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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

All banks, the same API Wealth Reader is the world's leading data provider that helps you reduce costs, convert more customers and onboard them.

Description

Yodlee is the trusted data aggregation and intelligence platform powering the future of open finance. For more than two decades, Yodlee has helped financial institutions, fintech innovators, and enterprises convert data into meaningful action. Its ecosystem connects over 19,000 financial institutions, powering 601 million consumer accounts with secure, direct connections and enterprise-grade scalability. Through its suite of products—ranging from Personal Financial Management (PFM) to Wealth Management, Credit Solutions, Payment Enablement, and Business Financial Management—Yodlee enables institutions to deliver personalized, data-driven customer journeys. Its AI and analytics capabilities transform complex data sets into actionable insights that support smarter lending, risk assessment, and financial guidance. Trusted by top U.S. banks, wealth firms, and technology providers, Yodlee remains the backbone of digital transformation in financial services. With a strong focus on security, privacy, and compliance, it ensures that innovation never comes at the cost of trust. By turning fragmented financial data into clear, strategic intelligence, Yodlee enables organizations to anticipate customer needs and stay ahead in a rapidly evolving market.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Akoya
Boss Insights
Co-Pilot
Fintech Sandbox
FutureVault
Infinant Interlace Platform
InsuredHQ
Java
Meld
MoneyGuide
Odoo
Postman
Quickwork
Relay
Riskalyze
Sila
Snowball Analytics
Swagger

Integrations

Akoya
Boss Insights
Co-Pilot
Fintech Sandbox
FutureVault
Infinant Interlace Platform
InsuredHQ
Java
Meld
MoneyGuide
Odoo
Postman
Quickwork
Relay
Riskalyze
Sila
Snowball Analytics
Swagger

Pricing Details

$2000/month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Wealth Reader

Founded

2023

Country

Spain

Website

www.wealthreader.com/en/

Vendor Details

Company Name

Yodlee

Founded

1999

Country

United States

Website

www.yodlee.com

Product Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Product Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

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