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Envestnet | Yodlee company logo

Envestnet | Yodlee

Founded Year



Acq - P2P | Acquired

Total Raised






About Envestnet | Yodlee

Envestnet | Yodlee is a data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.

Headquarters Location

3600 Bridge Parkway Suite 200

Redwood City, California, 94065,

United States


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Research containing Envestnet | Yodlee

Get data-driven expert analysis from the CB Insights Intelligence Unit.

CB Insights Intelligence Analysts have mentioned Envestnet | Yodlee in 3 CB Insights research briefs, most recently on Mar 1, 2022.

Expert Collections containing Envestnet | Yodlee

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Envestnet | Yodlee is included in 3 Expert Collections, including Banking.



1,259 items


Wealth Tech

1,882 items

A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.



7,565 items

US-based companies

Envestnet | Yodlee Patents

Envestnet | Yodlee has filed 1 patent.

The 3 most popular patent topics include:

  • Data management
  • Artificial neural networks
  • Classification algorithms
patents chart

Application Date

Grant Date


Related Topics




Natural language processing, Mobile web browsers, Information technology management, Data management, Diagrams


Application Date


Grant Date



Related Topics

Natural language processing, Mobile web browsers, Information technology management, Data management, Diagrams



Latest Envestnet | Yodlee News

Why Businesses Should Choose ACH Payments Over Credit

Nov 16, 2022

November 16, 2022 Credit and debit cards have become the most popular payment option according to the Federal Reserve. The number of credit and debit card transactions will continue to grow over the years especially as the digitization of payments catches on. While this is true, a lot of businesses are looking for an alternative payment option and they are turning to ACH. If you are wondering why, the reasons largely revolve around the disadvantages of accepting debit cards, credit cards, and cash. Low Transaction Fees While convenient, the main downside of credit and debit cards is their transaction costs. The high processing costs associated with these cards can eat into profits, especially for businesses that do lots of them and whose margins are razor-thin. The funds transferred in an ACH payment go through a clearing house where the fees can be as low as a few tenths of a cent per transaction for smaller transactions. Some processors charge 1 to 1.5% for large transactions and cap these fees at $5. Credit cards, on the other hand, have charges that can go as high as 3.5%. Better User Experience Most businesses now have an online store and many of them accept credit and debit cards. The use of these cards requires customers to enter their credit card number, expiration date, verification code, and address. Modern tools like Envestnet l Yodlee FastLink provide a better user experience by making account linking intuitive, secure, and fast for a better user experience. Their validation and verification process does not require routing numbers, account numbers, or micro-deposits, and it happens in near real-time. Businesses can benefit from other Yodlee ACH payments services such as faster ACH debit processing. Yodlee ACH payments also help reduce fraud and risk while reducing costs at the same time. Reducing friction from using such solutions helps improve customer experience and increases the number of people who complete their transactions. Security Credit card fraud is a serious issue for both businesses and customers. Businesses have to be aware that the credit or debit card used in their store or on their website could be stolen which would mean a loss if the card owner requests a refund. ACH removes all these fears and concerns because it is a direct payment option without intermediaries. Because some customers could be hesitant about the business, the two parties could initiate micro-deposits so the parties know each other. A customer verifies the amount to send before initiating the transaction. The business ensures the customer details are correct and that there are no issues with the customer’s account that could cause the transaction to fail. Recurring Billing ACH is perfect for businesses with a subscription model as it allows for easier recurring billing. It also saves businesses time and money by automating the process as long as a customer has linked the right account and has not ended their subscription. Now that you understand why you should use ACH payments, you can switch from accepting credit and debit cards. Alternatively, you could accept the two to give your customers the best experience possible.

Envestnet | Yodlee Frequently Asked Questions (FAQ)

  • When was Envestnet | Yodlee founded?

    Envestnet | Yodlee was founded in 1999.

  • Where is Envestnet | Yodlee's headquarters?

    Envestnet | Yodlee's headquarters is located at 3600 Bridge Parkway, Redwood City.

  • What is Envestnet | Yodlee's latest funding round?

    Envestnet | Yodlee's latest funding round is Acq - P2P.

  • How much did Envestnet | Yodlee raise?

    Envestnet | Yodlee raised a total of $201.35M.

  • Who are the investors of Envestnet | Yodlee?

    Investors of Envestnet | Yodlee include Envestnet, Warburg Pincus, Institutional Venture Partners, Accel, Bank of America and 18 more.

  • Who are Envestnet | Yodlee's competitors?

    Competitors of Envestnet | Yodlee include Perfios, Railsr, Yapily, Segmint, Facteus, Akoya, Flinks, Plaid, Rebel, MX Technologies and 18 more.

Compare Envestnet | Yodlee to Competitors

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Teller provides an API for bank accounts. It enables applications to connect with all of the user's bank accounts across institutions, providing one API to move money, make payments, view transactions, and more. Teller provides a suite of APIs allowing the user to not only build applications that can read data from bank accounts but also applications that perform write operations, e.g. making payments.

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Nymbus provides a secure, cloud-based, full-stack product that includes all of the mission-critical functions financial institutions need to build their businesses. The company's platform enables financial institutions to effectively respond to today's digital revolution with a holistic, pre-integrated solution that includes an entire core platform with all digital channels and payments to service their customers and members.

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TrueLayer offers developers an easy way to access the bank data they need to build financial apps and services, helping startups and banks alike to drive products in financial services. TrueLayer supports account verification, KYC processes, and transactional data for account aggregation, credit scoring, and risk assessment.


Synapse develops a platform that helps banks and developers work together. The technology involves developer-facing APIs that allow companies to connect with banks to offer services, and also bank-facing APIs that allow banks to automate and extend back-end operations.

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expensr is an online personal finance application.

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