Case Studies

  • Finder


    Finder was created to help people make better financial decisions by making financial comparison easy for consumers.

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  • 86 400

    86 400

    86 400 is Australia’s first smartbank, built for smartphones. It tells customers what’s actually going on with their money, and uses smart technology to surface the most relevant information about spe

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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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  • 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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  • 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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