| Date | Title | Description |
| 04.03.2026 | ‘A thirty second job’: how AI replaces the family office analyst | - |
| 05.12.2025 | Pete the Planner: Look at all you get when you begin eliminating expenses | Please subscribe to IBJ to decode this article.
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| 19.11.2025 | JPMorgan Chase Charges Fintechs for Data Access | JPMorgan Chase struck deals with fintechs like Plaid and Yodlee for customer data access. The bank will receive payments. Fintech firms initially got free access. The move could reshape open banking. Other banks may follow suit."
**JPM... |
| 14.11.2025 | JPMorgan Chase wins fight with fintech firms over fees to access customer data | JPMorgan Chase, the biggest U.S. bank by assets, has secured deals ensuring it will get paid by the fintech firms responsible for nearly all the data requests made by third-party apps connected to customer bank accounts, CNBC has learned.
T... |
| 25.08.2025 | Neobank: How They Work, Benefits & Best Neobanks | Neobanks are digital-first financial technology (fintech) companies that offer banking services entirely online, without needing physical branches. They leverage technology to provide core banking services through intuitive mobile apps and ... |
| 14.07.2025 | Block leads rebound in fintech stocks as analysts downplay JPMorgan data fee risk | Block and PayPal climbed on Monday after dropping last week.
Analysts at Evercore and Morgan Stanley downplayed the threat of JPMorgan’s reported plan to charge data aggregators for access to customer financial information.
Block jumped mor... |
| 09.06.2025 | WhatsApp, Google, Adobe, YouTube investor group buys into US cricket | Silicon Valley figures from Adobe, YouTube, Google, WhatsApp and Dropbox are among those to have invested in Major League Cricket (MLC) franchise the San Francisco Unicorns.
They join figures from TV show The Big Bang Theory, Yodlee, and Me... |
| 18.11.2024 | WealthTech: Transforming Wealth Management with Advanced Technology | Share
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Traditional wealth management methods, often reliant on face-to-face interactions and paper-heavy processes, are giving way to streamlined, technology-driven solutions. This change is spearheaded by WealthTech,... |
| 16.02.2022 | Webinar: Leveraging open banking to gain a holistic view of your clients’ finances | Register now!
Date: Wednesday, March 23, 2022
Time: 03:00 PM Greenwich Mean Time
Duration: 1 hour
The financial landscape is rapidly evolving as more consumers seek to diversify their investment portfolios to reach long-term financial goals... |
| 11.11.2020 | Envestnet | Yodlee Announces the Winners of Its FinTech Innovation Achievements at the 2020 Benzinga Global FinTech Awards | |
| 12.09.2020 | Check out these Breakout Sessions at Disrupt 2020 | We’re on the brink of the biggest Disrupt in TechCrunch history. It’s five days of education, exhibition, competition and connection that spans the globe. As you plan your schedule, keep this in mind: You’ll find some of the most insightful... |
| 14.05.2018 | Envestnet, Quovo and Morningstar Announce Framework for Secure Open Data Access | Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and data analytics platform for digital financial services, today announced a joint initiative with two major data platforms Quovo and Morningstar ByAllAccounts to enable secure, op... |
| 15.09.2017 | Bring visibility to credit invisibles through alternative financial data | As the cost of living rises on a national scale, more and more consumers are looking for ways to live comfortable financially. While loans, in theory, may seem to be one obvious important solution, they are not as accessible to a growing nu... |
| 15.01.2017 | Innovation under the hood will rev the engines of a fintech revolution | Matt Heiman Contributor
Matt Heiman is a partner at CRV.
More posts by this contributor
Consumer internet companies are easy to understand, but hard to create
Predicting success in startup consumer brands
When the internet was first created... |
| 11.05.2016 | NYSE-listed tech firm Envestnet | Yodlee partners with AlphaCode to boost financial innovation in Africa | - |
| 04.11.2015 | How Venmo Won In One Of The Most Crowded Spaces In Tech | John Bird Contributor
John Bird is the vice president of product marketing and alliances at Yodlee.
Seamless peer-to-peer mobile payments have been considered inevitable for quite a while. And for good reason: One experience figuring out th... |
| 19.08.2015 | New wave of fintech is on its way and will rely on analytics to guide and advise users | This sponsored post is produced in association with Yodlee Interactive.
