If you're looking for another Envestnet | Yodlee alternative, MX is a good choice. MX provides a platform that securely aggregates and verifies financial data, adds context to it, and lets businesses build personalized financial experiences. With more than 13,000 connections to financial institutions and fintechs, MX handles more than 170 billion transactions per day. The platform supports a range of use cases including account opening, customer intelligence, digital banking and financial wellness, and it's designed to ensure security and compliance with permission-based and secure data sharing.
Another major alternative is Plaid, a data network and payments platform that connects people's financial data to a broad range of apps and services. It offers features like payment initiation, access to categorized transaction data, real-time balance verification, and identity verification. With global coverage and support for a range of financial use cases, Plaid offers integration through its APIs and extensive developer resources.
If you're more interested in financial document analysis, Ocrolus uses artificial intelligence to classify, extract, detect and analyze financial documents with high accuracy. Its abilities include machine learning-based classification, computer vision, and human validation-based data extraction, and it's a good choice for lenders trying to assess risk and prevent fraud. The company can handle a broad range of document types, and it offers an API for building new customer experiences.