About Yodlee
Yodlee is a Technology company based in Redwood City (United States) founded in 1999, and was acquired by STG in June 2025. Cloud-based data aggregation and analytics for financial institutions are offered. It operates in the Technology and Financial Services sectors. Yodlee has raised $84.31 million across 4 funding rounds from investors including Bank of America, Accel and STG. The company has 1 employees. Yodlee has completed 2 acquisitions, including Abe AI and FinBit. Its chief executive, as recorded, is Stuart DePina. Its website yodlee.com draws about 1.5 million monthly visits. Its Indian entity Yodlee Infotech Private Limited reported revenue of ₹9.03 Cr. Yodlee offers products and services including Data Aggregation, Account Verification, and Transaction Data Enrichment. Its focus areas include Enterprise Applications, Data as a Service, Business and Company Financials. Its competitors include PayPal, Snowflake and Alteryx; 3 of its 3 listed competitors have raised funding.
Company details
Yodlee was founded in 1999 and is headquartered in Redwood City, United States. Operations focus on the financial technology sector, where a cloud-based platform is provided for decision support and analytics. Data from various sources is aggregated to enable predictive modeling. Services include financial account aggregation, verification processes, conversational AI for banking, and personal finance management tools.
- Headquarters Redwood City, United States
- Employees 1
- Stage Acquired
- SectorsTechnologyFinancial Services
- Website category Finance · Banking Credit and Lending
- Email••••••••
- Phone•••• ••••
- Website yodlee.com
- Social LinkedIn X Facebook YouTube
- Acquired by Envestnet (Aug 2015)
- Legal Name Yodlee Infotech Private Limited
- Date of Incorporation 25 Jul, 2000
- Jurisdiction Bangalore, Karnataka, India
- Indian entity revenue₹9.03 Cr
FY 2024 · -97% YoY
- Indian entity net profit₹2.96 Cr
FY 2024 · 33% margin
- Indian entity EBITDA₹4.65 Cr
FY 2024 · 52% margin
- Total Equity Funding$84.31M (USD)
in 4 rounds
- Latest Funding Round$8.31M (USD), Series D
May 2012
- InvestorsBank of America
& 13 more
- Employee Count1
- Investments & AcquisitionsAbe AI
& 1 more
- Acquired by
Associated legal entities of Yodlee
Yodlee is associated with 2 registered companies on The Company Check; the primary company is Yodlee Infotech Private Limited. Each company page carries the filings, financials, charges and directors of that entity.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2024) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Yodlee Infotech Private Limited CIN U72200KA2000PTC027511 | Active | 25 Jul 2000 | Bangalore, Karnataka | ₹9.0 Cr | 1 | 2 | View details |
| Yodlee Finsoft Private Limited CIN U74999KA2018PTC109580 | Active | 16 Jan 2018 | Bangalore, Karnataka | ₹0.1 Cr | 5 | View details |
Products & Services of Yodlee
Yodlee offers a comprehensive portfolio of products and services, including Data Aggregation, Account Verification, and Transaction Data Enrichment.
Connects institutions to comprehensive financial data for FinTech applications.
Provides secure verification of bank accounts to reduce risk.
Extracts insights from transactions for customer interactions.
Apps and channels of Yodlee
its YouTube channel Yodlee has 785 subscribers and 30 videos.
Videos from Yodlee
The most watched videos on Yodlee's YouTube channel, Yodlee (785 subscribers). Click a video to play it here.
More on Yodlee.
Funding Insights of Yodlee
Yodlee has successfully raised a total of $84.31M across 4 strategic funding rounds. The most recent funding activity was a Series D round of $8.31 million completed in May 2012. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $84.31M
- Total Rounds 4
- Last Round Series D — $8.31M
- First Round $17M
(Oct 1999)
- Investors Count 12
All 4 funding rounds of Yodlee with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May 2012 | $8.31M | Series D | – | – | – |
| Jun 2008 | $35M | Series D | – | Bank of America | |
| Sep 2002 | $24M | Series C | – | Warburg Pincus | |
| Oct 1999 | $17M | Series B | – | Sequoia Capital, Accel |
14 investors in total: 11 institutional and 3 angel.
