Envestnet | Yodlee
- Android app
- Not listed
- Free plan
- Yes
- Runs on
- api, Web
Summary
Envestnet | Yodlee provides financial data aggregation through an API for personal finance management, lending, wealth management, and other financial applications. Developers can search financial institutions, add or update accounts, retrieve aggregated data, and receive change notifications. Account data can include balances, transactions, expense categories, and information from bank, credit card, and investment accounts. FastLink is an embeddable browser tool for account linking with managed authentication. Transaction enrichment adds descriptions, merchant names, categories, and geolocation. Developers can request refresh while a user waits or use daily background refreshes and webhook notifications; the platform also supports real-time refresh. For supported institutions, OAuth connections use user consent. A free Sandbox requires developer registration and provides sample data for five preconfigured users; it does not allow live-site linking or additional sandbox users. Yodlee says it aggregates data from more than 19,000 sources across accounts and loans, and also cites more than 17,000 financial sources. Pricing for live access is on request.
Who it is for
Yodlee is aimed at financial institutions, banks, technology companies, and developers building applications that use personal financial data. Its free Sandbox can suit developers who want to work with sample data before seeking live access.
What is good
- API supports account search, updates, and data retrieval
- FastLink provides browser-based account linking
- Offers real-time refresh and webhook notifications
- Transaction enrichment adds merchant and location details
What to know first
- Sandbox provides sample data only, not live-site linking
- Sandbox is limited to five preconfigured users
- Live-data pricing is available on request
Verdict
Yodlee offers account aggregation, linking, enrichment, and refresh options for financial applications. The free Sandbox is restricted to sample data, while live access and pricing require contacting the provider.
Envestnet | Yodlee plans and pricing
All plansCompared on bank connectivity software
- Free plan
- Yesyodlee.com
- Supported data types
- account details, balances, transactions, holdings, statements, interest details, payment details, coverage, account numbers, account-holder details, payment profilesyodlee.com
- Connection methods
- FastLink, Open Banking, screen scraping, online banking credentialsyodlee.com
- Refresh frequency
- real_timeyodlee.com
Facts
- Product
- Yodlee provides financial data aggregation for personal finance management, lending, and wealth management use cases.yodlee.com · 7 Oct 2026
- Data sources
- The product page says Yodlee aggregates data from more than 19,000 sources across accounts and loans.yodlee.com · 7 Oct 2026
- API
- Yodlee's core API supports searching financial institutions, adding and updating accounts, retrieving aggregated data, and receiving data change notifications.developer.yodlee.com · 7 Oct 2026
- Account data
- Account aggregation can consolidate balances, transactions, expense categories, and information from bank, credit card, and investment accounts through one API.developer.yodlee.com · 7 Oct 2026
- Account linking
- FastLink is an embeddable tool that helps end users link accounts and provides a managed account authentication experience.developer.yodlee.com · 7 Oct 2026
- Enrichment
- Transaction Data Enrichment adds descriptions, merchant names, categories, and geolocation to financial transaction data.developer.yodlee.com · 7 Oct 2026
- Refresh
- Yodlee supports instant refresh while a user waits and daily background refresh, with data update notifications available through webhooks.developer.yodlee.com · 7 Oct 2026
- Sandbox
- A free sandbox is available after developer registration and includes five preconfigured users with sample data; registering new users in the sandbox is not supported.developer.yodlee.com · 7 Oct 2026
- Security
- Yodlee says stored credentials are hardware encrypted using FIPS 140-2 Level 2 HSM and that customers can delete user or provider-account data through an API.developer.yodlee.com · 7 Oct 2026
- Compliance
- Yodlee says it undergoes an annual SOC 2 Type 2 assessment and is PCI-DSS 4.0.1 certified as a Level One Service Provider.toolkits.yodlee.com · 7 Oct 2026
- Customers
- Yodlee describes its financial data aggregation solutions as serving financial institutions, global banks, and technology companies.yodlee.com · 7 Oct 2026
- Pricing
- The product page directs prospective customers to request a demo and does not display a price.yodlee.com · 7 Oct 2026
- Purpose
- Yodlee’s RESTful API gives developers access to personal financial data for financial management applications.developer.yodlee.com · 7 Oct 2026
- Data coverage
- Yodlee says its platform aggregates data from more than 17,000 financial sources.yodlee.com · 7 Oct 2026
- FastLink
- FastLink is an embeddable tool that helps end users link financial accounts through a browser.developer.yodlee.com · 7 Oct 2026
- Transaction enrichment
- Yodlee transaction enrichment adds descriptions, merchant names, categories, and geolocation to financial transaction data.developer.yodlee.com · 7 Oct 2026
- Refresh options
- Developers can request real-time access while a user waits or use ongoing daily refreshes and webhook notifications.developer.yodlee.com · 7 Oct 2026
- Open Banking
- For supported institutions, Yodlee supports OAuth-based account connections with user consent to share data.developer.yodlee.com · 7 Oct 2026
- Sensitive data access
- Access to full account numbers and other sensitive account profile data requires Yodlee Security Office approval.developer.yodlee.com · 7 Oct 2026
- Data limits
- Yodlee can aggregate up to 365 days of bank and card transactions, depending on availability at the data source.developer.yodlee.com · 7 Oct 2026
- Intended users
- Yodlee describes its aggregation capabilities for financial institutions, global banks, technology companies, and developers building financial applications.yodlee.com · 7 Oct 2026
- Pricing and sales
- The developer portal describes free Sandbox access and directs customers to contact Yodlee sales for live data-source access beyond its listed coverage.developer.yodlee.com · 7 Oct 2026
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Sources
- yodlee.com/products/financial-data-platform-api/da· checked 7 Oct 2026
- developer.yodlee.com/resources/yodlee/yodlee-api-overview/do· checked 7 Oct 2026
- developer.yodlee.com/products/yodlee/account-aggregation/doc· checked 7 Oct 2026
- developer.yodlee.com/resources/yodlee/additional-documentati· checked 7 Oct 2026
- developer.yodlee.com/resources/yodlee/faqs/docs/data_aggrega· checked 7 Oct 2026
- developer.yodlee.com/resources/yodlee/faqs/docs/security· checked 7 Oct 2026
- toolkits.yodlee.com/sites/default/files/2025-08/Yodlee-Secu· checked 7 Oct 2026
- developer.yodlee.com/products/yodlee/us-open-banking/docs· checked 7 Oct 2026
- developer.yodlee.com/resources/yodlee/faqs/docs/data_and_doc· checked 7 Oct 2026
- developer.yodlee.com/resources/yodlee/faqs/docs/building_tes· checked 7 Oct 2026