About Yodlee Finsoft
Yodlee Finsoft is a Financial Services company based in Berwyn (United States) founded in 2018 by Bill Crager, Jim Lumberg, Jud Bergman, and Brandon Thomas. Open banking data aggregation is facilitated via APIs. Its chief executive, as recorded, is Bill Crager. Its Indian entity Yodlee Finsoft Private Limited reported revenue of ₹9.8 Lakh. Yodlee Finsoft offers products and services including Data Aggregation, Account Verification, Transaction Data Enrichment, and Financial Wellness Solutions. Its focus areas include FinTech, Banking Tech, Open Banking and Aggregation APIs. Its competitors include Yodlee, Method and Orum; 3 of its 3 listed competitors have raised funding.
Company details
Yodlee Finsoft, founded in 2018 in Berwyn, United States, focuses on innovating financial technology, banking tech, open banking, and aggregation apis. Open banking aggregation API. The company is dedicated to excellence, innovation, and customer satisfaction, ensuring sustainable practices and long-term success in its sectors.
- Headquarters Berwyn, United States
- Founders Bill Crager, Jim Lumberg, Jud Bergman, Brandon Thomas
- SectorsFinancial Services
- Email••••••••
- Website yodleefinsoft.com
- Social LinkedIn X Facebook YouTube
- Legal Name Yodlee Finsoft Private Limited
- Date of Incorporation 16 Jan, 2018
- Jurisdiction Bangalore, Karnataka, India
- Indian entity revenue₹9.8 Lakh
FY 2025 · -22% YoY
- Indian entity net profit₹44,190
FY 2025 · 4% margin
- Indian entity EBITDA₹60,190
FY 2025 · 6% margin
Associated legal entities of Yodlee Finsoft
Yodlee Finsoft operates through Yodlee Finsoft Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Yodlee Finsoft Private Limited CIN U74999KA2018PTC109580 | Active | 16 Jan 2018 | Bangalore, Karnataka | ₹0.1 Cr | 5 | View details |
Products & Services of Yodlee Finsoft
Yodlee Finsoft offers a comprehensive portfolio of products and services, including Data Aggregation, Account Verification, Transaction Data Enrichment, and Financial Wellness Solutions.
Aggregates financial data from various sources for institutions.
Securely verifies and connects user accounts quickly.
Extracts insights from transaction data for better interactions.
Provides advice and coaching for personalized financial planning.
Apps and channels of Yodlee Finsoft
its YouTube channel Yodlee has 785 subscribers and 30 videos.
Videos from Yodlee Finsoft
The most watched videos on Yodlee Finsoft's YouTube channel, Yodlee (785 subscribers). Click a video to play it here.
More on Yodlee.
Board of directors of Yodlee Finsoft Private Limited (Yodlee Finsoft)
Yodlee Finsoft Private Limited is the primary company behind Yodlee Finsoft. The board of Yodlee Finsoft Private Limited currently have 5 directors; the longest-serving is Rajesh Sreenivasan, appointed in 2018. 5 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Rajesh Sreenivasan DIN 02120739 | Director | 16 Jan 2018 | 8 yrs 9 mo | Yodlee Finsoft Private Limited |
| Arun Ramesh Anur DIN 09817207 | Director | 19 Dec 2022 | 3 yrs 10 mo | Yodlee Finsoft Private Limited |
| Barry Derek Cooper DIN 10386402 | Director | 20 Dec 2023 | 2 yrs 10 mo | Yodlee Finsoft Private Limited |
| Ravindra Thadimarri DIN 01213505 | Additional Director | 09 Oct 2025 | 1 yr | Yodlee Finsoft Private Limited |
| Muthukrishna Rajakumar Sripriya DIN 07784855 | Additional Director | 09 Oct 2025 | 1 yr | Yodlee Finsoft Private Limited |
People of Yodlee Finsoft
4 people are tracked at Yodlee Finsoft (4 in leadership).
| Name | Role | Group |
|---|---|---|
Bill Crager | Co-Founder & CEO | Leadership |
Jim Lumberg | Co-Founder | Leadership |
Jud Bergman | Co-Founder | Leadership |
Brandon Thomas | Co-Founder | Leadership |
Complete people profiles for Yodlee Finsoft
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Verified entity values are shown only after access is granted.
Financials of Yodlee Finsoft
Figures of Yodlee Finsoft Private Limited, the primary company behind Yodlee Finsoft, for FY 2025. Revenue was ₹9.8 Lakh (-22% year on year). Net profit was ₹44,190 (4% margin). EBITDA was ₹60,190 (6% margin). Revenue has grown at a compounded annual rate of +23% over three years and -8% over five years.
- ₹9.8 LakhRevenue · FY 2025 · -22% YoY
- ₹44,190Net profit · 4% margin
- ₹60,190EBITDA · 6% margin
- ₹2.41 CrPaid-up capital
- +23%Revenue CAGR, 3 years
- -8%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Yodlee Finsoft Private Limited are on its company page.
Detailed financial statements for Yodlee Finsoft
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Competitors of Yodlee Finsoft
Yodlee Finsoft has 3 listed competitors in our database, 3 of them funded. They include Yodlee, Method and Orum.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| yodlee.com | 1999 | Redwood, United States | $84.31M | 214 | Cloud-based data aggregation and analytics for financial institutions are offered. | |
| methodfi.com | 2019 | Austin, United States | $60M | API-enabled debt repayment tools are provided for financial services. | ||
| orum.io | 2019 | United States | $82.2M | 73 | open banking API solutions |
Detailed competitors of Yodlee Finsoft
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Top companies in Banking & FinTech Platforms
3 companies that operate in the same segment as Yodlee Finsoft (Banking & FinTech Platforms) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Online business banking and financial workflow tools are provided. | 2010 | San Francisco, California, United States | USD 546 M | USD 2.71 M | 1,807 | |
Digital banking services are offered to individuals via mobile apps. | 2012 | San Francisco, California, United States | USD 3.15 B | USD 1.96 B | 2,516 | |
Digital sustainable banking services are offered to consumers. | 2013 | Los Angeles, California, United States | USD 865 M | 237 |
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Related news about Yodlee Finsoft
Complete news archive for Yodlee Finsoft
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Frequently Asked Questions about Yodlee Finsoft
Yodlee Finsoft was founded in 2018.
Yodlee Finsoft is headquartered in Berwyn, United States. It is registered at Berwyn, Illinois, United States.
Bill Crager is the CEO of Yodlee Finsoft, as recorded in our data. They have also founded this company.
The primary company behind Yodlee Finsoft, Yodlee Finsoft Private Limited, reported revenue of ₹9.8 Lakh for FY 2025, down 22% year on year.
Yodlee Finsoft, founded in 2018 in Berwyn, United States, focuses on innovating financial technology, banking tech, open banking, and aggregation apis. Open banking aggregation API. The company is dedicated to excellence, innovation, and customer satisfaction, ensuring sustainable practices and long-term success in its sectors.
Yodlee Finsoft offers Data Aggregation, Account Verification, Transaction Data Enrichment, and Financial Wellness Solutions.
Yodlee Finsoft operates through Yodlee Finsoft Private Limited.
The legal entities of Yodlee Finsoft currently have 5 directors, including Barry Derek Cooper, Ravindra Thadimarri, Arun Ramesh Anur and others.