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Yodlee | Fuel Innovation with Secure, Connected Financial Data

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- Products

Products Overview

Connect, enrich, activate financial data

- Personal Financial Management (PFM)

Guide financial behavior toward personal goals
- Credit Solutions

Expand lending with alternative data intelligence
- Wealth Management

Capture assets with connected client intelligence
- Business Financial Management

Support SMB growth with financial visibility
- Payment Enablement

Verify accounts quickly and reduce friction
- Open Finance

Access permissioned data with trusted APIs
- Industries

Industries Overview

Built to serve financial change-makers

- Retail Banking

Personalize banking experiences to deepen loyalty
- Technology

Power apps with trusted financial data
- Wealth Management

Deliver personalized advice and grow AUM
- Lending

Expand credit access with deeper insights
- Merchant and Payments

Enable embedded finance and customer insights
- About

About Yodlee

- Company
- Careers
- Leadership Team
- Channels
- Resources

Resources

Browse fintech videos, podcasts, and more for insights to drive business and consumer outcomes.

- Podcasts

Hear expert views shaping financial innovation
- Data Sheets

Deep insights on open finance trends
- Case Studies

Strategic guides for modern financial leaders
- Blog and News

Latest data news, trends, Yodlee solutions

###### LATEST

Advisor360° Enhances Wealth Management Efficiency with Yodlee's Data Aggregation

IGG Software: Enabling Personal Financial Management with Yodlee Account Aggregation

PayPal: Rewarding Customers with Faster Transactions Through Account Verification

SEE ALL

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- Products

Products Overview

Connect, enrich, activate financial data

- Personal Financial Management (PFM)

Guide financial behavior toward personal goals
- Credit Solutions

Expand lending with alternative data intelligence
- Wealth Management

Capture assets with connected client intelligence
- Business Financial Management

Support SMB growth with financial visibility
- Payment Enablement

Verify accounts quickly and reduce friction
- Open Finance

Access permissioned data with trusted APIs
- Industries

Industries Overview

Built to serve financial change-makers

- Retail Banking

Personalize banking experiences to deepen loyalty
- Technology

Power apps with trusted financial data
- Wealth Management

Deliver personalized advice and grow AUM
- Lending

Expand credit access with deeper insights
- Merchant and Payments

Enable embedded finance and customer insights
- About

About Yodlee

- Company
- Careers
- Leadership Team
- Channels
- Resources

Resources

Browse fintech videos, podcasts, and more for insights to drive business and consumer outcomes.

- Podcasts

Hear expert views shaping financial innovation
- Data Sheets

Deep insights on open finance trends
- Case Studies

Strategic guides for modern financial leaders
- Blog and News

Latest data news, trends, Yodlee solutions

###### LATEST

Advisor360° Enhances Wealth Management Efficiency with Yodlee's Data Aggregation

IGG Software: Enabling Personal Financial Management with Yodlee Account Aggregation

PayPal: Rewarding Customers with Faster Transactions Through Account Verification

SEE ALL

Get Started

# Connect Data.
Activate Insights.
Drive Growth.

Yodlee empowers industry-defining leaders to transform financial data into action, anticipate needs, personalize experiences, grow assets, and build enduring relationships.

Learn More

### Trusted by Market Defining Leaders

The Trusted Data Partner Behind Market Leaders

## With unmatched scale, industry depth, and a 25-year legacy of innovation.

Yodlee helps financial institutions lead in a fast-changing landscape.

601M+

Connected Consumer Accounts

19K+

Data Sources

\>91%

Direct Connections

Press Release

## Yodlee and JPMorganChase strengthen decades-long partnership

This updated agreement paves the way for more innovation for JPMorganChase customers and the broader financial services community.

Read more

Our products

## Smarter Products for the Builders of What’s Next

Yodlee delivers more than access. We offer data intelligence that empowers innovators to design, launch, and scale meaningful customer experiences.

Explore Products

#### Personal Financial Management

Guide financial behavior toward personal goals

Learn more

#### Wealth Management

Capture assets with greater visibility into client data

Learn more

#### Payment Enablement

Verify accounts quickly and reduce friction

Learn more

#### Credit Solutions

Expand lending with alternative data intelligence

Learn more

#### Business Financial Management

Support SMB growth and financial visibility

Learn more

#### Open Finance

Access enriched data with trusted APIs

Learn more

Built for Financial Institutions Who Set the Pace

### More than a platform, Yodlee is a strategic partner to institutions shaping the future. We deliver enterprise-grade data aggregation, intelligent insights, and trusted support at scale.

Request a Demo

ABOUT YODLEE

## Where Ambition Meets Purpose

At Yodlee, individual contributions drive collective success. We encourage bold thinking, collaboration, and focus on what truly matters, empowering financial institutions to innovate and lead.

With a foundation built on trust, security, and performance, we offer the opportunity to work with industry leaders and shape the future of financial services. From your first project onward, your work makes a difference.

Our company

Featured Resources

## Explore Insights from the Frontlines of Finance

From open banking trends to AI-powered personalization, see how leaders are transforming finance with data.

RESOURCE LIBRARY

Video

#### Axos Bank

Hear from the SVP of Consumer Product Development at Axos Bank as they discuss the impact of Yodlee's account aggregation tool on customer experience.

Watch video

Podcast

#### Responsible Lending Through Data

In this episode, David Silberman discusses what lenders are doing to get better information and cash flow data to make smarter decisions.

Learn More

Video

#### FastLink Aggregation

Whether you're setting up a finance app, transferring funds, or organizing your accounts, FastLink makes integration quick and effortless.

Watch now

Accelerating the Future of Financial Services

### As open finance and AI reshape the industry, Yodlee enables leaders to adapt faster and create hyper-personalized, data-powered customer experiences.

Industries

## Solutions Built for Your Industry

Whether you're a global bank, a digital-first wealth platform, or a fast-scaling technology provider, Yodlee provides the intelligence and flexibility to help you lead.

14

Top 20 US Financial Institutions

7

Top 10 US Wealth Firms

#### Retail Banking

Personalize banking journeys and deepen engagement with actionable customer insights.

Learn more

#### Wealth Management

Unlock held-away assets and deliver tailored advice with holistic financial visibility.

Learn more

#### Merchant & Payments

Embed financial tools and insights to improve loyalty and unlock new revenue streams.

Learn more

#### Technology

Power embedded finance experiences with enriched financial data and secure connectivity.

Learn more

#### Lending

Expand access to credit with cash flow analytics and alternative data solutions.

Learn more

contact us

## Experience the Power of Yodlee



Products

- Products Overview
- Personal Financial Management (PFM)
- Wealth Management
- Credit Solutions
- Payment Enablement
- Business Financial Management
- Open Finance

Industries

- Industries Overview
- Retail Banking
- Wealth Management
- Lending
- Merchant and Payments
- Technology

Resources

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- Podcasts
- Data Sheets
- Videos
- Case Studies
- Blog and News
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- Security
- Privacy Notice
- Privacy Notice for CA Residents
- Privacy Access Request Form
- Business Continuity
- Modern Slavery Statement

About

- Company
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- Leadership Team

Channels

- Channels

## Copyright Footer

- ©2025 Yodlee, Inc.