About Yodlee Finsoft
Yodlee Finsoft is a company based in Berwyn (United States) founded in 2018 by Bill Crager, Jim Lumberg, Jud Bergman, and Brandon Thomas. Yodlee Finsoft offers products and services including Data Aggregation, Account Verification, Transaction Data Enrichment, and Financial Wellness Solutions. Yodlee Finsoft operates in a competitive market with competitors including Codat, Banked, Yodlee, Bud and Method, among others.
- Headquarter Berwyn, United States
- Founders Bill Crager, Jim Lumberg, Jud Bergman, Brandon Thomas
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Yodlee Finsoft Private Limited
- Date of Incorporation 16 Jan, 2018
- Jurisdiction Bangalore North, Karnataka, India
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Annual Revenue
$6.26 K (USD)-2.05as on Mar 31, 2023
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Net Profit
-$12.03 K (USD)30.91as on Mar 31, 2023
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EBITDA
-$16.49 K (USD)28.59as on Mar 31, 2023
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Latest Funding Round
Not available
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Investors
Not available
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Employee Count
Not available
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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.
Funding Insights of Yodlee Finsoft
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Investments & Acquisitions by Yodlee Finsoft
Investment portfolio details for Yodlee Finsoft
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Financial Statements - Yodlee Finsoft
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Yodlee Finsoft Comparisons
Peer comparison for Yodlee Finsoft
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Competitors of Yodlee Finsoft
Yodlee Finsoft operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Codat, Banked, Yodlee, Bud and Method, among others.
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Developer of cloud-based financial analysis and forecasting solutions for small and medium businesses
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Open banking APIs for payments and data access are provided.
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Cloud-based data aggregation and analytics for financial institutions are offered.
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Bud Financial is focused on transforming transaction data into actionable insights for financial institutions.
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API-enabled debt repayment tools are provided for financial services.
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open banking API solutions
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Detailed competitors of Yodlee Finsoft
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Latest news on 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 current CEO of Yodlee Finsoft. They have also founded this company.
Annual revenue of Yodlee Finsoft is $6.26K as on Mar 31, 2023.
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.