Investors in Yodlee
Yodlee has secured backing from 14 investors, including institutional, venture fund, and angel investors. Prominent investors backing the company include Bank of America, Accel and STG.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Accel is recognized as a leading venture capital firm. | 1983 | accel.com | Palo Alto, United States | |
Growth in technology companies is supported through venture capital. | ivp.com | Menlo Park, United States | ||
Multi-stage private equity investments are pursued across diverse sectors. | 1966 | warburgpincus.com | New York, United States | |
Sequoia Capital is engaged in venture capital investments. | 1972 | sequoiacap.com | ||
A private equity firm focused on mid-market software leaders. | 1990 | stg.com | Menlo Park, United States | |
Commercial banking and asset management services are offered worldwide. | 1904 | bankofamerica.com | Charlotte, United States | |
Online lending and savings products are provided by E-LOAN. | 1997 | eloan.com | Rosemont, United States | |
Online music streaming platform for indie artists | 1997 | mp3.com | San Francisco, United States | |
| foundrynetworks.com | ||||
Offers mobile plans, business internet, and security services for corporate needs. | 1987 | uu.net | Ashburn, United States |
Investor details for Yodlee
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Verified entity values are shown only after access is granted.
Board of directors of Yodlee Infotech Private Limited (Yodlee)
Yodlee Infotech Private Limited is the primary company behind Yodlee. The boards of the 2 registered companies of Yodlee currently have 5 directors; the longest-serving is Rajesh Sreenivasan, appointed in 2018. 18 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 | 26 Aug 2025 | 1 yr 2 mo | Yodlee Infotech Private Limited, Yodlee Finsoft Private Limited |
| Muthukrishna Rajakumar Sripriya DIN 07784855 | Additional Director | 26 Aug 2025 | 1 yr 2 mo | Yodlee Infotech Private Limited, Yodlee Finsoft Private Limited |
People of Yodlee
580 people are tracked at Yodlee (243 in leadership, 337 in team); the tracked headcount is 1.
| Name | Role | Group |
|---|---|---|
Stuart DePina | CEO & President | Leadership |
Don Frerichs | Sr. VP Investment Management | Leadership |
Tyler Vonhummel | HNW Programs Director | Leadership |
Heather Davidson | Head Of HR Technology & Analytics | Leadership |
Rachel Rose | Marketing Director, Demand Generation | Leadership |
Denise V. | Cleint Service Director | Leadership |
Shelly O’Brien | Chief Legal Officer, General Counsel, and Corporate Secretary | Leadership |
Philip Gray | Director, Key Accounts | Leadership |
Arvind Prashad | Director Of Application Engineering Support | Leadership |
Sandeep Sisodia | Head Of Ump-trading Engineering | Leadership |
Bob Riggs | Regional Director, Advisor Sales & Wealth Consulting At Envestnet, Inc | Leadership |
Donna N Peeples | Chief Relationship Officer | Leadership |
Stephanie Bream | Head Of Trading Services | Leadership |
Josh Warren | Chief Financial Officer | Leadership |
Brooks Friederich | Principal Director, Investment Solutions Strategy | Leadership |
Anand Jayaram | Vice President | Leadership |
Avinash Ramadas | Director US Head - Envestnet Retirement Tech Services | Leadership |
Praveen Manikantan | Head Of Business System Analysis Group | Leadership |
Manish Shrestha | Senior Director, Solutions Architecture | Leadership |
Eric Jones | Senior Vice President, Corporate Communications | Leadership |
560 more people are available in the full profile.
Complete people profiles for Yodlee
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Financials of Yodlee
Figures of Yodlee Infotech Private Limited, the primary company behind Yodlee, for FY 2024. Revenue was ₹9.03 Cr (-97% year on year). Net profit was ₹2.96 Cr (33% margin). EBITDA was ₹4.65 Cr (52% margin).
- ₹9.03 CrRevenue · FY 2024 · -97% YoY
- ₹2.96 CrNet profit · 33% margin
- ₹4.65 CrEBITDA · 52% margin
- ₹34 LakhPaid-up capital
- 1Employees (provident fund records)
Balance sheet, profit and loss, cash flow and ratios of Yodlee Infotech Private Limited are on its company page.
