Kubera Case Study

February 28, 2022

Keeping a Real-Time Pulse on Net Worth with Envestnet | Yodlee Account Aggregation API

The Challenge:
Kubera’s mission was to create a solution that would make it easy for users to connect and track multi-currency bank and brokerage accounts via account aggregation. Yet early on, Kubera found that keeping up with a multitude of institutions and their API changes was a daunting task for a startup. After facing challenges such as limited institutional coverage and dropped data connections to institutions, the company decided to partner with a high-quality financial data aggregator. When researching aggregators, they saw the startup friendly pricing and extensive financial institution coverage from Envestnet® | Yodlee®, and reached out to learn more.

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