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


Bus. Dev.: Brandon Rembe, SVP Products,
Press: Ron Barasch, VP Marketing,

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