September 26, 2016 8:49 AM ET

Internet Software and Services

Company Overview of Yodlee, Inc.

Company Overview

Yodlee, Inc. operates a technology and applications platform that provides digital financial services in the cloud. The company’s platform, the Yodlee Financial Cloud, delivers a range of financial applications (FinApps) for the retail financial, wealth management, small business, card, and other financial solutions sectors. These FinApps allows consumers and small businesses to simplify and manage their finances, review their financial accounts, track their spending, calculate their net worth, and perform various other activities. The Yodlee Financial Cloud platform also enables its customers to develop their own applications through its open application programming interfaces, which delive...

3600 Bridge Parkway

Suite 200

Redwood City, CA 94065

United States

Founded in 1999

1,082 Employees

Phone:

650-980-3600

Key Executives for Yodlee, Inc.

Chief Financial Officer
Age: 47
Senior Vice President of Operations and Information Security
Age: 58
Chief Executive of Envestnet | Yodlee
Age: 55
Chief Customer Officer
Age: 57
Vice President and General Counsel
Compensation as of Fiscal Year 2016.

Yodlee, Inc. Key Developments

Envestnet | Yodlee Announces Aggregation Platform on the Salesforce AppExchange and Extension of Salesforce Financial Services Cloud Capabilities

Envestnet | Yodlee announced it has launched the Envestnet | Yodlee Aggregation Platform on the Salesforce AppExchange, providing financial institutions with a single, comprehensive view of held-away financial data combined with CRM to holistically manage clients’ financial lives. Envestnet | Yodlee’s Aggregation Platform will also extend the capabilities of Salesforce Financial Services Cloud with data and account aggregation tools. Salesforce Financial Services Cloud is generally available for purchase, empowering financial advisors to build deeper and more productive 1-to-1 client relationships, be more productive, and engage more holistically with clients anywhere and on any device. Key Features: Envestnet | Yodlee Aggregation Platform for Salesforce Financial Services Cloud includes: Collects and connects user-permissioned, end-user account data from more than 14,000 sources, such as bank accounts and 401(k)s, to provide financial institutions with a holistic view of their client’s finances across accounts; Provides 360-degree view of clients’ financial accounts so financial institutions can now deliver smarter, more personalized engagements that lead to increased assets under management and improved regulatory compliance; Creates a centralized data hub for held-away accounts, to improve productivity plus data insights and address “Know Your Client” requirements.

Envestnet and Yodlee Release its New API Architecture, Saving Developers Time and Resources to Bring Product to Market

Envestnet and Yodlee announced it is introducing a simpler, more intuitive RESTful API architecture that allows developers to integrate with and access the company's data platform with less effort and time spent. Developers will be able to leverage the new RESTful Aggregation API to provide an easier and more streamlined approach to access over 14,000 data sources provided by Envestnet | Yodlee, giving their customers real-time access to their aggregated financial data. Streamlining the access to data allows customers to enjoy a quicker and seamless user experience. By creating a fluid user experience, it allows customers to more readily make better financial decisions. The new Envestnet | Yodlee Aggregation API securely links external financial accounts, and will be available to developers as part of its new pay as it go Quick Start Package. This package will include access to key financial data sources allowing early stage developers to quickly gain momentum with their apps using direct data feeds from top financial institutions.

Yodlee, Inc.(NasdaqGM:YDLE) dropped from MSCI Acwi + Frontier Markets(acwi Fm) All Cap Index

Yodlee, Inc.(NasdaqGM:YDLE) dropped from MSCI Acwi + Frontier Markets(acwi Fm) All Cap Index

Similar Private Companies By Industry

Company Name Region
"Atlantic Tele-Satellite, Inc. United States
.Club Domains LLC United States
.Comdaq Corporation United States
@Court United States
0 Food Waste LLC United States

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

The information and data displayed in this profile are created and managed by Capital IQ, a Standard & Poor's company. Bloomberg.com does not create or control the content. For inquiries, please contact Capital IQ directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Bertelsmann AG Europe
Rush University United States
The Advertising Council, Inc. United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Yodlee, Inc., please visit www.yodlee.com. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.