee.com

## Categories & Sectors

- **Categories**: Financial Data, Account Aggregation, Transaction Data, Identity Verification, Wealth Management Data
- **Sectors**: Fintech, Banking, Wealth Management, Lending, Insurance

## Marketplace Presence

- **Source Platforms**: alternativedata_org, conference:nosible, datarade, snowflake_marketplace
- **Platform Count**: 0
- **Delivery Methods**: REST API, SFTP, S3 Bucket
- **Geographic Coverage**: Global, with primary focus on North America, Europe, and Australia

## Intelligence Scores

- **Vendor Score**: 69.9
- **Market Presence**: 41.1
- **Trust & Compliance**: 99
- **Integration**: 79.1
- **AI Readiness**: 43
- **Business Maturity**: 78.7
- **Support & Operations**: 80.8

## Trust & Compliance (vendor-reported)

> These are the vendor's own attestations as collected from public sources, not Vedex's. Verify directly with the vendor.

- **Trust Score**: 100/100 (based on vendor-reported attestations, not verified by vedex)
- **SOC 2 Type II**: Yes (current report available)
- **ISO 27001 Certified**: Yes (with certificate date)
- **GDPR Compliance**: Fully compliant (DPA available)
- **Encryption Standards**: AES 256 for data at rest; hardware encrypted using FIPS 140-2 level 2 HSM for credentials
- **Penetration Testing**: Annual third-party penetration testing and continuous vulnerability scanning
- **Historical Breach Record**: No public incident found in our search (unverified)
- **Data Residency Options**: US, EU, UK, APAC
- **Written Compliance Policies**: Data privacy, Information security, Anti-corruption, Whistleblowing

## AI & ML Readiness

- **LLM-Friendly Output Formats**: Structured JSON with schemas
- **File Formats Supported**: JSON, CSV, XML
- **SDK Languages**: Java, Python, Ruby, .NET

## Business & Funding

- **Funding Stage**: Acquired
- **Estimated ARR Range**: $100M+
- **Key Customers**: Bank of America, JPMorgan Chase, Wells Fargo, PayPal, Acorns
- **Key Partnerships**: AWS, Snowflake, Microsoft Azure, Google Cloud

## Products

### Yodlee Analytics
Massive scale of financial account connectivity and transaction history.
- **Pricing**: Contact for pricing
- **Free**: No
- **Link**: https://vedex.ai/products/yodlee-analytics-436090/llms.txt

### Yodlee Aggregated Financial Data
Market leader in financial data aggregation with massive connectivity to bank accounts.
- **Pricing**: Contact for pricing
- **Free**: No
- **Link**: https://vedex.ai/products/yodlee-aggregated-financial-data-50a511/llms.txt

### Transaction Data Enrichment (TDE)
Augments and refines financial transaction data by adding simple descriptions, merchant names, categories, and geolocation.
- **Pricing**: $66,000
- **Free**: No
- **Link**: https://vedex.ai/products/transaction-data-enrichment-tde-373057/llms.txt

### Bank Data Platform
An ecosystem of data, analytics, and digital experiences for banks and financial institutions.
- **Pricing**: $300,000
- **Free**: No
- **Link**: https://vedex.ai/products/bank-data-platform-90be46/llms.txt

### Envestnet Tamarac
Integrated technology platform for independent financial advisors and RIAs to manage wealth and trading.
- **Pricing**: $110,000
- **Free**: No
- **Link**: https://vedex.ai/products/envestnet-tamarac-a1cb42/llms.txt

### Yodlee Data Aggregation
Platform that connects to thousands of financial institutions to provide secure access to consumer financial data.
- **Pricing**: $55,000
- **Free**: No
- **Link**: https://vedex.ai/products/yodlee-data-aggregation-e0dfbd/llms.txt

## Links

- Vedex Profile: https://vedex.ai/vendor/envestnet-yodlee-ae430c
- Due Diligence: https://vedex.ai/due-diligence/envestnet-yodlee-ae430c