Yodlee

The product is a financial data aggregation and intelligence platform that connects, enriches, and activates consumer financial data from thousands of sources to support account verification, personal financial management, lending, and wealth management use cases. It sells to financial institutions, fintechs, and technology companies serving retail banking, lending, wealth management, and payments, targeting developers, data, and finance teams in B2B and B2B2C models. It is delivered as infrastructure APIs and SaaS products that provide permissioned data access and data intelligence.

Key features

• Connect and aggregate financial data
• Enrich and activate financial data
• Personal financial management (PFM)
• Credit solutions with alternative data
• Wealth management client intelligence
• Business financial management for SMBs
• Payment enablement and account verification
• Open finance permissioned data APIs
• Account aggregation across data sources