Yodlee

Yodlee, Inc. is a technology company that operates a cloud-based platform known as the Yodlee Financial Cloud, which provides a range of digital financial services. Founded in 1999 and headquartered in Redwood City, California, Yodlee delivers financial applications designed for various sectors, including retail finance, wealth management, and small businesses. These applications, or FinApps, allow consumers and small enterprises to manage their finances more effectively by tracking spending, reviewing accounts, and calculating net worth. The platform also offers open application programming interfaces that enable clients to build their own applications while accessing secure financial data and money movement solutions. Yodlee serves financial institutions, internet service companies, and third-party developers, providing comprehensive data solutions and market research services. As of November 2015, Yodlee operates as a subsidiary of Envestnet, Inc.

Schwark Satyavolu

Co-Founder

1 past transactions

Abe AI

Acquisition in 2019
Abe AI specializes in developing conversational banking solutions for forward-thinking financial institutions. The company offers a full-stack conversational platform designed to streamline the creation of personalized, AI-powered dialogues. By catering to both engineers and creative copywriters, Abe AI facilitates the development of effective conversational artificial intelligence engagements. This enables banks to leverage advancements in AI technology to enhance customer support, engagement, and acquisition through conversational interfaces.
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