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Yodlee

Provider
Open BankingUnified AccountingUnified Payroll/HRIS

Embedded-finance provider tracked in the Embedded Finance Index — disclosed by 20 companies across 3 categories.

yodlee.com ↗Also analysed as a company — its own stack →
CategoriesOpen Banking, Unified Accounting, Unified Payroll/HRIS
Rank#9 of 87 in Open Banking
Buyers20 companies
HeadquartersRaleigh, NC, United States
Founded1999

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Founders & story · from Yodlee’s own dossier

Founded 1999 as one of the original financial data aggregators, Yodlee IPO'd on NASDAQ in 2014 and was acquired by Envestnet in 2015 to power its wealth management data layer. In 2019 it built out an AISP-licensed open banking arm for EU/UK PSD2. In 2025 STG carved Yodlee out of Envestnet as a standalone portfolio company, repositioning it as an independent open finance / data aggregation infrastructure provider competing with Plaid, MX, Finicity and TrueLayer.

Latest round: Buyout/LBO (STG, 2025)
Recent developments
  • 2025Yodlee joined STG portfolio via buyout, separating from Envestnet. source ↗
  • 2026Yodlee and JPMorganChase strengthened decades-long data-sharing partnership. source ↗
Full dossier: Yodlee’s own stack, layer by layer →
Who uses Yodlee
20 companies disclose Yodlee in their stack
Facet WealthSoftLedgerBlockchain ComEnvestnetFyleBridgementXeroNerdWalletWealthfrontCovercyLula17hats+8 more
Buyer mix · 20 of 20 classified
Horizontal SaaS / Accounting · 4Fintech / Investment · 3Infrastructure / BaaS · 2Vertical SaaS / Real Estate · 2Bank / Community · 1Fintech / Crypto · 1Fintech / Lending · 1Fintech / Personal finance marketplace · 1
US · 13Africa · 2APAC · 2UK · 1Canada · 1
What the disclosures say
Facet Wealth
“Facet's own Account Linking FAQs page (facet.com/faqs/account-linking-faqs/) explicitly names Plaid and Yodlee as account-linking providers.”
Envestnet
“Envestnet | Yodlee launched Credit Accelerator in 2023 as a lending data solution leveraging alternative data (newsroom.envestnet.com).”
Fyle
“Subprocessor list on GDPR page names Yodlee for 'Financial data aggregation' — consistent with card-feed / bank-feed ingestion for transactions.”
Bridgement
“Bridgement's own Help Center article explicitly names Yodlee as the bank-feed connectivity provider: 'connect your bank account / bank feed to Bridgement via Yodlee'.”
NerdWallet
“Support page 'How to Link Bank Accounts': 'Follow the prompts to connect your account using Plaid.' Separate help article references 'Revoked Plaid Authorization for Linked Bank on Atomic Account.' Older 'Financial Account Access Terms of Use' names Yodlee: 'you grant NerdWallet and its third party service provider, Yo…”
Lula
“Lula blog 'Safe & Secure Online Lending with Lula and Yodlee' explicitly names Yodlee as the bank-data aggregator used for online lending decisions.”
The complete buyer list and each company’s full embedded-finance stack are in the Embedded Finance Index report. Represent Yodlee? Claim this profile above to unlock your own full list.
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What Yodlee runs on · from its own dossier
The third-party providers Yodlee itself discloses, layer by layer — the vendor as a buyer. Distinct from the companies above that disclose Yodlee.
Crypto / Stablecoin
bastion
Full dossier with evidence for each layer →
Alternatives to Yodlee

Other Open Banking providers in the index, by the number of companies that disclose them. A count of public disclosures, not a ranking of the products.

Plaid296 buyers →Salt Edge59 buyers →GoCardless57 buyers →MX56 buyers →TrueLayer43 buyers →Tink41 buyers →Yapily40 buyers →Powens19 buyers →
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Ranked #9 of 87 in Open Banking — Embedded Finance Index 2026
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Yodlee — frequently asked

Which companies use Yodlee?

20 companies are linked to Yodlee in the Embedded Finance Index 2026, through their own public disclosures or Yodlee's published customer list, including Facet Wealth, SoftLedger, Blockchain Com, Envestnet, Fyle, Bridgement, Xero, NerdWallet, Wealthfront, Covercy and 2 others.

What does Yodlee do?

Yodlee is an embedded-finance provider in Open Banking, Unified Accounting and Unified Payroll/HRIS. It ranks #9 of 87 Open Banking providers by linked companies.

What are the alternatives to Yodlee?

The most-named Open Banking alternatives to Yodlee are Plaid (296 buyers), Salt Edge (59 buyers), GoCardless (57 buyers), MX (56 buyers), TrueLayer (43 buyers) and Tink (41 buyers).

Where is Yodlee headquartered?

Yodlee is founded in 1999 and headquartered in Raleigh, NC, United States.

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