Fintech customer expectations are sky-high, driven by significant technology advancements including mobile and wearable innovations, and equally important, generational... |
| 11.08.2015 | Envestnet buys fin-tech company Yodlee for $590 million | Financial services software company Envestnet (ENV) announced on Monday that it has acquired financial data mining and technology company Yodlee in a cash and stock transaction valued at $18.88 per share, or approximately $660 million. Afte... |
| 08.07.2015 | Смерть стартапа: Создатель финансового сервиса Wesabe о том, почему проект проиграл борьбу с конкурентами Статьи редакции... | Создатель закрывшегося в 2010 году сервиса для управления личными финансами Wesabe Марк Хедланд написал заметку в своём блоге, в которой рассказал о том, почему проекту пришлось прекратить свою деятельность, и какие уроки он для себя извлёк... |
| 22.05.2015 | 8 disruptive fintech startups debut at Yodlee’s Ynext Incubator Demo Day | This sponsored post is produced by Yodlee.
Financial services has rapidly moved from the periphery of the tech industry to its red-hot core. Since 2008, global investment in fintech ventures has tripled to nearly $3 billion and it is predic... |
| 14.05.2015 | What Startups Can Learn From LearnVest’s $250 Million Acquisition | Joe Polverari Contributor
Editor’s note: Joe Polverari is chief strategy and development officer of Yodlee.
When LearnVest, one of the hottest startups in fintech, announced its acquisition by Northwestern Mutual, the $250 million deal rais... |
| 13.05.2015 | Why fintech startups and traditional FI’s can become bff’s (webinar) | Join us for this live webinar on Wednesday, May 20 at 10 a.m. Pacific, 1 p.m. Eastern. Register here for free.
Over the past half decade, the wildly exciting arena of finance technology has started giving the impression of a late 1990s dotc... |
| 13.05.2015 | Why fintech startups and traditional FI’s can become bff’s (webinar) | Did you miss a session from GamesBeat Summit 2022? All sessions are available to stream now. Learn more.
Join us for this live webinar on Wednesday, May 20 at 10 a.m. Pacific, 1 p.m. Eastern. Register here for free.
Over the past half decad... |
| 12.11.2014 | FinTech disruption: meet a new class of innovators | This sponsored post is produced by Yodlee Interactive.
A lot of things move fast in the financial industry. Now, innovation can be counted among them.
Tech entrepreneurs have begun to challenge the financial status quo by building products ... |
| 01.09.2014 | GuiaBolso Brings Mint-style Financial Management To Brazil | Editor’s note: Julie Ruvolo is a freelance writer and editor of RedLightR.io and RioChromatic.com.
In August a new, homegrown entry raced onto Brazil’s top 10 most downloaded apps. It’s a list usually cluttered by American-made social media... |
| 01.07.2014 | Yodlee Eyes $75 Million from Planned IPO (July 1, 2014) | Financial app development pioneer Yodlee Inc. is ready to go public, 15 years after it launched amid the dotcom boom. The Redwood City, Calif.-based company has filed an S-1 with the SEC, detailing plans for an IPO the firm hopes will raise... |
| 30.06.2014 | Yodlee files for a $75M public offering | Yodlee, a company with cloud-based financial-services software for banks and other finance companies, began the process of going public today.
The company aims to raise $75 million in an initial public offering, according to the S-1 documen... |
| 30.06.2014 | Yodlee files for a $75M public offering | We are excited to bring Transform 2022 back in-person July 19 and virtually July 20 - 28. Join AI and data leaders for insightful talks and exciting networking opportunities. Register today!
Yodlee, a company with cloud-based financial-serv... |
| 13.11.2013 | Japanese Personal Finance App Moneytree Raises $1.6M To Expand Into The U.S. | Moneytree, a personal finance iOS app, has received $1.6 million in seed funding led by DG Incubation (Digital Garage’s investment branch), with participation from private investors, including senior executives from PayPal, MasterCard and M... |
| 06.09.2013 | Yodlee unveils platform to help banks 'innovate like Google' (exclusive) | Yodlee is working to break financial information out of their digital vaults and put it in the hands of its owners.
