Envestnet Yodlee Overview

  • Founded
  • 1999
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 334
Employees
  • Latest Deal Type
  • M&A
  • Latest Deal Amount
  • $660M
Latest Deal Amount

Envestnet Yodlee General Information

Description

Developer of a cloud based finance data platform. The company's platform offers wealth management, retail banking, risk management and other related services.

Contact Information

Website
www.yodlee.com
Formerly Known As
Yodlee
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly VC-backed
Primary Industry
Financial Software
Parent Company
Primary Office
  • 3600 Bridge Parkway
  • Suite 200
  • Redwood City, CA 94065
  • United States
+1 (650) 000-0000
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Envestnet Yodlee Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
9. Merger/Acquisition 19-Nov-2015 $660M 00000 00000 Completed Profitable
8. IPO 03-Oct-2014 0000 00000 00000 Completed Profitable
7. Later Stage VC (Series DD) 08-May-2012 00.000 00000 00000 Completed Generating Revenue
6. Later Stage VC (Series CC) 16-Apr-2010 0000 000.00 00000 Completed Generating Revenue
5. Later Stage VC (Series BB) 22-Jun-2007 0000 000.00 00000 Completed Generating Revenue
4. Later Stage VC (Series AA) 03-Jul-2006 00.000 000.00 000.00 Completed Product Development
3. Later Stage VC (Series AA) 31-Jan-2005 000.00 000.00 000.00 Completed Product Development
2. Early Stage VC (Series AA) 17-Sep-2002 $24M $24M 000.00 Completed Profitable
1. Early Stage VC 01-Jan-1999 Completed Product Development
To view Envestnet Yodlee’s complete valuation and funding history, request access »

Envestnet Yodlee Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Series DD 0,000,000 00.000000 00.00 00.00 00 00.00 0.000
Series CC 0,000,000 00.000000 00.00 00.00 00 00.00 0.000
Series BB 56,288,457 $0.001000 $0.65 $0.65 1x $0.65 25.55%
Series AA 74,369,367 $0.001000 $0.65 $0.65 1x $0.65 33.76%
To view Envestnet Yodlee’s complete cap table history, request access »

Envestnet Yodlee Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Developer of a cloud based finance data platform. The company's platform offers wealth management, retail banking, risk
Financial Software
Redwood City, CA
334 As of 2015
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0000 0000-00-00
000000&0 00000

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000000000 00000000
Mountain View, CA
000 As of 0000
00000
0.000 0000-00-00
00000000000 00000

0000000

magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex
000000000 00000000
Larkspur, CA
00 As of 0000
000.00
000000&0 000.00
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Envestnet Yodlee Competitors (39)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Addepar Venture Capital-Backed Mountain View, CA 000 00000 00000000000 00000
0000000 0000000 & Formerly VC-backed Larkspur, CA 00 000.00 000000&0 000.00
000000000 00000000 Formerly PE-Backed Mumbai, India 000 0&0
00000000000 Venture Capital-Backed Palo Alto, CA 000 00000 00000000000 00000
00000000 Formerly VC-backed Salt Lake City, UT 000 000.00 000000&0 000.00
You’re viewing 5 of 39 competitors. Get the full list »

Envestnet Yodlee Executive Team (23)

Name Title Board Seat Contact Info
Stuart DePina President & Chief Executive Officer
Marc Blouin Chief Financial Officer
Arun Anur Chief Operating Officer
Arjun Singh Managing Director, Asia and Head, Envestnet|Yodlee
David Lee Chief Marketing Officer
You’re viewing 5 of 23 executive team members. Get the full list »

Envestnet Yodlee Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Envestnet Yodlee Former Investors (16)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
ACI Worldwide Corporation Minority 000 0000 000000 0
Accel Venture Capital Minority 000 0000 000000 0
Bank of America Investment Bank Minority 000 0000 000000 0
Gold Hill Capital Venture Capital Minority 000 0000 000000 0
HRJ Capital Fund of Funds Minority 000 0000 000000 0
You’re viewing 5 of 16 investors. Get the full list »

Envestnet Yodlee Investments & Acquisitions (47)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 18-Feb-2020 000000000000000000 Financial Software 000000 000000
000 01-Aug-2019 000000000000000000 0000 Media and Information Services (B2B)
000000000 23-May-2019 000000000000000000 Software Development Applications
00000000000 000000 08-Feb-2019 000000000000000000 Media and Information Services (B2B)
Abe AI 24-Jan-2019 Merger/Acquisition Other Financial Services
You’re viewing 5 of 47 investments and acquisitions. Get the full list »

Envestnet Yodlee Subsidiaries (4)

Company Name Industry Location Founded
Abe AI Other Financial Services NY 2016
000000 Financial Software Bengaluru, India 0000
000 Media and Information Services (B2B) San Francisco, CA 0000
00000 000000000 Accelerator/Incubator Redwood City, CA
To view Envestnet Yodlee’s complete subsidiaries history, request access »

Envestnet Yodlee Exits (20)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000 06-Dec-2018 000000000000000000 Completed
  • 000000000 000000
000-000000 05-Dec-2016 000000000000000000 0000 Completed
  • 000000000 000000
0000000000000000 05-Dec-2016 000000000000000000 0000 Completed
  • 000000000 000000
00000 22-Feb-2016 000000000000000000 Completed
  • 2 buyers
Reconcile Technologies 25-Jan-2016 Accelerator/Incubator Completed
  • 2 buyers
You’re viewing 5 of 20 exits. Get the full list »