Detailed financial statements for Yodlee
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Investments & Acquisitions by Yodlee
Yodlee has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Abe AI and FinBit.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Financial data aggregation and analysis APIs are provided to institutions. | finbit.io | Bengaluru, India | 2017 | Feb 2020 | •••• | |
Customer service is delivered via AI chatbot for financial institutions. | abe.ai | New York, United States | 2016 | Jan 2019 | •••• |
Complete acquisition details for Yodlee
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Timeline of Yodlee
8 dated milestones of Yodlee across 26 years, from founding to its latest funding, stage changes and deals.
Competitors of Yodlee
Yodlee has 3 listed competitors in our database, 3 of them funded. They include PayPal, Snowflake and Alteryx.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| paypal.com | 1998 | San Jose, United States | $216M | 27,200 | Online payment solutions are offered to consumers and businesses. | |
| snowflake.com | 2012 | Bozeman, United States | $1.46B | 7,004 | Cloud-based big data warehouse for enterprise data management is provided. | |
| alteryx.com | 1997 | Irvine, United States | $163M | 1,544 | Cloud-based data analytics solutions are delivered for insight generation. |
Detailed competitors of Yodlee
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Web traffic of Yodlee
The website of Yodlee (yodlee.com) receives about 1.5M visits a month and ranks #40,063 among all websites worldwide, #2,548 in Banking Credit and Lending.
- Monthly visits1.5M
▲ 13.2% vs previous month
- Unique visitors904.4K
per month
- Global rank#40,063
among all websites
- Category rank#2,548
Finance · Banking Credit and Lending
- Bounce rate72%
- Pages per visit2.9
- Average visit2 min 13 sec
- DevicesDesktop 51% · Mobile 49%
Websites whose visitors overlap most with Yodlee. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| geezeo.com | 100% | 1.4K | #13,184,126 | View details | |
| everbank.com | 99% | 1.2M | #37,871 | View details | |
| axosbank.com | 99% | 1.5M | #38,095 | View details | |
| marcus.com | 98% | 5.1M | #12,048 | View details | |
| td.com | 97% | 43.2M | #717 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Yodlee
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Top companies in GRC, Risk & Compliance Software
3 companies that operate in the same segment as Yodlee (GRC, Risk & Compliance Software) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Platform that provides data analysis and management solutions | 2003 | Denver, Colorado, United States | USD 2.46 B | USD 2.87 B | 5,915 | |
Cybersecurity and zero trust solutions are delivered for secure networks. | 2007 | San Jose, California, United States | USD 148 M | USD 3.35 B | 9,616 | |
Identity and access management solutions are provided for developers. | 2013 | Bellevue, Washington, United States | USD 332.75 M | 350 |
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Related news about Yodlee
Complete news archive for Yodlee
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Frequently Asked Questions about Yodlee
Yodlee was founded in 1999.
Yodlee is headquartered in Redwood City, United States. It is registered at Redwood City, California, United States.
Stuart DePina is the CEO of Yodlee, as recorded in our data.
Yodlee is a funded company, having raised a total of $84.31M across 4 funding rounds to date. The company's 1st funding round was a Series B of $17M, raised on Oct 1999.
Yodlee has 1 employees.
The primary company behind Yodlee, Yodlee Infotech Private Limited, reported revenue of ₹9.03 Cr for FY 2024, down 97% year on year.
Yodlee was founded in 1999 and is headquartered in Redwood City, United States. Operations focus on the financial technology sector, where a cloud-based platform is provided for decision support and analytics. Data from various sources is aggregated to enable predictive modeling. Services include financial account aggregation, verification processes, conversational AI for banking, and personal finance management tools.
Yodlee offers Data Aggregation, Account Verification, and Transaction Data Enrichment.
Yodlee has 14 investors. Key investors include Bank of America, Accel, STG, Warburg Pincus, and MP3.com.
Yodlee is associated with 2 legal entities: Yodlee Infotech Private Limited, Yodlee Finsoft Private Limited.