Envestnet Yodlee Overview

  • Founded

  • 1999

Founded
  • Status

  • Acquired/​Merged

  • Employees

  • 1,082

Employees
  • Latest Deal Type

  • M&A

  • Latest Deal Amount

  • $502M

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
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly VC-backed
Primary Industry
Financial Software
Parent Company
Envestnet
Primary Office
  • 999 Baker Way
  • Suite 100
  • San Mateo, CA 94404
  • 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 $502M 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
San Mateo, CA
1,082 As of 2015
00000
0000 0000-00-00
000000&0 00000

000000

t enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliqui
000000000 00000000
Boston, MA

000000

consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolo
000000000 00000000
Nicosia, Cyprus
0000 0000-00-00
000000&0
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Envestnet Yodlee Competitors (58)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Ledgex Systems Corporation Boston, MA
0000000 0000000000 Corporate Backed or Acquired Nicosia, Cyprus 000000&0
0000000 0000000 & Formerly VC-backed Larkspur, CA 00 000.00 000000&0 000.00
0000.00 Formerly PE-Backed Mumbai, India 000 000000&0
0000000 Formerly PE-Backed Geneva, Switzerland 0000 00000 000000000 00000
You’re viewing 5 of 58 competitors. Get the full list »

Envestnet Yodlee Patents

  • 290

    Total Documents Applications and Grants

  • 000

    Total Patents Families

  • 23

    Granted

  • 1

    Pending

  • 000

    Expiring in next 12 mo

Envestnet Yodlee Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
CA-3161130-A1 Investment transaction enrichment process using transaction to holdings matching Pending 06-Jul-2021 000000000
GB-2608883-A Investment transaction enrichment process using transaction to holdings matching Pending 06-Jul-2021 000000000
US-20230009646-A1 Investment transaction enrichment process using transaction to holdings matching Pending 06-Jul-2021 000000000 0
EP-3762884-A4 Online sampling analysis Pending 05-Mar-2018 000000000
EP-3762884-A1 Online sampling analysis Pending 05-Mar-2018 G06N20/00
To view Envestnet Yodlee’s complete patent history, request access »

Envestnet Yodlee Executive Team (24)

Name Title Board Seat Contact Info
Stuart DePina President
Marc Blouin Chief Financial Officer
Arun Anur Chief Operating Officer & Senior Vice President, Services
Arjun Singh Managing Director, Asia
David Lee Chief Marketing Officer
You’re viewing 5 of 24 executive team members. Get the full list »

Envestnet Yodlee Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-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 (45)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000000 01-Apr-2021 00000 0000 0000 Software Development Applications
000000 18-Feb-2020 0000000000 Financial Software 000000 00
000 01-Aug-2019 0000000000 0000 Media and Information Services (B2B)
000000000 23-May-2019 0000000000 Software Development Applications
Spaycial 08-Feb-2019 Accelerator/Incubator Media and Information Services (B2B)
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Envestnet Yodlee Subsidiaries (4)

Company Name Industry Location Founded
Abe AI Financial Software 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 (23)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000000 06-Dec-2018 000000000000000000 Completed
  • 000000000 000000
000000 06-Dec-2018 000000000000000000 Completed
  • 000000000 000000
000000000 06-Dec-2016 000000000000000000 Completed
  • 2 buyers
000-000000 05-Dec-2016 000000000000000000 0000 Completed
  • 000000000 000000
CapitalizeNation 05-Dec-2016 Accelerator/Incubator 0000 Completed
You’re viewing 5 of 23 exits. Get the full list »