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
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Sectors
TechnologyFinancial 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 Infotech Private Limited
- Date of Incorporation 25 Jul, 2000
- Jurisdiction Bangalore North, Karnataka, India
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Annual Revenue
$40.87 M (USD)-20.46as on Mar 31, 2023
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Net Profit
$3 M (USD)-38.25as on Mar 31, 2023
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EBITDA
$-6.24 M (USD)-187.1as on Mar 31, 2023
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Total Equity Funding
$84.31 M (USD)
in 4 rounds
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Latest Funding Round
$8.31 M (USD), Series D
May 08, 2012
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Investors
Bank of America
& 13 more
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Employee Count
1
as on Apr 08, 2024
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Investments & Acquisitions
Abe AI
& 1 more
- Acquired by
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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.
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Software Development Team
147 people
Leadership Team
105 people
Product Management Team
88 people
Senior Team
48 people
Data Analysis and Operations Team
34 people
Lead Team
29 people
Sales and Marketing
24 people
Operations Team
17 people
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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.
- Total Funding Total Funding
- Total Rounds 4
- Last Round Series D — $8.3M
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First Round
First Round
(27 Oct 1999)
- Investors Count 12
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May, 2012 | Amount | Series D - Yodlee | Valuation |
investors |
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| Jun, 2008 | Amount | Series D - Yodlee | Valuation | Bank of America | |
| Sep, 2002 | Amount | Series C - Yodlee | Valuation | Warburg Pincus |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Accel is recognized as a leading venture capital firm.
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Founded Year | Domain | Location | |
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Growth in technology companies is supported through venture capital.
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Founded Year | Domain | Location | |
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Multi-stage private equity investments are pursued across diverse sectors.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Yodlee
Yodlee has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Abe AI and FinBit. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Financial data aggregation and analysis APIs are provided to institutions.
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2017 | ||||
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Customer service is delivered via AI chatbot for financial institutions.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Yodlee
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Yodlee Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Online payment solutions are offered to consumers and businesses.
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| domain | founded_year | HQ Location |
Cloud-based big data warehouse for enterprise data management is provided.
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| domain | founded_year | HQ Location |
Cloud-based data analytics solutions are delivered for insight generation.
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| domain | founded_year | HQ Location |
Synchrony is engaged in providing credit cards and banking services.
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| domain | founded_year | HQ Location |
AI-powered market intelligence and search platform is operated.
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| domain | founded_year | HQ Location |
Hybrid cloud infrastructure solutions are delivered for business management.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Yodlee
Frequently Asked Questions about Yodlee
When was Yodlee founded?
Yodlee was founded in 1999.
Where is Yodlee located?
Yodlee is headquartered in Redwood City, United States. It is registered at Redwood City, California, United States.
Who is the current CEO of Yodlee?
Stuart DePina is the current CEO of Yodlee.
Is Yodlee a funded company?
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 C of $24M, raised on Oct 27, 1999.
How many employees does Yodlee have?
As of Apr 08, 2024, the latest employee count at Yodlee is 1.
What is the annual revenue of Yodlee?
Annual revenue of Yodlee is $40.87M as on Mar 31, 2023.
What does Yodlee do?
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.
Who are the top competitors of Yodlee?
What products or services does Yodlee offer?
Yodlee offers Data Aggregation, Account Verification, and Transaction Data Enrichment.
How many acquisitions has Yodlee made?
Who are Yodlee's investors?
Yodlee has 14 investors. Key investors include Bank of America, Accel, STG, Warburg Pincus, and MP3.com.
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