Envestnet | Yodlee Alternatives

Access 17,000+ global data sources to gain a deeper understanding of customers' financial lives, fueling innovation and deeper customer relationships.
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MX

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.

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Plaid

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.

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Ocrolus

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.

More Alternatives to Envestnet | Yodlee

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FinChat

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LSEG Data & Analytics

Empowers financial decision-making with global market data, AI-powered analytics, and collaborative workflow solutions, providing comprehensive insights and interoperability.

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FinanceGPT

Unlock actionable financial insights with a suite of AI-powered tools, providing real-time data integration, customizable forecasting, and in-depth analysis.

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Flybits

Create contextually relevant and personalized experiences at scale, leveraging data to drive trust and revenue growth in banking and financial services.

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AlphaWatch

Combines human oversight with AI-driven workflows to enhance decision-making and efficiency in financial services, with features like multilingual models and self-improving accuracy.

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Quilt Labs

Accelerate financial research with AI-driven search, extraction, and analysis tools, uncovering insights from vast datasets with ease and precision.

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LexisNexis Risk Solutions

Combines Big Data, advanced analytics, and proprietary linking to deliver actionable insights, enabling businesses to identify and mitigate risks, ensure compliance, and drive growth.

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Brightflow AI

Unlock real-time financial insights and data-driven decisions with automated cash flow tracking, business credit scoring, and personalized growth capital access.

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AlphaSense

Surfaces critical insights from millions of research documents, automating manual research and eliminating blind spots for informed decision-making.

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Pulse iD

Provides personalized rewards solutions using AI-driven offers based on individual spending behavior and preferences, driving stronger customer relationships.

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Fintool

Accurately answers complex financial questions by analyzing SEC filings, earnings calls, and conference transcripts, providing pinpoint insights for informed investment decisions.

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AlphaResearch

Automates complex research with AI-powered search and advanced data analytics, extracting insights from unstructured text and fundamental data to inform investment decisions.

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data.ai

Combines data from multiple signals to provide unified insights, enabling fast and confident decision-making across the entire app lifecycle.

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MeridianLink

Comprehensive digital lending platform offering configurable tools for loan origination, mortgage lending, and deposit account opening to transform financial institutions' lending processes.

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C3 AI

Access a broad range of pre-built, enterprise-scale AI applications across industries, accelerating digital transformation and delivering results in weeks.

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Credal

Build secure AI applications with point-and-click integrations, pre-built data connectors, and robust access controls, ensuring compliance and preventing data leakage.

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Intapp

Automates deal management, compliance, and time capture, and provides AI-driven insights, recommendations, and content generation to boost productivity and growth.

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StockInsights

Combines large language models with financial data to provide actionable insights, amplifying investment research and enabling better, faster decision-making.

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Northern Light

Extracts insights from authoritative sources with generative AI, blending human and machine intelligence to inform business and marketing decisions.

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Synerise

Converts raw behavioral data into actionable insights with unprecedented accuracy and speed, enabling data-driven decisions.

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Finalle

Provides structured, grouped, and summarized stock market news insights, cutting through noise and bias, to inform decisions and improve customer journeys.