Case Studies

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 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

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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- Twitter
- Email
- LinkedIn
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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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- Twitter
- Email
- LinkedIn
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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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- Twitter
- Email
- LinkedIn
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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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- Twitter
- Email
- LinkedIn
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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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- Twitter
- Email
- LinkedIn
Read Flipbook
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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- Twitter
- Email
- LinkedIn
Read Flipbook
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Curacubby was able to eliminate outdated payment methods, filing systems, and tracking solutions with Envestnet | Yodlee Aggregation and Account Verification APIs.
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- Twitter
- Email
- LinkedIn
Read Flipbook
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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- Twitter
- Email
- LinkedIn
Read Flipbook
Xero Case Study

Designed for mobile business, Xero’s online accounting solution for small business allows real-time financial visibility.
- Facebook
- Twitter
- Email
- LinkedIn
Read Flipbook
SnapCheck Case Study

SnapCheck uses Envestnet | Yodlee’s Aggregation API to obtain account and transaction information without requiring users to manually upload bank statements.
- Facebook
- Twitter
- Email
- LinkedIn
Read Flipbook
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.
- Facebook
- Twitter
- Email
- LinkedIn
Read Flipbook
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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- Twitter
- Email
- LinkedIn
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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.
- Facebook
- Twitter
- Email
- LinkedIn
Read Flipbook
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.
- Facebook
- Twitter
- Email
- LinkedIn
Read Flipbook
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.
- Facebook
- Twitter
- Email
- LinkedIn
Read Flipbook
Track Technologies Case Study

Track Technologies, Inc. is a privately held financial technology startup that is making self-employment a lot less complicated.
- Facebook
- Twitter
- Email
- LinkedIn
Read Flipbook
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.
- Facebook
- Twitter
- Email
- LinkedIn
Read Flipbook
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.
- Facebook
- Twitter
- Email
- LinkedIn
Read Flipbook
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Case Studies

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.

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.

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.

Domuso

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

Golden

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

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.

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.

SAVVI Financial Case Study

Through the Envestnet | Yodlee Platform API, SAVVI Financial leverages decision analytics to empower consumers to make smarter financial decisions today.

Curacubby Case Study

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

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.

Xero Case Study

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

SnapCheck Case Study

SnapCheck uses Envestnet | Yodlee’s Aggregation API to obtain account and transaction information without requiring users to manually upload bank statements.

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.

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.

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.

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.

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.

Track Technologies Case Study

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

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.

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.