Envestnet | Yodlee is the partner of choice for secure, open, and trusted access to the highest quality financial data to enable the innovations for financial service providers and the customers they serve. Financial service providers require secure access to comprehensive data coverage and highly accurate data in order to deliver the insights that power personalized and dynamic financial apps that can improve their customers’ financial future. Consumers deserve trusted and secure access when sharing their financial data with the tools and services they want to use to improve their financial health.

Envestnet | Yodlee’s trusted and secure open ecosystem powers accessible and responsible data access for our over 1,500 Financial Institutions (FIs) and FinTech customers. With our enhanced governance process and leadership in security and privacy practices, you can confidently leverage the consumer-permissioned financial data needed for your innovative financial apps.

Secure, Open & Trusted Ecosystem

Envestnet | Yodlee’s independent platform supports large enterprises as well as growing FinTechs. We work closely with financial institutions to provide industry-leading solutions and with regulators to ensure they are secure and compliant. This approach delivers consumer-permissioned financial data via open banking requirements in the U.S., UK, Australia, and around the world, so our clients can responsibly utilize financial data for a variety of use cases. We are also at the forefront of supporting open finance initiatives internationally. Our open banking assessment and audit process protects FIs and FinTechs by ensuring adherence to stringent privacy and security standards.

Market Leading Financial Data Coverage & Data Quality

As a global service provider with twenty years of continuous operation and evolution, Envestnet | Yodlee’s most comprehensive data and quality of coverage are the foundation that personalized financial experiences are built on. Our market leading coverage provides consistent access to high quality financial data from over 17,000 global data sites, touching 30 million+ active platform users and linking over 500 million accounts.

Transaction data can be confusing, hard to read, or illegible. Envestnet | Yodlee Transaction Data Enrichment provides context and clarity. It creates easy-to-read descriptions, identifies merchants, and assigns categories so your data can work harder for you and meet the needs of your intended use case.

Intelligent Finances

Highly personalized digital experiences are the norm today, not the exception. Our data and insights can help you successfully deliver them. Combining dynamic and actionable consumer insights, peer benchmarking, and digital experience views, our Insights Solutions make it easy to know and engage customer segments with hyper-contextual interactions. With an omni-channel deployment model, it’s easy to develop, integrate, and deliver new insights to consumers to empower them to achieve a more intelligent financial life.

Trusted Leader in Data Security & Privacy

Committed to protecting the personal information of those who use our customers’ products and services, we adhere to leading industry practices for data security, regulatory compliance, and privacy. We’re also the only aggregator that is a highly supervised entity of U.S. federal banking agencies requiring the highest order in controls. We eliminate the need for consumers to share their login credentials with third parties, only retrieving the data based on the app or the use case requesting the data, and we don’t share data across applications. Our mission is to create an ecosystem that improves connectivity, transparency, and security when sharing consumer financial information.