Nov 14, 2017
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
Tag
Yodlee
40 articles
Articles tagged "Yodlee"
Page 3 of 3Jul 20, 2017
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
Mar 7, 2016
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
Feb 29, 2016
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
Jan 11, 2016
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
Sep 24, 2015
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
Sep 10, 2015
A long-form explanation of why -- Wall Street be damned -- Envestnet's purchase of Yodlee might make sense
Nothing will deter the Chicago outsourcer from a future infused with data, according to Envestnet strategy chief Lincoln Ross, who'll shoulder the credit or take the blame for the deal's outcome
Sep 1, 2015
Quovo rakes in $4.75 million from VC backers and a triumvirate of angel RIAs: Carson, Bicknell and Lockshin
The mini-Yodlee is ready to play the feisty startup role in the RIA account aggregation market
Aug 12, 2015
Envestnet stock skidded 35% -- so will it force a rethinking of the Yodlee deal?
The Chicago-based outsourcer's bid to increase shareholder value hazards a counterproductive outcome
Aug 10, 2015
Envestnet buys Yodlee and its treasure trove of 'permissioned' data by selling its vision of the future of financial advice
The Chicago overachiever's deal is its third Silicon Valley acquisition overall, and second this year