Yodlee, a pioneer in open finance and trusted technology and data ally to the world’s leading financial institutions, announced the close of its acquisition by STG, a private equity firm recognized for scaling transformational software, data, and analytics companies. This milestone marks more than a change in ownership, it is the official launch of a new, independent Yodlee brand with a bold mission: to power the next chapter of connected financial experiences.
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“Yodlee is stepping forward with a revitalized identity and an even greater ambition, to empower the financial services industry with enterprise-grade intelligence, innovation, and human-centered design,” said Farouk Ferchichi, CEO of Yodlee.
“Yodlee is stepping forward with a revitalized identity and an even greater ambition, to empower the financial services industry with enterprise-grade intelligence, innovation, and human-centered design,” said Farouk Ferchichi, CEO of Yodlee. “STG’s proven leadership in software, data and analytics gives us the strategic advantage to accelerate innovation and better serve our customers.”
For over 25 years, Yodlee has helped financial institutions transform financial data into intelligence and personalized experiences. Yodlee doubles down on that mission, now with a clearer, more confident voice in the market.
- Independent and Insight-Driven: With its independence elevated through STG partnership, Yodlee gains agility and autonomy to push boundaries in embedded finance, hyper-personalization, and AI-powered decisioning.
- Purpose-Built for Financial Leaders: The company’s human-centered, enterprise-grade platform supports many leading financial institutions, including 14 of the 20 largest U.S. Financial Institutions.
STG’s acquisition is more than a capital shift; it’s a strategic alliance with a leader known for building data-first category brands.
“Yodlee has long stood at the intersection of trust, intelligence, and innovation,” said Marc Bala, Managing Director at STG. “We’re thrilled to partner with the Yodlee team to elevate Yodlee’s market presence, accelerate growth, and capture what’s possible in open finance.”
STG brings strategic depth and operational scale, equipping Yodlee with tools to evolve faster, serve smarter, and lead more boldly.
Yodlee’s leadership remains unchanged, ensuring stability for customers while injecting fresh momentum. With STG’s support, the team will amplify its legacy of market-defining innovation, industry-proven data aggregation, and intelligent personalization.
“Our foundation remains rooted in responsibility, privacy, and innovation,” added Ferchichi. “Now, with STG’s backing, we’re prepared to turn transformation into tangible outcomes for our partners across North America and beyond.”
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