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Yodlee - About the company

Yodlee is an acquired company based in Redwood City (United States), founded in 1999 by Harrison Long. It operates as a Provider of cloud-based financial data aggregation and analytics. Yodlee has raised $84.3M in funding from investors like Accel, Bank of America and Sequoia Capital, with last known valuation of $*****. The company has 556 active competitors, including 129 funded and 69 that have exited. Its top competitors include companies like Mambu, Plaid and MX.

Company Details

Provider of cloud-based financial data aggregation and analytics. This company offers a platform that consolidates consumer financial information from numerous sources with user permission, including bank accounts, credit cards, investments, and loans. Its solutions enable financial institutions, fintech firms, and application developers to deliver personalized financial management, credit assessment, fraud detection, and wealth management services. The platform supports open banking and AI-ready data delivery, facilitating improved customer experiences, actionable insights, and financial wellness tools.
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Email ID
*****@gmail.com
Phone Number
+1 **********
Key Metrics
Founded Year
1999
Location
Redwood City, United States
Stage
Acquired
Total Funding
$84.3M in 4 rounds
Latest Funding Round
Last Known Valuation
$***** as on Aug 10, 2015
Investors
Ranked
Annual Revenue
$50M - $100M as on Dec 31, 2014
Employee Count
345 as on Sep 30, 2026
Investment & Acquisitions
Similar Companies
Exit Details
Acquired by STG (Jun 25, 2025)

Yodlee's acquisition details

Yodlee got acquired by STG on Jun 25, 2025.
Click here to take a look at Yodlee's acquisition in detail
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Yodlee's funding and investors

Yodlee has raised a total funding of $84.3M over 4 rounds. Its first funding round was on Oct 27, 1999. Yodlee has 16 institutional investors and 3 angel investors.

Here is the list of recent funding rounds of Yodlee:lockFilter this list
Date of Funding
Funding Amount
Round Name
Post-Money Valuation
Revenue Multiple
Lead Investors
Other Investors
May 08, 2012
7127364
Series D
9630236
3832272
3385621
8689019
Jun 04, 2008
3744212
Series D
5008398
5048375
5679518
Sep 17, 2002
9032750
Series C
3076865
7871097
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Yodlee's founders and board of directors

Founder? Claim Profile
The founders of Yodlee is Harrison Long.
Here are the details of Yodlee's key team members:
  • Harrison Long: Co-Founder and Head of Finance & Operations of Yodlee.

Yodlee's Board of Directors

Yodlee's board has 2 active members. Muthukrishna Rajakumar Sripriya and Ravindra Thadimarri are independent board members.
Here is the list of Yodlee's board of directors:
Name
Type
Representing
Status
Duration
Independent board member
-
Current
1y 2m
col{rez
Independent board member
-
Current
5y 1m

Yodlee's employee count trend

Yodlee has 345 employees as of Sep 26. Here is Yodlee's employee count trend over the years:
Employee count trend for Yodlee
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Yodlee's Competitors and alternates

Top competitors of Yodlee include Mambu, Plaid and MX. Here is the list of Top 10 competitors of Yodlee, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Mambu
Mambu
2011, Amsterdam (Netherlands), Series E
Provider of cloud banking platform delivering composable banking and financial experiences
$446M
74/100
2nd
Logo for Yodlee
Yodlee
1999, Redwood City (United States), Acquired
Provider of cloud-based financial data aggregation and analytics
$84.3M
74/100
3rd
Logo for Plaid
Plaid
2012, San Francisco (United States), Series E
Provider of a network for connecting financial accounts to applications
$1.32B
71/100
4th
Logo for MX
MX
2010, Lehi (United States), Series C
Provider of data-driven analytics and open banking API for businesses
$610M
71/100
5th
Logo for Belvo
Belvo
2019, Sao Paulo (Brazil), Series A
Developer of open banking API solutions
$74.3M
69/100
6th
Logo for Lean
Lean
2019, Riyadh (Saudi Arabia), Series B
Provider of open banking platform for financial data and payments
$104M
69/100
7th
Logo for Uzabase
Uzabase
2008, Minato City (Japan), Public
Provider of market intelligence, data feeds, and software platforms for insights
$6.82M
68/100
8th
Logo for Codat
Codat
2017, London (United Kingdom), Series C
Developer of cloud-based financial analysis and forecasting solutions for small and medium businesses
$172M
65/100
9th
Logo for Finicity
Finicity
1999, Salt Lake City (United States), Acquired
Open banking aggregation API solutions
$80M
65/100
10th
Logo for Lumiq
Lumiq
2007, Noida (India), Series B
AI powered data management platform for BFSI industry
$14M
65/100
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Yodlee's Latest cap tables and shareholding

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shareholding pattern of this entity
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What documents will you get?
  • Latest Shareholding Summary - Ownership breakdown across founders, investors, and other stakeholders
  • Round-by-Round Cap Tables - Evolution of shareholding across funding rounds
  • Year-on-Year Cap Tables - Dilution trends over time

Yodlee's Investments and acquisitions

Yodlee has made 5 investments in companies including Productfy and Productfy. Yodlee has also acquired 3 companies including FinBit and Abe AI.
Here is the list of investments & acquisitions:lockFilter this list
Date of Investment/Acquisition
Type
Company Name
Founded Year
Location
-
Acquisition
2014
San Francisco (United States)
Apr 26, 2021
Investments
2018
San Jose (United States)
Nov 23, 2020
Investments
2018
San Jose (United States)
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See all investments and acquisitions by Yodlee

Reports related to Yodlee

Here is the latest report on Yodlee's sector:

News related to Yodlee

lockFilter this list
Media has covered Yodlee for a total of 6 events in the last 1 year, 3 of them have been about company updates and 1 about partnerships.
•
Yodlee & STG Partnership: New Era for Open FinanceGlobal Fintech Series•Sep 03, 2025•STG, Yodlee
•
Envestnet agrees to sell Yodlee The Paypers•Jun 27, 2025•Envestnet, Yodlee
•
•
HeirWealth integrates Envestnet|YodleeThe Paypers•Mar 18, 2024•Yodlee, HeirWealth, Envestnet
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