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.
- Website
- www.yodlee.com/
- 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
Ranked
1st among 510 active competitors
Annual Revenue
$50M - $100M as on Dec 31, 2014
Employee Count
347 as on May 31, 2026
Exit Details
Acquired by STG (Jun 25, 2025)
Legal entities associated with Yodlee
Yodlee is associated with 4 legal entities given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
YODLEE FINSOFT PRIVATE LIMITED CIN: U74999KA2018PTC109580 , India, Active | Jan 16, 2018 | 0 - ₹10 Cr (As on Mar 31, 2025) | - | |
YODLEE INFOTECH PRIVATE LIMITED CIN: U72200KA2000PTC027511 , India, Active | Jul 25, 2000 | ₹10 - ₹50 Cr (As on Mar 31, 2025) | 1 (As on Apr 30, 2023) | |
YODLEE INC CIN: 1161315 , United States, Active | Feb 15, 1999 | $50M - $100M (As on Dec 31, 2014) | - | - |
YODLEE, INC. CIN: 330843318 , United States, Active | Dec 31, 1999 | - | 214 (As on Dec 31, 2015) | - |
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:
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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 |
View details of Yodlee's funding rounds and investors
Yodlee's founders and board of directors
Founder? Claim ProfileYodlee'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:
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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:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Yodlee 1999, Redwood City (United States), Acquired | Provider of cloud-based financial data aggregation and analytics | $84.3M | 74/100 | |
2nd | Mambu 2011, Amsterdam (Netherlands), Series E | Provider of cloud banking platform delivering composable banking and financial experiences | $446M | 73/100 | |
3rd | Bud 2015, London (United Kingdom), Series B | Developer of open banking API and financial data analysis for businesses | $103M | 71/100 | |
4th | Plaid 2012, San Francisco (United States), Series E | Provider of a network for connecting financial accounts to applications | $1.32B | 69/100 | |
5th | MX 2010, Lehi (United States), Series C | Provider of data-driven analytics and open banking API for businesses | $610M | 69/100 | |
6th | Lean 2019, Riyadh (Saudi Arabia), Series B | Provider of open banking platform for financial data and payments | $104M | 69/100 | |
7th | 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 | Developer of open banking API solutions | $74.3M | 69/100 | ||
9th | Provider of market intelligence, data feeds, and software platforms for insights | $6.82M | 68/100 | ||
10th | Method 2019, Austin (United States), Series B | Provider of connectivity solutions for consumer credit and liability accounts | $60M | 66/100 |
Looking for more details on Yodlee's competitors? Click here to see the top ones
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:
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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) |
See all investments and acquisitions by Yodlee
Reports related to Yodlee
Here is the latest report on Yodlee's geography:
News related to Yodlee
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.
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Envestnet Faces Trial in Legal Fight with FinancialApps Over Evidence Destruction ClaimCrowdfund Insider•Jan 05, 2026•Envestnet, Kasowitz, Yodlee
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JPMorganChase Secures Data Access Fees in Agreements with FinTechsPYMNTS.com•Nov 15, 2025•Akoya Biosciences, JPMorgan Chase, Morningstar, Yodlee and 3 others
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Envestnet to Sell Open Finance Subsidiary Yodlee to STGPYMNTS.com•Jun 26, 2025•Envestnet, Yodlee, STG
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Fintech Leader Anil Arora Joins Kashable’s Board of DirectorsGlobal Fintech Series•Dec 09, 2024•Kashable, Yodlee
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