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Envestnet (envestnet)

Envestnet is an ever-evolving network of data-driven services, products, tools, and technologies designed to enable the Intelligent Financial Life. Our robust financial wellness ecosystem offers solutions for every role in the financial advice industry, including the Yodlee account aggregation, verification, credit, insights, and personalized view APIs.

URL: Visit APIs.json URL

Scope

  • Type: Index
  • Position: Consumer
  • Access: 3rd-Party

Tags

  • Financial
  • Wealth Management
  • Open Banking
  • Account Aggregation

Timestamps

  • Created: 2023-11-20
  • Modified: 2026-04-28

APIs

Envestnet Account Aggregation API

Aggregation APIs give you the power to access accounts at most institutions in the industry, combined with the industry's best data enrichment augmented by powerful AI-driven data analysis, all from a single open-banking-ready platform.

Human URL: https://developer.envestnet.com/products/yodlee/account-aggregation

Tags

  • Account Aggregation
  • Open Banking

Properties

Envestnet Account Token APIs

Financial institutions or FinTech customers using the account verification product to provide digital payment services can eliminate the risk of storing users' sensitive financial account information by using Account Token endpoints.

Human URL: https://developer.envestnet.com/products/yodlee/account-token/docs/api-reference

Tags

  • Account Token
  • Payments

Properties

Envestnet Account Verification APIs

Verifying an account using Yodlee enables payments, helps avoid overdrafts, reduces fraud, and more. Verification means your user has authenticated against the account and yields detailed information such as routing number lookup and balance verification.

Human URL: https://developer.envestnet.com/products/yodlee/account-verification/docs

Tags

  • Verification
  • Payments

Properties

Envestnet Credit Accelerator API

The Envestnet D&A Credit LLC Credit Accelerator solution allows consumers to link their accounts across financial institutions and generate a Credit Accelerator File for use in loan underwriting or another credit review and approval process.

Human URL: https://developer.envestnet.com/resources/yodlee/credit-accelerator/docs/api-reference

Tags

  • Credit
  • Underwriting

Properties

Envestnet Insights API

Financial Insights APIs provide intelligent, personalized, and actionable insights to your end-users.

Human URL: https://developer.envestnet.com/products/yodlee/insights/docs/api-reference

Tags

  • Insights
  • Personalization

Properties

Envestnet Personalized View API

Views APIs enable end users to create personalized views of their finances for any expenses, hobbies, or projects relevant to them. A view is a collection of transactions based on rules across any combination of accounts, categories, merchants, locations, transaction types, and more.

Human URL: https://developer.envestnet.com/products/yodlee/personalized-views/docs/api-reference

Tags

  • Personalized Views
  • Transactions

Properties

Common Properties

Maintainers

FN: Kin Lane

Email: kin@apievangelist.com

About

Envestnet is an ever-evolving network of data-driven services, products, tools, and technologies designed to enable the Intelligent Financial Life.

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