About Yodlee
Yodlee offers data aggregation and analytics services to financial institutions and fintech companies, helping them collect and organize financial data from various sources. This data is used to provide insights for wealth management and personalized financial advice. Yodlee stands out by focusing on long-term client relationships and offering ongoing support, which helps clients turn raw data into actionable insights. The company's goal is to empower its clients to enhance their services and achieve their strategic objectives through effective data utilization.
Tredyffrin Township, PennsylvaniaHeadquarters
1999Year Founded
$160.8MTotal Funding
ACQUISITIONCompany Stage
Data & Analytics, Fintech, Financial ServicesIndustries
501-1,000Employees
Benefits
Medical (High Deductible Health Plan, Kaiser HMO and PPO), Dental, Vision
401(k) Match
On-site Flu Shots
On-site Biometrics Screening
Employee Assistance Program (EAP)
Life Insurance and AD&D
Short and Long Term Disability
On-site Gym
Fully Stocked Kitchen
Tuition Reimbursement
Employee Referral Bonus
Casual Dress Code
Mobile Reimbursement
Risks
Loss of key personnel like COO Arun Anur could disrupt strategic initiatives.
Shift to API-driven data aggregation may require significant technology investments.
Increased competition from platforms like Plaid could erode Yodlee's market share.
Differentiation
Yodlee offers comprehensive data aggregation and analytics for financial institutions and fintechs.
The company provides specialized products like transaction data enrichment and virtual financial assistants.
Yodlee's subscription model ensures long-term client relationships and ongoing support.
Upsides
Yodlee's open banking initiatives position it for growth in secure data sharing solutions.
Partnerships with firms like Ocrolus enhance Yodlee's service offerings and data processing efficiency.
Integration with HeirWealth highlights Yodlee's asset tracking capabilities for high net worth families.
Funding
Total raised$160.79 M
Latest valuation$590.00 M
StageACQUISITION
ACQUISITION
7/31/2015$590
$590.00 MIPO
9/30/2014$75
$340.00 MLATE VC
4/30/2012$8
$41.50 MEARLY VC
12/31/2006$75
$375.00 MSERIES C
5/31/2006$6
$30.00 MSERIES B
8/31/2002$24
$120.00 M