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Investment Management

Yodlee

Yodlee: Secure account aggregation for smarter wealth management.

"Yodlee provides a comprehensive platform for account aggregation, enabling RIAs to securely connect to and retrieve financial data from various sources. This empowers advisors to gain a holistic view of client assets, streamline reporting, and enhance financial planning capabilities. Firms leverage Yodlee to improve data accuracy, automate workflows, and deliver more personalized client experiences."

Launch Product Page
Consensus Grade
B+
82/100 Confidence
Institutional Verified
Market Position
Ranked #239 in Investment Management
Validated Adoption
18 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Automated data aggregation
Broad financial institution connectivity
Secure data transmission
Data enrichment and normalization
APIs for custom integrations

Primary Use Cases

Client onboarding and data gathering
Portfolio performance reporting
Financial planning and analysis

Agentic Intelligence Briefing

"Yodlee empowers RIAs with a unified view of client financial data through secure and automated aggregation."

Real-time Forensic Synthesis

Competitive Strengths

Broad data coverage for aggregation
Established player with extensive integrations
APIs for customized solutions

Adoption Hazards

Can be expensive for smaller RIAs
Data accuracy issues reported occasionally
Complex implementation for some use cases

Stack Compatibility Profile

How Yodlee integrates into institutional RIA stacks.

18 Firms Analyzed
Nitrogen Wealth
100%
Stack Correlation
Riskalyze Online
89%
Stack Correlation
Elements Financial Planning
89%
Stack Correlation
Advisor Websites (Responsive)
83%
Stack Correlation
Morningstar Office
83%
Stack Correlation
Bloomberg Tax (BNA)
56%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
RIAs of all sizes seeking comprehensive data aggregation solutions
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Plaid
2MX
3Envestnet Yodlee (direct)

Value Proposition

"Yodlee offers robust account aggregation, streamlining data collection and empowering RIAs to provide comprehensive financial insights to their clients."

Audit Your RIA Stack

See how Yodlee fits into your overall tech efficiency score.

Alternative Peer Landscapes

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Andes

Andes: Aligning investments with client risk profiles.

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Apex

Apex: Streamlining Custodial Solutions for Investment Management.

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Aroa

Investment data and analytics for smarter portfolio decisions.

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AssetMark

AssetMark: Integrated platform for RIA growth and client success.

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