Case Studies

  • FinGoal


    FinGoal uses Envestnet | Yodlee to aggregate enriched, comprehensive transaction data, enabling them to deliver hyper-personalized financial recommendations to users.

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  • PayPal


    PayPal uses Envestnet | Yodlee's Platform API to leverage the financial data needed to validate bank accounts and account balances in real-time and reduce risk.

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  • Betterfin


    Betterfin uses the real-time data accessed through the Envestnet | Yodlee API to connect small business owners to the capital they need to succeed.

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  • Rocket Dollar

    Rocket Dollar

    Rocket Dollar uses the Envestnet | Yodlee Platform API to provide its customers with a one-stop-shop for accessing their unconventional retirement portfolios.

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  • Status Money

    Status Money

    Using the Envestnet | Yodlee Financial Platform API, Status Money enables consumers to track their finances and compare them to their peers, national averages, and custom groups.

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  • Domuso


    For their certified online payments solution, Domuso uses the Envestnet | Yodlee Financial Data API to verify account data and certify funds digitally.

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  • Golden


    Find out how Golden uses the Envestnet | Yodlee Platform API to provide the tools and resources needed for improving senior citizens’ financial health.

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  • Finvoice


    Finvoice turned to Envestnet | Yodlee® to gain access to the user-permission financial data they needed to automate lending operations, expedite underwriting, and help weed out fraudulent borrowers.

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  • Veryfi


    Veryfi was able to seamlessly connect to banking data, gain unique insights about their customer base, and benefit from the reliability, coverage, and support of Envestnet | Yodlee data.

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  • SAVVI Financial

    SAVVI Financial

    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


    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


    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


    Designed for mobile business, Xero’s online accounting solution for small business allows real-time financial visibility.

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  • SnapCheck


    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

    Personal Capital

    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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  • Kabbage


    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

    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


    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

    Track Technologies

    Track Technologies, Inc. is a privately held financial technology startup that is making self-employment a lot less complicated.

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  • Blooom


    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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