Articles tagged "Yodlee"
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The odd case of Envestnet/Yodlee getting singled out as data scofflaw, just four days after Visa deal to buy rival Plaid and nine months after Raj Udeshi's 'Theranos' outcry
Three Capitol Hill Democrats urged the Federal Trade Commission to probe the small firm -- and nobody else -- with little explanation of where its practices allegedly diverge from the norm
January 27, 2020 at 7:29 PM
Visa gambles $5.3 billion that Plaid will pay Big Data dividends while big-footing Envestnet-Yodlee and beating back fintech banking competitors
The Silicon Valley credit card king positions itself in the Yodlee data aggregation world by buying a San Francisco startup, which serves Betterment, Acorns and others.
January 22, 2020 at 7:11 PM
Jud Bergman, wife Mary Miller-Bergman die tragically in San Francisco head-on car collision, stunning a devastated RIA business community
The 62 year-old Envestnet CEO, chairman and co-founder was in a taxi crash in San Francisco with suspected drunk driver; Miller founded Hanover Hill Wealth Advisors in Chicago
October 4, 2019 at 4:47 AM
Entrepreneurial firm hits Envestnet with $100-million lawsuit for alleged Yodlee 'Trojan Horse' scheme used to steal proprietary technology
Owner of FinancialApps -- and his famous lawyer -- charge in court papers the Chicago-based outsourcer feigned interest in being a long-term software partner but misappropriated a data app; Injunction and damages sought that would be 'very bad' outcome, analyst says
July 31, 2019 at 4:02 AM
Raj Udeshi invokes 'Theranos' fraud in testy exchanges over data collection with Envestnet's Bill Crager and Jud Bergman at Tiburon CEO Summit
HiddenLevers co-founder offended some audience members with his accusations, but others say he raises a valid concern: Where is the line drawn for firms capturing and selling advisor and client data?
April 9, 2019 at 2:29 AM
Envestnet shares spike, but fundamentals reassure Wall Street, rather than big future annuity profits, gaining 2,300 Schwab RIAs on the cheap and diminished Yodlee pain
Replicating SMA success on insurance side and tripling Tamarac customers is exciting but analysts may be more attuned to earnings growth and billions in 'conversions' to subscriptions
February 27, 2019 at 7:14 AM
BlackRock buys Envestnet's love for $123 million to crack its 'open-architecture' platform and sets stage for another juicy Envestnet acquisition
The $6-trillion New York mega-manager buys 5% stake in the $2-trillion Chicago clearinghouse to get most-favored-vendor status in 'open architecture' environment
November 29, 2018 at 1:20 AM
Envestnet quietly deals rivals in on Yodlee play to placate big banks and their latent threat of 'oblivion' in response to 'screen scraping'
The Chicago-based outsourcer orchestrates a Yodlee/Morningstar/Quovo show of force in response to vulnerability to 'throttling' by mega-custodians
May 17, 2018 at 7:24 PM
As robos try to crash Envestnet's platform party, CEO Jud Bergman explains pivot to 'wellness' and tells where FolioDynamix and Yodlee stand
Ric Edelman is an early Envestnet 'wellness' pilot and Yodlee's expanding margins are -- maybe -- a good sign for that unit as it moves toward break-even
February 28, 2018 at 12:49 AM
Quovo is developing an ACATS rooter process with Apex Clearing as first to sign on
The Silicon Alley startup is using its data science as a way of attacking a clog considered not susceptible to intervention
November 14, 2017 at 11:09 PM
Schwab CTO's speech in NYC spotlights an RIA business addicted to innovation – with no fresh fix in sight
Timothy Heier set the lower-morale tone at In|Vest 2017 of a B2B industry waiting for a Mark Zuckerberg to push it forward again -- perhaps with artificial intelligence as the final frontier
July 20, 2017 at 9:37 PM
Yodlee schools RIA tech startups at The Vault and RIABiz stops by
Hedgeable and Totum were among attendees at the San Francisco brain-in where Yodlee exposes its API and lends its experience
March 7, 2016 at 9:42 PM
With Envestnet shares deeply depressed, analysts cut Jud Bergman little slack on 4Q earnings call
WIth a not-yet-integrated Yodlee, trouble with a big client, Lori Hardwick's departure and a recent history of muddy communication, CEO Jud Bergman worked hard to reassure
February 29, 2016 at 6:09 PM
Why the RIA business starts 2016 without its swagger: 2014 and 2015
What's hot right now? Almost nothing and nobody. But it might be a 'healthy correction' of equilibrium
January 11, 2016 at 11:42 PM
This time Envestnet plays most cards face up as analysts press again for cogent Yodlee deal rationalization
Jud Bergman supposes, though not until 2020, that the merger will yield an extra $200 million in revenues
