FinovateFall 2013 / Yodlee
Presenter Profile:
How they describe themselves: Yodlee is the platform for financial innovation. With the largest collection of consumer and small business transactional data on the planet, Yodlee powers the next generation of digital services, from personal financial management (PFM) to digital wallets & more.
How they describe their product/innovation: When it comes to finances, where you stand depends on which “hat” you’re wearing. Most people have several “shared finances” in their life. Elderly parents. Spouses. Children. Friends. Now, through a single app, you can manage them all. Yodlee created TANDEM to enable safe and meaningful dialogue about finances between individuals and among groups. With its unique tools to access, learn, manage, project, and control, TANDEM empowers you to make financial decisions as a family, a couple, a group, or a parent. And making financial decisions has never been more rewarding or more actionable. Close, Closer, Closest. Regardless of the relationship(s), you get one app, different views, full financial control.
Product Distribution Strategy: Direct to Business (B2B), through financial institutions, & through other fintech companies and platforms
Contacts:
Bus. Dev.: Karim Bhalwani, Strategy & Bus. Dev. Manager, kbhalwani@yodlee.com,
650-980-3647
Press: Melanie Flanigan, Senior Marketing Director, mflanigan@yodlee.com, 650-980-3707
Sales: Nick Kamali, Inside Sales Rep, nkamali@yodlee.com, 650-980-3675
Website: yodlee.com
Twitter: @yodlee
HQ Location: Redwood City, CA
Founded: February 1999
Product Demoed: TANDEM
Product Launch: September 2013
Metrics: Yodlee is a global financial leader with 600+ customers, 50M+ users, and more than 700 employees worldwide. From leading financial institutions to Fortune 500 consumer service companies to the coolest startups, Yodlee powers innovative digital services shaping the future of customer interactions. With 25%+ year over year revenue growth, Yodlee continues to expand in existing and new markets globally.
Presenter(s): Anil Arora (President & CEO), Katy Gibson (VP Applications)
- Key Executives
Anil Arora (President & CEO), Mike Armsby (CFO), Joe Polverari (Chief Strategy & Development Officer), Bill Parsons (CCO), Eric Connors (SVP Products), Tim O’Brien (SVP Operations & Information Security), Thomas Hempel (SVP Engineering), Arun Anur (SVP Services), & Arjun Singh (Managing Director, India)
Key Stats
- Key Board Members
Anil Arora (CEO, President, & Director, Yodlee), Bud Colligan (Partner, Accel Partners), Gayle Crowell (Consultant, Warburg Pincus), Pat Hackett (Managing Director, Warburg Pincus), Bill Harris (CEO, Personal Capital), Betsey Nelson (Former CFO, MacroMedia), & Dennis Phelps (General Partner, Institutional Venture Partners)
- Key Investors
Accel Partners, Institutional Venture Partners, & Warburg Pincus Key Customers: Yodlee powers 600+ customers around the world, including the top global financial institutions, Fortune 500 consumer service companies, and the coolest new startups.
- Key Customers
Accel Partners, Institutional Venture Partners, & Warburg Pincus Key Customers: Yodlee powers 600+ customers around the world, including the top global financial institutions, Fortune 500 consumer service companies, and the coolest new startups.