Case Studies

  • 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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  • Digital Federal Credit Union

    Digital Federal Credit Union

    Digital Federal Credit Union implemented Envestnet | Yodlee Account Verification to be able to to seamlessly receive loan payments and deposits, from a number of different sources.

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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 Case Study

    Veryfi Case Study

    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 Case Study

    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 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    Curacubby was able to eliminate outdated payment methods, filing systems, and tracking solutions with Envestnet | Yodlee Aggregation and Account Verification APIs.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 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

    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 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 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

    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

    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

    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 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 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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  • Blooom Case Study

    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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  • Financial Institution Case Study

    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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