Altaroc
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Envestnet Yodlee
Manager
Fund |
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Co-invested company
sector
Technology / Software
regional split
North America
vintage
status
Portfolio
category
Strong growth
STG Fund VII
STG

Envestnet Yodlee

Co-invested company
A global platform for aggregating and analyzing financial data for open finance.
Envestnet Yodlee is an American company specializing in secure financial data aggregation, enabling banks, fintech companies, and wealth managers to consolidate and leverage customer information from multiple accounts and sources.

Envestnet Yodlee Key Figures

601M
connected consumer accounts
25
years of experience
14
of the 20 largest U.S. financial institutions that are clients
+ 19 000
different data sources
Data as at
25/3/26
*Source: Public data from companies’ websites and social media accounts. For more up-to-date information, we invite our investors to view the report made available on their space.

The fpci The Altaroc Odyssey private equity fund is no longer accepting new investments.

About Envestnet Yodlee

Founded in 1999, Yodlee is one of the world's pioneers in open finance and financial data aggregation. Its technology consolidates information from bank accounts, credit cards, investments, and other sources to provide unified views of financial data, drive innovation, and power personalization, analytics, and financial management solutions.

The platform is used by banks, wealth managers, lenders, and technology companies to enrich digital financial experiences, increase customer engagement, and facilitate decision-making based on consolidated data.

In the same sector as Envestnet Yodlee

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