FinovateAsia 2013 / Yodlee
Presenter Profile:
How they describe themselves: Yodlee is the platform for financial innovation. With the largest collection of consumer and small business transactional data on the planet, Yodlee powers the next generation of digital services, from personal financial management (PFM) to digital wallets, and so much more.
How they describe their product/innovation: Most people have multiple “shared finances” in their life. Spouses. Children. Elderly parents. Accountants. Advisors. Friends. So Yodlee is introducing Tandem – the first collaborative financial app that lets users securely establish and manage their social financial relationships. From tagging transactions, to sharing documents, to sending money, to collaborating with advisors and accountants, Tandem gives users the power to establish financial circles based on levels of trust and account sharing access. And Tandem gives financial institutions the ultimate mobile banking app.
Product Distribution Strategy: Direct to Business (B2B), through financial institutions & through other fintech companies and platforms
Contacts:
Bus. Dev.: Jason O’Shaughnessy, International VP, jason@yodlee.com, +44 20 7664 8845
Press: Melanie Flanigan, Sr. Marketing Director, mflanigan@yodlee.com, +1-650-980-3707
Sales: Dhruv Manga, Regional Sales Director, dmanga@yodlee.com, +91 120 436 6081
Website: yodlee.com
Twitter: @yodlee
HQ Location: Redwood City, CA, USA
Founded: February 1999
Product Demoed: Yodlee Tandem
Product Launch: November 2013 (international)
Metrics: Yodlee is a global financial leader with 600+ customers, 50M+ users, and more than 700 employees worldwide. From leading financial institutions to Fortune 500 consumer service companies to the coolest startups, Yodlee powers innovative digital services shaping the future of customer interactions. With 25%+ year over year revenue growth, Yodlee continues to expand in existing and new markets globally.
Presenter(s): Katy Gibson (VP Applications), Melanie Flanigan (Head of Marketing)
- Key Executives
Anil Arora (President & CEO), Arjun Singh (Managing Director, India), Mike Armsby (CFO), Joe Polverari (Chief Strategy & Development Officer), Bill Parsons (CCO), Eric Connors (SVP Products) & Tim O’Brien (SVP Operations & Information Security)
Key Stats
- Key Board Members
Anil Arora (CEO, President & Director, Yodlee), Bud Colligan (Partner, Accel Partners), Gayle Crowell (Consultant, Warburg Pincus), Pat Hackett (Managing Director, Warburg Pincus), Bill Harris (CEO, Personal Capital), Betsey Nelson (Former CFO, MacroMedia) & Dennis Phelps (General Partner, Institutional Venture Partners)
- Key Investors
Accel Partners, Institutional Venture Partners & Warburg Pincus
- Key Customers
Yodlee powers 600+ customers around the world, including the top global financial institutions, Fortune 500 consumer service companies, and the coolest new startups. Global customers include Aditya Birla, ANZ, HSBC, ICICI Bank, YES Bank and many others.