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.

6 APIs 0 Features

FinancialWealth ManagementOpen BankingAccount Aggregation

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 da...

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 financi...

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 yield...

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 ...

Envestnet Insights API

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.

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 ...

Resources

👥

GitHubOrganization

Sources

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
    - type: NaftikoCapability
      url: capabilities/account-aggregation-accounts.yaml
    - type: NaftikoCapability
      url: capabilities/account-aggregation-auth.yaml
    - type: NaftikoCapability
      url: capabilities/account-aggregation-configs.yaml
    - type: NaftikoCapability
      url: capabilities/account-aggregation-consents.yaml
    - type: NaftikoCapability
      url: capabilities/account-aggregation-dataextracts.yaml
    - type: NaftikoCapability
      url: capabilities/account-aggregation-derived.yaml
    - type: NaftikoCapability
      url: capabilities/account-aggregation-documents.yaml
    - type: NaftikoCapability
      url: capabilities/account-aggregation-holdings.yaml
    - type: NaftikoCapability
      url: capabilities/account-aggregation-provideraccounts.yaml
    - type: NaftikoCapability
      url: capabilities/account-aggregation-providers.yaml
    - type: NaftikoCapability
      url: capabilities/account-aggregation-statements.yaml
    - type: NaftikoCapability
      url: capabilities/account-aggregation-transactions.yaml
    - type: NaftikoCapability
      url: capabilities/account-aggregation-user.yaml
  - 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
    - type: NaftikoCapability
      url: capabilities/account-token-account-token.yaml
    - type: NaftikoCapability
      url: capabilities/account-token-auth.yaml
    - type: NaftikoCapability
      url: capabilities/account-token-payment-processor.yaml
  - 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
    - type: NaftikoCapability
      url: capabilities/verification-account-token.yaml
    - type: NaftikoCapability
      url: capabilities/verification-accounts.yaml
    - type: NaftikoCapability
      url: capabilities/verification-auth.yaml
    - type: NaftikoCapability
      url: capabilities/verification-configs.yaml
    - type: NaftikoCapability
      url: capabilities/verification-provideraccounts.yaml
    - type: NaftikoCapability
      url: capabilities/verification-providers.yaml
    - type: NaftikoCapability
      url: capabilities/verification-transactions.yaml
    - type: NaftikoCapability
      url: capabilities/verification-user.yaml
    - type: NaftikoCapability
      url: capabilities/verification-verification.yaml
    - type: NaftikoCapability
      url: capabilities/verification-verify-account.yaml
  - 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
    - type: NaftikoCapability
      url: capabilities/credit-accelerator-auth.yaml
    - type: NaftikoCapability
      url: capabilities/credit-accelerator-configs.yaml
    - type: NaftikoCapability
      url: capabilities/credit-accelerator-creditacceleratorfile.yaml
  - 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
    - type: NaftikoCapability
      url: capabilities/insights-associated-details.yaml
    - type: NaftikoCapability
      url: capabilities/insights-customer.yaml
    - type: NaftikoCapability
      url: capabilities/insights-user.yaml
  - 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
    - type: NaftikoCapability
      url: capabilities/personalized-views-view.yaml
common:
  - type: GitHubOrganization
    url: https://github.com/yodlee
  - type: Website
    url: https://www.envestnet.com/
  - type: Developer Portal
    url: https://developer.envestnet.com/
  - type: Use Cases
    url: https://developer.envestnet.com/use-cases
  - type: Releases
    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