| Name: | YODLEE, INC. |
| Jurisdiction: | Rhode Island |
| Entity type: | Foreign Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 07 Jun 2023 (2 years ago) |
| Identification Number: | 001758631 |
| Place of Formation: | DELAWARE |
| Principal Address: | 621 HILLSBOROUGH STREET, RALEIGH, NC, 27603, USA |
| Purpose: | DATA PROCESSING |
NAICS
523930 Investment AdviceThis industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau
| Name | Role | Address |
|---|---|---|
| CT CORPORATION SYSTEM | Agent | 450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA |
| Name | Role | Address |
|---|---|---|
| BILL CRAGER | PRESIDENT | 1000 CHESTERBROOK BOULEVARD, SUITE 250 BERWYN, PA 19312 USA |
| Name | Role | Address |
|---|---|---|
| LORI LUNDRIGAN | VICE PRESIDENT | 1801 CALIFORNIA ST, 23RD FLOOR DENVER, CO 80202 USA |
| BARRY COOPER | VICE PRESIDENT | 1801 CALIFORNIA ST, 23RD FLOOR DENVER, CO 80202 USA |
| Name | Role | Address |
|---|---|---|
| JOSH WARREN | TREASURER & CFO | 1 NORTH WACKER DRIVE, SUITE 1925 CHICAGO, IL 60606 USA |
| Name | Role | Address |
|---|---|---|
| BILL CRAGER | DIRECTOR | 1000 CHESTERBROOK BOULEVARD, SUITE 250 BERWYN, PA 19312 USA |
| Number | Name | File Date |
|---|---|---|
| 202450853290 | Annual Report | 2024-04-11 |
| 202336669810 | Application for Certificate of Authority | 2023-06-07 |
Date of last update: 29 Oct 2024
Sources: Rhode Island Department of State
