Envestnet | Yodlee

7.0easy start · #8 of 70
in Bank Connectivity Software

Free to practise onyes
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on api, Web.

Envestnet | Yodlee is ranked #8 of 70 in bank connectivity software on The Geeks Club. It runs on API, Web. There is a free plan.

Envestnet | Yodlee plans and pricing

All plans

Sandbox Free Free after developer account registration · 5 preconfigured users · Sample data only · No live-site linking developer.yodlee.com · 7 Oct 2026

Compared on bank connectivity software

Free plan: Yes
Supported data types: account details, balances, transactions, holdings, statements, interest details, payment details, coverage, account numbers, account-holder details, payment profiles
Connection methods: FastLink, Open Banking, screen scraping, online banking credentials
Refresh frequency: real_time

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The record

Product: Yodlee provides financial data aggregation for personal finance management, lending, and wealth management use cases.
Data sources: The product page says Yodlee aggregates data from more than 19,000 sources across accounts and loans.
API: Yodlee's core API supports searching financial institutions, adding and updating accounts, retrieving aggregated data, and receiving data change notifications.
Account data: Account aggregation can consolidate balances, transactions, expense categories, and information from bank, credit card, and investment accounts through one API.
Account linking: FastLink is an embeddable tool that helps end users link accounts and provides a managed account authentication experience.
Enrichment: Transaction Data Enrichment adds descriptions, merchant names, categories, and geolocation to financial transaction data.
Refresh: Yodlee supports instant refresh while a user waits and daily background refresh, with data update notifications available through webhooks.
Sandbox: A free sandbox is available after developer registration and includes five preconfigured users with sample data; registering new users in the sandbox is not supported.
Security: Yodlee says stored credentials are hardware encrypted using FIPS 140-2 Level 2 HSM and that customers can delete user or provider-account data through an API.
Compliance: Yodlee says it undergoes an annual SOC 2 Type 2 assessment and is PCI-DSS 4.0.1 certified as a Level One Service Provider.
Customers: Yodlee describes its financial data aggregation solutions as serving financial institutions, global banks, and technology companies.
Pricing: The product page directs prospective customers to request a demo and does not display a price.
Purpose: Yodlee’s RESTful API gives developers access to personal financial data for financial management applications.
Data coverage: Yodlee says its platform aggregates data from more than 17,000 financial sources.
Price from: Free

Where it ranks on The Geeks Club

Best Bank Connectivity Software in 2026#8 of 70

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Sources

yodlee.com/products/financial-data-platform-api/da· checked 7 Oct 2026
developer.yodlee.com/resources/yodlee/yodlee-api-overview/do· checked 7 Oct 2026
developer.yodlee.com/products/yodlee/account-aggregation/doc· checked 7 Oct 2026
developer.yodlee.com/resources/yodlee/additional-documentati· checked 7 Oct 2026
developer.yodlee.com/resources/yodlee/faqs/docs/data_aggrega· checked 7 Oct 2026
developer.yodlee.com/resources/yodlee/faqs/docs/security· checked 7 Oct 2026
toolkits.yodlee.com/sites/default/files/2025-08/Yodlee-Secu· checked 7 Oct 2026
developer.yodlee.com/products/yodlee/us-open-banking/docs· checked 7 Oct 2026
developer.yodlee.com/resources/yodlee/faqs/docs/data_and_doc· checked 7 Oct 2026
developer.yodlee.com/resources/yodlee/faqs/docs/building_tes· checked 7 Oct 2026