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Yodlee - About the company

Yodlee is an acquired company based in Redwood City (United States), founded in 1999. 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 510 active competitors, including 125 funded and 70 that have exited. Its top competitors include companies like Mambu, Bud and Plaid.

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.
Social
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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
347 as on May 31, 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
5518019
Series D
5880876
4630072
9429157
9447096
Jun 04, 2008
5849565
Series D
1332173
4422996
5059772
Sep 17, 2002
4825611
Series C
6752589
1506603
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Yodlee's founders and board of directors

Founder? Claim Profile

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
0y 10m
kwgxfre
Independent board member
-
Current
7y 7m

Yodlee's employee count trend

Yodlee has 347 employees as of May 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, Bud and Plaid. 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 Yodlee
Yodlee
1999, Redwood City (United States), Acquired
Provider of cloud-based financial data aggregation and analytics
$84.3M
74/100
2nd
Logo for Mambu
Mambu
2011, Amsterdam (Netherlands), Series E
Provider of cloud banking platform delivering composable banking and financial experiences
$446M
73/100
3rd
Logo for Bud
Bud
2015, London (United Kingdom), Series B
Developer of open banking API and financial data analysis for businesses
$103M
71/100
4th
Logo for Plaid
Plaid
2012, San Francisco (United States), Series E
Provider of a network for connecting financial accounts to applications
$1.32B
69/100
5th
Logo for MX
MX
2010, Lehi (United States), Series C
Provider of data-driven analytics and open banking API for businesses
$610M
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 Codat
Codat
2017, London (United Kingdom), Series C
Developer of cloud-based financial analysis and forecasting solutions for small and medium businesses
$172M
69/100
8th
Logo for Belvo
Belvo
2019, Sao Paulo (Brazil), Series A
Developer of open banking API solutions
$74.3M
69/100
9th
Logo for Uzabase
Uzabase
2008, Minato City (Japan), Public
Provider of market intelligence, data feeds, and software platforms for insights
$6.82M
68/100
10th
Logo for Method
Method
2019, Austin (United States), Series B
Provider of connectivity solutions for consumer credit and liability accounts
$60M
66/100
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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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Reports related to Yodlee

Here is the latest report on Yodlee's geography:

News related to Yodlee

lockFilter this list
Media has covered Yodlee for a total of 10 events in the last 1 year, 4 of them have been about company updates and 2 about partnerships.
Yodlee & STG Partnership: New Era for Open FinanceGlobal Fintech SeriesSep 03, 2025STG, Yodlee
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FAQs about Yodlee

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