HQ: Envestnet – Chicago, IL / Envestnet | Yodlee – San Mateo, CA

Founded: 1999

Product Demoed: Virtual Financial Assistant

Metrics: Over 20 years in business, 50 patents worldwide, 30M active users, Over 1,400 companies use the Envestnet | Yodlee Financial Data Platform and 15 of the top 20 U.S. Banks

Actively Seeking Capital: No