FinovateFall 2019 / Envestnet | Yodlee
Presenter Profile:
How they describe themselves: Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet | Yodlee is a leading data aggregation & data analytics platform powering dynamic, cloud-based innovation for digital financial services. More than 1,200 companies, including 15 of the 20 largest U.S. banks & hundreds of Internet services companies, subscribe to the Envestnet | Yodlee Financial Data Platform to power personalized financial apps & services for millions of consumers.
How they describe their product/innovation: Introducing a new digital experience powered by Envestnet | Yodlee’s market leading data, data enrichment and analytics. The app allows users to structure their financial data by what’s important to them and place them in repositories, or “boards” making it easy to analyze and act on. Boards are consumer curated with alerts, notifications and insights to monitor their finances. It gives consumers an easy way to stay on top of finances as well as compare against peers.
Product distribution strategy: Through financial institutions, through other fintech companies and platforms
Contacts
Bus. Dev.: Brandon Rembe, SVP Products, brembe@yodlee.com
Press: Ron Barasch, VP Marketing, rbarasch@yodlee.com
Website: yodlee.com
LinkedIn: linkedin.com/company/yodlee
Twitter: @Yodlee
HQ: Envestnet | Yodlee: Redwood City, CA & Envestnet: Chicago, IL
Founded: 1999
Metrics: More than 3,500 enterprises and over 96,000 advisors leverage Envestnet technology and services, including 17 of the 20 largest U.S. banks, 43 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisors, and hundreds of FinTech companies.
Presenters: Liz Hawkins (Product Manager), Katy Gibson (VP Product Management)
- Key Executives
Stuart DePina (Chief Executive), Arun Anur (SVP Global Services), Marc Blouin (Division CFO), Frank Coates (Executive MD & Co-Group President, Envestnet Analytics), Thomas Hempel (SVP Engineering), Lisa Hingley (SVP Strategic Account Management), David Lee (CMO), Bill Parsons (Group President of Envestnet Analytics & International), Brandon Rembe (SVP Products), Jeff Schulte (SVP Operations), Arjun Singh (Executive MD), Julie Solomon (SVP Sales)
Key Stats
- Key Board Members
Judson Bergman (CEO, Director & Chairman), Anil Arora (Director), Luis A. Aguilar (Director), Ross Chapin (Director), Gayle Crowell (Director), James Fox (Director), Valerie Mosley (Director), Charles Roame (Director), Gregory Smith (Director)
- Key Investors
Publicly traded company (NYSE: ENV)