Envestnet | Yodlee
Envestnet | Yodlee: A broad connectivity platform with free sandbox access and extensive financial data coverage. Ranked #1 of 71 in Bank Connectivity Software by our editors (9.4/10); pricing: Free plan · pricing on request; best for broad aggregation with free access.
At a glance
- Editor score9.4 / 10
- PricingFree plan · pricing on request
- Best forBroad aggregation with free access
- Free planYes
- Supported data typesaccount details, balances, transactions, holdings, statements, interest details, payment details, coverage, account numbers, account-holder details, payment profiles
- Facts checked20 Sep 2026
Where it wins
- Covers accounts, transactions, holdings, statements, identity, and payment data
- Combines FastLink, Open Banking, screen scraping, and webhooks
- Supports scheduled and instant refresh through REST APIs
Where it doesn't
- Free access is a time-unlimited Sandbox with sample data
- Paid access uses contact sales rather than published plan pricing
- Production connectivity requires integration across multiple connection methods
Our verdict on Envestnet | Yodlee
Envestnet | Yodlee provides financial-account aggregation through REST APIs and FastLink. It is designed for financial institutions, fintech companies, lenders, wealth managers, and developers building personal-finance, lending, payment, and investment experiences. The platform can support account discovery, linking, aggregation, retrieval, verification, transaction data, holdings, statements, and data-change notifications across web and API applications.
Access is split between a free, time-unlimited Sandbox with sample data and paid access handled through contact sales. The product’s breadth is its main strength: available data includes account details, balances, transactions, holdings, statements, interest details, payment details, coverage, account numbers, account-holder details, and payment profiles. Transaction enrichment and categorization add structure to financial activity, while account verification and ownership data support financial workflows. Buyers should distinguish the Sandbox from production connectivity when evaluating access and implementation needs.
Its integration model combines FastLink, the Yodlee API, Open Banking, screen scraping, webhooks, Postman, and Swagger/OpenAPI. Connection options include FastLink, Open Banking, screen scraping, and online banking credentials, with scheduled or instant refresh and real-time data refresh capability. Webhooks can notify applications about data updates, reducing the need to rely only on repeated polling. Envestnet | Yodlee is a strong fit for teams that need broad financial-data coverage and multiple connectivity paths. Organizations seeking a narrowly focused connector or fully transparent paid-plan comparison should consider whether its contact-sales model and integration scope match their buying process.
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Envestnet | Yodlee pricing
Envestnet | Yodlee fact sheet
| Free plan | Yes |
|---|---|
| Paid from | Not verified |
| Bank/institution count | Not verified |
| 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 |
| Statement formats | Not verified |
| Multi-entity support | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Support | Docs |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 17,000+ integrations: FastLink, Yodlee API, Open Banking, Webhooks, Postman, Swagger/OpenAPI |
| Pricing | Free plan · pricing on request (source) |
| Website | yodlee.com |
| Facts checked | 20 Sep 2026 |
Envestnet | Yodlee integrations
Envestnet | Yodlee lists 17,000+ integrations on its own site — the 6 named here are the ones its pages call out.
- FastLink
- Yodlee API
- Open Banking
- Webhooks
- Postman
- Swagger/OpenAPI
Alternatives to Envestnet | Yodlee
- PlaidFull-featured account connectivity with multiple connection methods and financial data types.9.3
- Ripple TreasuryA broad enterprise treasury system linking global banks, finance platforms, and payment workflows.9.2
- Mastercard Open Banking PaymentsA focused API suite for consented bank data, ownership checks, and payment initiation.9.1
See all Envestnet | Yodlee alternatives →
Envestnet | Yodlee vs the competition
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Also Ranked In
Envestnet | Yodlee is ranked in 3 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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