Post Tagged with: "Envestnet"

Yodlee Finds Itself in a Technology ‘Accident’

Yodlee Finds Itself in a Technology ‘Accident’

by October 27, 2016 at 9:29 am 0 comments

Even large technology companies can’t get a simple email right. That’s what happened Tuesday when Envestnet Yodlee errantly blasted out a test email message to an unknown number of recipients. The email was a raw template from the address FISuccess@yodlee.com. It had gibberish as text, image specs for where images shouldRead More

Enriched Data Leads to a Better Breed of Personal Financial Management Tools

Enriched Data Leads to a Better Breed of Personal Financial Management Tools

by August 12, 2016 at 11:53 am 2 comments

Context is king in financial services today. The rich data delivered around transactions, particularly from mobile devices, is fueling the growth of a new breed of personal financial management. On Tuesday, data aggregation and analytics platform Yodlee, an Envestnet company, made a further advancement in delivering contextual information to customers while protectingRead More

Robos and the DOL Ruling: The Future of Wealth Management

Robos and the DOL Ruling: The Future of Wealth Management

by August 10, 2016 at 3:34 pm 1 comment

Roboadvisors are among the hottest trends in fintech — or invest tech, if you prefer — but a new proposed ruling from the Department of Labor has raised questions, specifically: Are roboadvisors fiduciaries? Robos, which provide personalized advice based on algorithms to clients without any need whatsoever for human interaction, seem toRead More

Yodlee’s Wealth Management Focus Involves Some Robos

Yodlee’s Wealth Management Focus Involves Some Robos

by June 13, 2016 at 12:29 pm 0 comments

Wealth management will be the focus for Yodlee this year, and robo-advisory may well be a part of it. Yodlee has said before that the acquisition by Envestnet created an opportunity for the data aggregator to dive into the wealth management space. It is now a part of a largerRead More

Yodlee Says It Has Reached Less Than 5% of Its Market

Yodlee Says It Has Reached Less Than 5% of Its Market

by May 10, 2016 at 11:10 am 2 comments

Yodlee, now part of Envestnet, sees huge opportunities ahead in the wealth management space. Furthermore, Yodlees says it serves only 5% of its addressable market in its core businesses of personal financial management and data aggregation. Envestnet CEO Judson T. Bergman stressed the importance of cross-selling between Yodlee and Envestnet customers on yesterday’sRead More

Yodlee Widens Its Lending Services with Credit Risk Data Product

Yodlee Widens Its Lending Services with Credit Risk Data Product

by April 11, 2016 at 10:00 am 0 comments

A few weeks ago Yodlee partnered with Vanguard to practice wealth management. Now the firm’s palette is expanding yet again, to leverage its data to help FIs provide loans to the underbanked. Today, Yodlee is releasing Risk Insight, a way to automate the logistical toils of evaluating potential borrowers’ credit. The toolRead More

Did Data Undervaluation Drive Yodlee’s Sale to Envestnet?

Did Data Undervaluation Drive Yodlee’s Sale to Envestnet?

by August 10, 2015 at 5:41 pm 0 comments

Today, Envestnet Inc. agreed to purchase Yodlee, a public company with a languishing stock price, for an enterprise value of $590 million. In part, this transaction appears to be taking place because of the hazy value of data. An interesting blog post on WSJ.com post Friday asked whether the value ofRead More