Yodlee powers personal financial management solutions for 600 major banks and finance portals. Today the 14-year old company... |
| 21.03.2013 | Now Powering Finance Data For 300 Startups, Yodlee Peels Back The Curtain On New Accelerator & 4 New Incubations | Compared to the glut of young tech startups that have popped up in the financial services space over the last several years, Yodlee is a veteran. Founded in 1999, the company got its start by developing technology to make the back-end aggre... |
| 03.08.2012 | Fresh out of beta Moneysmart reveals bank integration, master plan | Moneysmart, the online personal finance manager (PFM) we covered last year, will be exiting beta in the next few days. It sports a new look, iOS and Android apps, and now, direct integration with all but one South African bank. Absa is yet ... |
| 03.08.2012 | Fresh out of beta Moneysmart reveals bank integration, master plan | Moneysmart, the online personal finance manager (PFM) we covered last year, will be exiting beta in the next few days. It sports a new look, iOS and Android apps, and now, direct integration with all but one South African bank. Absa is yet ... |
| 30.04.2012 | Internet Identity System MiiCard Raises $2.5M To Help You Prove You Are Who You Say You Are Online | With the rise of startups building on top of the collaborative consumption model – that is, where users are buying from and selling directly to other users – there’s a growing need for some sort of system to help verify user identities. Alt... |
| 09.04.2012 | Instagram understands a secret of Facebook’s success: Visuals | As Facebook gets ready for its monster IPO, which will likely value the company at more than $100 billion, I thought it would be valuable to take a look at some of the critical product decisions that have led to its success.
In this second ... |
| 20.03.2012 | FutureAdvisor launches as self-serve financial advisor | Look out financial advisors, this Y Combinator-funded company wants to make you obsolete
i
It's tax season, and if you're like me, you're gathering your forms together for your tax accountant. And, I bet some of you are saying, "Doh! I... |
| 19.03.2012 | Trying To Be Mint.com For Student Loans, Binksty Raises, Redesigns, Hits $10M In Debt-Under-View | Last October, we wrote about Binksty, a young startup that aims to give college students saddled with debt a one-stop shop to manage loans, pay off debt, as well as educate them on the best ways to save money. The student loan situation in ... |
| 02.02.2012 | Why 22Seven is most probably, but not necessarily, safe | After reading one too many ignorant articles and tweets about how personal financial management startup 22Seven must be safe because Yodlee is safe and so on — I cracked. I banged out a bunch of tweets in quick succession with the hash tag ... |
| 02.02.2012 | Why 22Seven is most probably, but not necessarily, safe | After reading one too many ignorant articles and tweets about how personal financial management startup 22Seven must be safe because Yodlee is safe and so on — I cracked. I banged out a bunch of tweets in quick succession with the hash tag ... |
| 26.10.2011 | Yodlee Partners With Bank Of America To Bring Its Financial Apps To Online Banking | If you’re not familiar with Yodlee, they’re the financial services company that developed technology to make back-end aggregation of bank data secure and speedy so that services like Mint.com could be born and go on to be swallowed up by In... |
| 06.07.2011 | Finance startup Yodlee hits 34M users, looks to a “FinApps” future | Yodlee, a company that powers personal financial management (PFM) solutions for major banks and finance portals, now has 34 million registered users worldwide, it told VentureBeat.
And it doesn’t look like Yodlee’s growth is going to slow d... |
| 06.07.2011 | With Top Banks In Tow, Financial Service Provider Yodlee Hits 30 Million Users | Yodlee, the provider of personal financial management most well known for its account aggregation, today announced that it has crossed the 30 million users milestone. Founded in 1999, Yodlee has raised over $100 million in funding and has q... |
| 24.06.2011 | Online banking is about to undergo a generational shift, says Yodlee CEO | If you use online banking, chances are good that you see the same things in your account that I see when I log into mine (albeit with different numbers): a lot of transaction data, and maybe some basic budgeting tools or low-level personali... |
| 13.05.2011 | Cake Health Wants To Be The ‘Mint For Health Insurance’ (Beta Invites) | If you’re like me, terms like “out of network” and “deductible” are cringe-inducing. Not just because they generally involve me forking over money for healthcare, but also because navigating the waters of health insurance — and figuring out... |
| 08.04.2011 | How to build meaningful financial services companies | Rod Ebrahimi is co-founder at ReadyForZero.com, an online financial program that helps Americans tackle debt. You can follow him at @innovatebig.
