List of Envestnet Yodlee Analytics Customers
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United States
Since 2010, our global team of researchers has been studying Envestnet Yodlee Analytics customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Envestnet Yodlee Analytics for Analytics and BI from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Envestnet Yodlee Analytics for Analytics and BI include: Point72, a United States based Banking and Financial Services organisation with 2800 employees and revenues of $1.00 billion, FinGoal, a United States based Banking and Financial Services organisation with 12 employees and revenues of $6.0 million, Raiz Invest, a Australia based Banking and Financial Services organisation with 30 employees and revenues of $3.0 million and many others.
Contact us if you need a completed and verified list of companies using Envestnet Yodlee Analytics, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Envestnet Yodlee Analytics customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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FinGoal | Banking and Financial Services | 12 | $6M | United States | Yodlee | Envestnet Yodlee Analytics | Analytics and BI | 2021 | n/a |
In 2021, FinGoal implemented Envestnet Yodlee Analytics, deploying Envestnet Yodlee Analytics as an Analytics and BI capability to ingest aggregated account data and power transaction intelligence for banks and fintechs in the United States. The project was announced as a partnership with Envestnet | Yodlee via Finovate and related partner materials, and the integration went into production around 2022 to support personalized offers and simplified aggregator switching for clients.
The implementation focused on aggregation and enrichment modules, including transaction normalization, categorization, enrichment pipelines and a recommendations engine that surfaces personalized transaction insights and product offers. Configuration work emphasized data quality, mapping rules and rule based decisioning for offer eligibility, plus visualization components for client facing dashboards and reporting.
Architecturally the deployment leverages Envestnet | Yodlee aggregation and enrichment APIs to centralize account data ingestion and normalization in a cloud oriented analytics layer, with Envestnet Yodlee Analytics providing the BI and insight surface. Integration points center on the Yodlee aggregation services and enrichment outputs, which feed FinGoal analytics workflows and embedded dashboards used by partner banks and fintech customers.
Governance and rollout were coordinated through the announced partnership channels and partner materials, with phased production onboarding of finance and retail banking clients in the United States. The live implementation enabled personalized offers and easier aggregator switching for client organizations, reflecting a shift in product recommendation and client onboarding workflows driven by analytics and enrichment results.
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Point72 | Banking and Financial Services | 2800 | $1.0B | United States | Yodlee | Envestnet Yodlee Analytics | Analytics and BI | 2015 | n/a |
In 2015, Point72 implemented Envestnet Yodlee Analytics to access deidentified consumer spending datasets in the United States. Envestnet Yodlee Analytics, classified in the Analytics and BI category, was provisioned to support investment research and consumer trend analysis for Point72 research teams.
The implementation centered on subscription access to deidentified transaction level and aggregated spending datasets, with ingestion pipelines and standardized taxonomies to enable temporal and category level analytics. Functional capabilities used included cohort segmentation, spend aggregation, time series trend detection, and dashboarding to surface signals for investment research workflows and analyst modeling.
Commercial and operational rollout was managed as a subscription based service, and reporting from 2015 notes these types of finance and investment research subscriptions were sold as multi million dollar annual analytics and data subscriptions. Usage and access were governed by data access agreements and deidentified data controls, while the operational scope remained focused on Point72s United States investment research function that used Envestnet Yodlee Analytics to spot consumer spending trends.
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Raiz Invest | Banking and Financial Services | 30 | $3M | Australia | Yodlee | Envestnet Yodlee Analytics | Analytics and BI | 2016 | n/a |
In 2016 Raiz Invest began using Envestnet | Yodlee transactional and aggregation services to power its Round Ups micro investing feature and to enable automated account linking for customers in Australia. The firm deployed Envestnet Yodlee Analytics as its Analytics and BI application to ingest real time transaction feeds and drive the automated rounding logic that funds micro investments.
The implementation centered on transactional aggregation and continuous feed ingestion, combined with account linking workflows and analytics pipelines. Envestnet Yodlee Analytics was configured to normalize transaction records, maintain event driven transaction feeds, and surface the transactional signals required to calculate and execute automatic micro investing rounds.
Operational coverage focused on finance and wealth operations tied to customer onboarding and ongoing account maintenance in the Australian market. The engagement delivered faster, digitally savvy onboarding and real time transaction feeds to fuel automatic micro investing rounds, with configuration and workflow changes embedded in the customer onboarding and account linking processes.
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Buyer Intent: Companies Evaluating Envestnet Yodlee Analytics
- Mastercard, a United States based Banking and Financial Services organization with 35300 Employees
- Farmers National Bank of Canfield, a United States based Banking and Financial Services company with 682 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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