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Yodlee

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Financial data aggregation and analytics platform

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Reviews onG2
5 reviews tracked

The Bottom Line

Entry price

Paid plans only

Biggest pro

Largest FI coverage globally

Biggest con

Enterprise pricing only

TL;DR - Yodlee

  • Pioneer in financial data aggregation
  • 17,000+ financial institution connections
  • Enterprise-focused platform
Pricing: Paid only
Best for: Enterprises & pros
1.4/5 across review platforms

What is Yodlee?

Editorial review
Yodlee is a pioneer in financial data aggregation, providing APIs that connect applications to over 17,000 financial institutions worldwide. Acquired by Envestnet in 2015, Yodlee powers many of the leading personal finance, lending, and wealth management applications. The platform offers account aggregation, transaction enrichment, and financial insights that help businesses understand their customers' complete financial picture. Yodlee's data quality and extensive coverage make it a trusted choice for enterprise fintech applications.

Available on: Web

Pros & Cons

Pros

  • Largest FI coverage globally
  • Enterprise-proven reliability
  • Strong data accuracy
  • Comprehensive API suite
  • Envestnet backing

Cons

  • Enterprise pricing only
  • Complex integration
  • No self-service signup
  • Longer sales cycles

Ratings Across the Web

1.4(5 reviews)

Ratings aggregated from independent review platforms. Learn more

Key Features

17,000+ financial institution connectionsAccount aggregation APITransaction enrichmentFinancial wellness insightsVerification servicesFastLink widgetEnterprise-grade securityGlobal coverage

Pricing Plans

Enterprise

Custom

Contact sales

  • Full API access
  • 17,000+ FI connections
  • Dedicated support
  • Custom SLAs
  • Implementation assistance

Reviews

1.4/5

Across 5 verified user reviews on G2

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Yodlee FAQ

What is Yodlee?

Yodlee is a financial data aggregation platform that provides APIs to connect applications with over 17,000 financial institutions. It enables apps to access account balances, transactions, and financial data securely.

How does Yodlee compare to Plaid?

Yodlee has broader international coverage (17,000+ FIs vs Plaid's 12,000+) and longer enterprise track record. Plaid offers better developer experience and easier integration. Yodlee is often preferred for enterprise applications, Plaid for startups.

Is Yodlee secure?

Yes, Yodlee maintains SOC 2 Type II certification, is PCI DSS compliant, and uses bank-level encryption. They're a trusted provider for major financial institutions and enterprise applications.

Source: yodlee.com

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