Even though financial services is among the most profitable industries in the world, the exist... |
| 08.12.2010 | Offermatic's Love Child Of Mint, Groupon & Blippy Now Open To The Public | Last spring, we did a preview post on Offermatic, a new deals site that we described as the “freak love child Of Mint, Groupon and Blippy”. Seven months later, that’s still pretty accurate. And now you’ve got a chance to try it out for your... |
| 05.10.2010 | CIC Startup Micronotes Emerges From Stealth to Help Yodlee Appify Online Banking | Share Share on Facebook Share on Twitter LinkedIn Email Reprints
The online banking space is taking a cue from Apple’s iTunes App Store.
No, you won’t be seeing Sudoku puzzles or restaurant recommendation tools on your online banking interf... |
| 12.05.2010 | Money Dashboard launches its bid to become the Mint for the UK | Money Dashboard, which is shooting to become the Mint.com for the UK, launched its open beta today. It appeared as a closed Beta in October, which, they say, was “massively over-subscribed”. The site recently completed a funding round, secu... |
| 16.02.2010 | Kublax deadpools after failing to get more funding | The race to create the Mint.com for the UK has claimed its first victim. Kublax, a Seedcamp 2007 winner which launched in August 2008, has now gone into administration, saying it was unable to secure a further funding round.
In an email to ... |
| 22.12.2009 | MoneyDashboard launches Mint-like Beta – it's another one powered by Yodlee | Kublax, the first UK startup to appear resembling Mint in the US, now has new competition in the shape of Money Dashboard, a free online personal finance service for UK consumers. The invite-only beta launch of the service brings an individ... |
| 16.12.2009 | Expensify Leaves Beta, Continues To Take The Suck Out Of Expense Reports | Expensify, the startups that’s looking to take the endless headaches out of expense reports, is ready to get down to business. The site has just launched its 1.0 release, which introduces a revenue stream, as well as a totally revamped UI a... |
| 28.09.2009 | Finance startup Yodlee: We weren’t screwed by Mint’s acquisition | We are excited to bring Transform 2022 back in-person July 19 and virtually July 20 - 28. Join AI and data leaders for insightful talks and exciting networking opportunities. Register today!
Ever since popular personal finance site Mint.com... |
| 28.09.2009 | Finance startup Yodlee: We weren’t screwed by Mint’s acquisition | Ever since popular personal finance site Mint.com announced two weeks ago that it was being acquired by Intuit for $170 million, there’s been some speculation about what that deal means for Yodlee, the company that provides a lot of the Min... |
| 18.09.2009 | Mint Is Yodlee's YouTube | A lot of people at Adobe weren’t all that happy when YouTube was acquired by Google for $1.65 billion in 2006. After all, YouTube was just a pretty front end to the core Flash web video technology created by Adobe. YouTube got rich. Adobe g... |
| 27.04.2009 | How to manage your Internet company in the downturn? Ask Sukhinder Singh Cassidy | If you’re an entrepreneur, there’s a good chance you’re hurting from the economic downturn.
More crucial than ever is the ability for companies to scrape in enough revenue — through aggressive and innovative sales and operations efforts — t... |
| 07.04.2009 | Yet another Googler leaves: Singh Cassidy joins Accel Partners | The exodus from Google continues at a torrid pace.
Sukhinder Singh Cassidy, Google’s president for Asia-Pacific (APAC) & Latin American Operations, has left the company to join Accel Partners, the Silicon Valley venture capital firm tha... |
| 16.03.2009 | Personal finance site Mint hits 1M users | Updated
Mint, a site that allows users to track their bank, credit card, and investment accounts through a single free service, just announced that it signed up its 1 millionth user on Sunday.
The news is just the latest sign of the Mountai... |
| 13.02.2009 | Ex-Googler founds Dasient for internet security, finds seed dollars | Neil Daswani, a former Google security product manager, has launched his own stealthy internet security company called Dasient. And the San Jose, Calif. company just announced $1.34 million of an expected $1.87 million in seed funding from ... |
| 06.03.2008 | Investor talks making money from Mint | Following yesterday’s announcement that free personal finance site Mint has raised $12.1 million — and rumors that a number of venture firms were trying to get in on the deal — I talked to Mint investor Bob Kagle about what makes the compan... |
| 06.08.2007 | Yodlee Announces SMS Banking Solution | SMS can now be used for mobile banking and to make payments. Today Yodlee Inc. announced that it launched a new SMS banking capability for its Yodlee Mobile Solution. Yodlee Mobile SMS alerts can help customers avoid overdraft fees, while u... |
