Case Studies
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SAVVI Financial Case Study
Through the Envestnet | Yodlee Platform API, SAVVI Financial leverages decision analytics to empower consumers to make smarter financial decisions today.
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Curacubby Case Study
Curacubby was able to eliminate outdated payment methods, filing systems, and tracking solutions with Envestnet | Yodlee Aggregation and Account Verification APIs.
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Voatz Case Study
Voatz uses Envestnet | Yodlee’s Aggregation API to aggregate consumer transaction data across accounts in near real-time, thus allowing them to modernize the archaic voting booth experience.
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Xero Case Study
Designed for mobile business, Xero’s online accounting solution for small business allows real-time financial visibility.
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SnapCheck Case Study
SnapCheck uses Envestnet | Yodlee’s Aggregation API to obtain account and transaction information without requiring users to manually upload bank statements.
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Personal Capital Case Study
Personal Capital™ combines digital wealth management tools with sophisticated, objective advice from registered financial advisors to help people manage their money.
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Merchant Cash & Capital Case Study
For nearly a decade, Merchant Cash & Capital, LLC has been an industry leader in providing alternatives to traditional funding sources and an innovator in providing cash advances.
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Kabbage Case Study
Envestnet | Yodlee is the primary financial data source Kabbage uses to review and run financials, in order to evaluate and enable instant underwriting for a line of credit or a financial products.
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IGG Software
The IGG Software team believes that their relationship with Envestnet | Yodlee is a partnership. The Envestnet | Yodlee Aggregation API provides a host of useful tools, references, sample code.
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FormFree Case Study
FormFree Holdings Corporation is a technology provider that specializes in helping financial institutions determine the ability of their customers to pay back loans.
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Track Technologies Case Study
Track Technologies, Inc. is a privately held financial technology startup that is making self-employment a lot less complicated.
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StreetShares Case Study
Founded in 2013, StreetShares™ is a peer-to-peer (P2P) lending marketplace for small business loans.
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Blooom Case Study
Blooom is the first online service developed by a Registered Investment Advisory (RIA) firm dedicated exclusively to helping average Americans improve their 401(k) retirement plans.
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ReadyForZero Case Study
ReadyForZero is a free online and mobile solution that helps consumers understand their personal debt situation, develop a plan to more effectively manage and pay down their debt.
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Moula Case Study
Moula® provides a simple and convenient alternative to traditional lending, targeting small-to-medium sized businesses (SMB) in Australia.
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Financial Institution Case Study
The organization turned to Envestnet | Yodlee APIs and categorization engine to display categorized transactions and help users easily track their spending.
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Investment Management Company Case Study
By leveraging the Envestnet | Yodlee Aggregation API, the company enabled their premium clients to aggregate all of their financial accounts.
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Brokerage Firm Case Study
With Envestnet | Yodlee Account Verification API, this large brokerage firm is able to offer instant funds deposits from qualified bank accounts – a key point of differentiation from other brokerages.
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S&P 500 Investment Firm Case Study
This S&P 500 firm discovered they could leverage the Envestnet | Yodlee Financial Data Platform to gain a more detailed picture of individual investors and businesses to structure offers.
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