Envestnet acquires Yodlee

3 Responses to “Envestnet acquires Yodlee”

  1. Jeff McCrory August 13, 2015 12:57 pm

    Where do you get yuor information? This could not be farther from the truth: “Fiserv’s CashEdge also performs account aggregation, but rumors indicate that the adviser-facing product is being phased out.”

    • Bill Winterberg August 14, 2015 7:18 am

      I’ve been told this in multiple conversations with advisors, but if it isn’t true, I’ll retract what I wrote. Feel free to contact me with specifics.


  1. 5 Reasons Why the Envestnet Acquisition of Yodlee Was Brilliant - Wealth Management Today - August 15, 2015

    […] According to Bill Winterberg, Personal Capital, Blooom, Future Advisor, LearnVest, and Openfolio all subscribe to Yodlee services to aggregate customer accounts and provide them with reports such as overall net worth, cash flow, asset allocation and portfolio performance. […]