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Articles tagged "Yodlee"


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Lincoln Ross: That picture the advisor gets in sitting down with a client changes potentially the moment the client walks out the door.

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

September 10, 2015 at 7:59 PM

Lowell Putnam: Our vision is to take data that used to take weeks or months and we want to get that to advisors on a daily basis.

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

September 1, 2015 at 5:05 PM

Jud Bergman: So, you're basically asking if you need a quart of milk, why did you buy the cow. Is that what you're asking, Chris?

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

August 12, 2015 at 2:59 AM

Anil Arora: There’s an enormous transformation going on in financial services, and we’re going to accelerate that.

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

August 10, 2015 at 10:11 PM

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