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. Created by financial advisors, blooom combines an algorithm-based technology with a financial planner.
Most Recent Flipbooks
iBill Case Study
Authenticating and Streamlining Bill Management and Payments with Envestnet | Yodlee Data Aggregation.
Raiz Invest Case Study
Raiz relies on Envestnet | Yodlee transactional data to fuel their Round-Ups feature, which rounds up each purchase to the next dollar. Read about the full solution.
Kubera Case Study
The Envestnet | Yodlee Solution Keeping a Real-Time Pulse on Net Worth with Envestnet | Yodlee Account Aggregation API
GrailPay Case Study
After comparing financial data aggregators, GrailPay chose to partner with Envestnet® | Yodlee®. “We went with Envestnet | Yodlee for a couple of reasons,” says Messina.” First was quality of service.
FinGoal and Constellation Case Study
Envestnet | Yodlee is Partnering with FinGoal to Standardize Data Aggregation for FinTech Solutions in a Digital Credit Union Marketplace. Read more about the main challenge and our solution.
Moneysoft was created to help Australians manage their cash flow and net worth, and take control of their financial wellbeing.
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.
Through the Envestnet | Yodlee Platform API, SAVVI Financial leverages decision analytics to empower consumers to make smarter financial decisions today.
Tic:Toc’s proprietary technology has enabled a world-first: a low-cost home loan that can be delivered to customers – with a contract – in less than 58 minutes after starting the loan application.
Myaccountant is a Melbourne-based technology startup focused on providing a simple, accessible, and affordable financial management solution for Australia’s micro-businesses and gig-economy operators
AAkonsult is a consultancy and development company specialising in Salesforce CRM and Force.com applications.
Banjo is an online lender providing secured and unsecured loans to small businesses, many of which have no lending product other than a credit card.
Tiller Money makes it easy for consumers to manage their money by providing their financial life in a spreadsheet.
Bookipi creates innovative applications that solve finance-related problems for individuals and small businesses.
Frollo is a purpose driven FinTech from Sydney, Australia, on a quest to help people feel good about money.
Reckon is an Australian software company that provides easy to use, affordable accounting and payroll software for small- to medium-sized businesses.
Finder was created to help people make better financial decisions by making financial comparison easy for consumers.
FinGoal uses Envestnet | Yodlee to aggregate enriched, comprehensive transaction data, enabling them to deliver hyper-personalized financial recommendations to users.
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.
Betterfin uses the real-time data accessed through the Envestnet | Yodlee API to connect small business owners to the capital they need to succeed.