Yodlee

Redwood City, United States Founded: 1999 • Age: 27 yrs Acquired By STG
Cloud-based data aggregation and analytics for financial institutions are offered.
Annual revenue $40.9M Latest available
Total funding $84.3M 4 rounds
Employees 1 Tracked headcount
Investors 14 Known backers
Products 3 Services tracked
Competitors 9 Brand Intelligence

About Yodlee

Yodlee is a company based in Redwood City (United States) founded in 1999 was acquired by STG in June 2025. Yodlee has raised $84.31 million across 4 funding rounds from investors including Bank of America, Accel and STG. The company has 1 employees as of April 08, 2024. Yodlee has completed 2 acquisitions, including Abe AI and FinBit. Yodlee offers products and services including Data Aggregation, Account Verification, and Transaction Data Enrichment. Yodlee operates in a competitive market with competitors including PayPal, Snowflake, Alteryx, Synchrony and AlphaSense, among others.

  • Headquarter Redwood City, United States
  • Employees 1 as on 08 Apr, 2024
  • Stage Public
  • Sectors
    Technology
    Financial Services
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
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  • Legal Name Yodlee Infotech Private Limited
  • Date of Incorporation 25 Jul, 2000
  • Jurisdiction Bangalore North, Karnataka, India
Operational Areas
Technology → Enterprise Software & Productivity Solutions Unlock Sub-Sector Unlock Segment
Financial Services → FinTech & Digital Finance Unlock Sub-Sector Unlock Segment
Technology → Cloud, Data & Analytics Infrastructure Unlock Sub-Sector Unlock Segment
Technology → Cloud, Data & Analytics Infrastructure Unlock Sub-Sector Unlock Segment
Technology → Cloud, Data & Analytics Infrastructure Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $40.87 M (USD)
    -20.46
    as on Mar 31, 2023
  • Net Profit
    $3 M (USD)
    -38.25
    as on Mar 31, 2023
  • EBITDA
    -$6.24 M (USD)
    -187.1
    as on Mar 31, 2023
  • Total Equity Funding
    $84.31 M (USD)

    in 4 rounds

  • Latest Funding Round
    $8.31 M (USD), Series D

    May 08, 2012

  • Investors
  • Employee Count
    1

    as on Apr 08, 2024

  • Investments & Acquisitions
    Abe AI

    & 1 more

  • Acquired by
    STG

    & 1 more

    (Jun 25, 2025)

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Products & Services of Yodlee

Yodlee offers a comprehensive portfolio of products and services, including Data Aggregation, Account Verification, and Transaction Data Enrichment.

Product name locked
Category locked
Primary

Connects institutions to comprehensive financial data for FinTech applications.

Product name locked
Category locked
Locked

Provides secure verification of bank accounts to reduce risk.

Product name locked
Category locked
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Extracts insights from transactions for customer interactions.

People of Yodlee

Headcount 1000-5000
Employee Profiles 579
Employee Profiles
People
Don Frerichs
Sr. VP Investment Management
People
Tyler Vonhummel
HNW Programs Director
People
Madison Sherman
Lead Investment Data Specialist
People
Heather Davidson
Head Of HR Technology & Analytics

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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.

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.

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Venture Fund
Institutional
Angel
Investor Description Founded Year Domain Location
Accel is recognized as a leading venture capital firm.
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Growth in technology companies is supported through venture capital.
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Multi-stage private equity investments are pursued across diverse sectors.
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Investor details for Yodlee

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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.

Investments
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Investment portfolio details for Yodlee

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Acquisitions
Company Name Description Domain Location Founded Year Amount
Financial data aggregation and analysis APIs are provided to institutions.
Locked Locked 2017 Locked
Customer service is delivered via AI chatbot for financial institutions.
Locked Locked 2016 Locked
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Complete acquisition details for Yodlee

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Financial Statements - Yodlee

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Detailed financials for Yodlee

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Yodlee Comparisons

Yodlee Primary company
Description
Cloud-based data aggregation and analytics for financial ins...
Location
Redwood City, United States
Founded Year
1999
Annual Revenue
$40.87 M (USD)
Net Profit
$3 M (USD)
EBITDA
-$6.24 M (USD)
Employees
1
As of 2024
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Peer comparison for Yodlee

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Competitors of Yodlee

Yodlee 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 PayPal, Snowflake, Alteryx, Synchrony and AlphaSense, among others.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Online payment solutions are offered to consumers and businesses.
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Cloud-based big data warehouse for enterprise data management is provided.
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Cloud-based data analytics solutions are delivered for insight generation.
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Synchrony is engaged in providing credit cards and banking services.
Locked Locked Locked
AI-powered market intelligence and search platform is operated.
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Hybrid cloud infrastructure solutions are delivered for business management.
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Detailed competitors of Yodlee

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Latest news on Yodlee

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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 current CEO of Yodlee.

Yodlee is a funded company, having raised a total of $84.31M across 4 funding rounds to date.

As of Apr 08, 2024, the latest employee count at Yodlee is 1.

Annual revenue of Yodlee is $40.87M as on Mar 31, 2023.

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's top competitors include Snowflake, Synchrony and Oracle.

Yodlee offers Data Aggregation, Account Verification, and Transaction Data Enrichment.

Yodlee has made 2 acquisitions, including Abe AI, and FinBit.

Yodlee has 14 investors. Key investors include Bank of America, Accel, STG, Warburg Pincus, and MP3.com.

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