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Tech riderRev. 7 Oct 2026

Envestnet | Yodlee

Ch 077.0of 70 Bank Connectivity Software
  1. 1Runs onAPI, Web
  2. 2CostsFree plan
  3. 3Supported data typesaccount details, balances, transactions, holdings, statements, interest details, payment details, coverage, account numbers, account-holder details, payment profiles
  4. 4Connection methodsFastLink, Open Banking, screen scraping, online banking credentials
  5. 5Refresh frequencyreal time
5 lines stated Written from the maker's own pages: yodlee.com, developer.yodlee.com
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The Envestnet | Yodlee homepage

Overview

Envestnet | Yodlee is ranked #7 of 70 in bank connectivity software on Specifiction. It runs on API, Web. There is a free plan.

Envestnet | Yodlee plans and pricing

All plans
Sandbox Free Free after developer account registration · 5 preconfigured users · Sample data only · No live-site linking developer.yodlee.com · 7 Oct 2026

Compared 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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