Envestnet

aid: envestnet
name: Envestnet
description: 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.
type: Index
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
tags:
- Financial
- Wealth Management
- Open Banking
- Account Aggregation
url: https://raw.githubusercontent.com/api-evangelist/envestnet/refs/heads/main/apis.yml
created: '2023-11-20'
modified: '2026-05-19'
specificationVersion: '0.19'
position: Consumer
access: 3rd-Party
apis:
- aid: envestnet:envestnet-account-aggregation-api
  name: Envestnet Account Aggregation API
  description: 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.
  humanURL: https://developer.envestnet.com/products/yodlee/account-aggregation
  tags:
  - Account Aggregation
  - Open Banking
  properties:
  - type: Documentation
    url: https://developer.envestnet.com/products/yodlee/account-aggregation/docs/api-reference
  - type: OpenAPI
    url: openapi/envestnet-account-aggregation-openapi-original.yml
- aid: envestnet:envestnet-account-token-api
  name: Envestnet Account Token APIs
  description: 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.
    The endpoints allow customers to create an account-specific token that payment processors can use to retrieve account
    information.
  humanURL: https://developer.envestnet.com/products/yodlee/account-token/docs/api-reference
  tags:
  - Account Token
  - Payments
  properties:
  - type: Documentation
    url: https://developer.envestnet.com/products/yodlee/account-token/docs/api-reference
  - type: OpenAPI
    url: openapi/envestnet-account-token-openapi-original.yml
- aid: envestnet:envestnet-account-verification-api
  name: Envestnet Account Verification APIs
  description: 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 for the problem you're trying to
    solve, such as routing number lookup and balance verification.
  humanURL: https://developer.envestnet.com/products/yodlee/account-verification/docs
  tags:
  - Verification
  - Payments
  properties:
  - type: Documentation
    url: https://developer.envestnet.com/products/yodlee/account-verification/docs
  - type: OpenAPI
    url: openapi/envestnet-verification-openapi-original.yml
- aid: envestnet:envestnet-credit-accelerator-api
  name: Envestnet Credit Accelerator API
  description: 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.
  humanURL: https://developer.envestnet.com/resources/yodlee/credit-accelerator/docs/api-reference
  tags:
  - Credit
  - Underwriting
  properties:
  - type: Documentation
    url: https://developer.envestnet.com/resources/yodlee/credit-accelerator/docs/api-reference
  - type: OpenAPI
    url: openapi/envestnet-credit-accelerator-openapi-original.yml
- aid: envestnet:envestnet-insights-api
  name: Envestnet Insights API
  description: Financial Insights APIs provide intelligent, personalized, and actionable insights to your end-users. This
    product details the APIs offered as part of the insights product.
  humanURL: https://developer.envestnet.com/products/yodlee/insights/docs/api-reference
  tags:
  - Insights
  - Personalization
  properties:
  - type: Documentation
    url: https://developer.envestnet.com/products/yodlee/insights/docs/api-reference
  - type: OpenAPI
    url: openapi/envestnet-insights-openapi-original.yml
- aid: envestnet:envestnet-personalized-view-api
  name: Envestnet Personalized View API
  description: 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, that are of interest to your users.
  humanURL: https://developer.envestnet.com/products/yodlee/personalized-views/docs/api-reference
  tags:
  - Personalized Views
  - Transactions
  properties:
  - type: Documentation
    url: https://developer.envestnet.com/products/yodlee/personalized-views/docs/api-reference
  - type: OpenAPI
    url: openapi/envestnet-personalized-views-openapi-original.yml
common:
- type: GitHubOrganization
  url: https://github.com/yodlee
- type: Website
  url: https://www.envestnet.com/
- type: DeveloperPortal
  url: https://developer.envestnet.com/
- type: UseCases
  url: https://developer.envestnet.com/use-cases
- type: ReleaseNotes
  url: https://developer.envestnet.com/resources?type=release
- type: Blog
  url: https://developer.envestnet.com/resources?type=blog
- type: Events
  url: https://developer.envestnet.com/resources?type=events
- type: Contact
  url: https://developer.envestnet.com/contact-us
- type: Press
  url: https://www.envestnet.com/press
- type: PrivacyPolicy
  url: https://www.envestnet.com/privacy
- type: TermsOfService
  url: https://www.envestnet.com/legal
- type: LinkedIn
  url: https://www.linkedin.com/company/envestnet/
- type: Integrations
  url: https://www.envestnet.com/integrations
integrations:
- name: Integration Hero
- name: Nitrogen
- name: Docusign
- name: SS&C Salentica
- name: Fiduciary Exchange (Insurance Exchange)
- name: eMoney
- name: FIDX Desk
- name: iCapital
- name: Fynancial
- name: OneVest
- name: GiftingNetwork
- name: Morningstar Direct Advisory Suite
- name: SmartOffice
- name: Canoe
- name: CAIS
- name: Arch
- name: Wealthbox
- name: Redtail
- name: Skience
- name: Practifi
- name: Salesforce
- name: Docupace
- name: Advisor Center
- name: AdvisorEngine
- name: iRetire
- name: Tamarac Unified Managed Accounts
- name: Arrow
- name: Integration_Text
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com