Yodlee

Yodlee is a financial data aggregation and analytics platform designed to help institutions securely access, normalize, and analyze consumer financial data at scale. Its primary purpose is to power digital banking, wealth management, lending, and personal finance experiences with reliable, real-time financial information. By connecting to thousands of financial data sources, Yodlee enables organizations to build data-driven products and services that improve decision-making and customer engagement.

Yodlee provides secure access to account balances, transactions, holdings, liabilities, and other financial data through standardized APIs and data feeds. It offers advanced data enrichment capabilities, including transaction categorization, merchant identification, and cash-flow analysis, to turn raw data into structured, usable insights. The platform supports compliance with regulatory requirements such as open banking and consumer data protection, and includes tools for consent management and secure data sharing. Yodlee’s analytics solutions enable risk assessment, income and asset verification, and personalized financial insights, helping organizations automate workflows and reduce manual processing.