YODLEE, INC.

Company Details

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
Purpose:	DATA PROCESSING
Principal Address:	621 HILLSBOROUGH ST., RALEIGH, NC, 27603, USA

Industry & Business Activity

NAICS

523930 Investment Advice

This 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

Agent

Name	Role	Address
CT CORPORATION SYSTEM	Agent	450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA

VICE PRESIDENT

Name	Role	Address
BARRY COOPER	VICE PRESIDENT	1801 CALIFORNIA ST., FLOOR 23 DENVER, CO 80202 USA
ARUN ANUR	VICE PRESIDENT	621 HILLSBOROUGH STREET RALEIGH, NC 27603 USA
BRAD BEALS	VICE PRESIDENT	621 HILLSBOROUGH STREET RALEIGH, NC 27603 USA
FAROUK FERCHICHI	VICE PRESIDENT	1000 CHESTERBROOK BLVD, SUITE 250 BERWYN, PA 19312 USA

PRESIDENT

Name	Role	Address
JAMES FOX	PRESIDENT	1000 CHESTERBROOK BLVD, SUITE 250 BERWYN, PA 19312 USA

TREASURER

Name	Role	Address
JOSHUA WARREN	TREASURER	ONE NORTH WACKER, SUITE 1925 CHICAGO, IL 60606 USA

SECRETARY

Name	Role	Address
SHELLY O'BRIEN	SECRETARY	ONE NORTH WACKER, SUITE 1925 CHICAGO, IL 60606 USA

CFO

Name	Role	Address
JOSHUA WARREN	CFO	ONE NORTH WACKER, SUITE 1925 CHICAGO, IL 60606 USA

INTERIM CHIEF EXECUTIVE OFFICER

Name	Role	Address
JAMES FOX	INTERIM CHIEF EXECUTIVE OFFICER	1000 CHESTERBROOK BLVD, SUITE 250 BERWYN, PA 19312 USA

CHIEF OPERATING OFFICER, ENVESTNET DATA & ANALYTICS

Name	Role	Address
ARUN ANUR	CHIEF OPERATING OFFICER, ENVESTNET DATA & ANALYTICS	621 HILLSBOROUGH STREET RALEIGH, NC 27603 USA

HEAD OF ACCOUNTING MANAGEMENT

Name	Role	Address
BARRY COOPER	HEAD OF ACCOUNTING MANAGEMENT	1801 CALIFORNIA ST., FLOOR 23 DENVER, CO 80202 USA

HEAD OF FINANCE

Name	Role	Address
BRAD BEALS	HEAD OF FINANCE	621 HILLSBOROUGH STREET RALEIGH, NC 27603 USA

GROUP PRESIDENT, ENVESTNET DATA AND ANALYTICS

Name	Role	Address
FAROUK FERCHICHI	GROUP PRESIDENT, ENVESTNET DATA AND ANALYTICS	1000 CHESTERBROOK BLVD, SUITE 250 BERWYN, PA 19312 USA

DIRECTOR

Name	Role	Address
JAMES FOX	DIRECTOR	1000 CHESTERBROOK BLVD, SUITE 250 BERWYN, PA 19312 USA

Filings

Number	Name	File Date
202450853290	Annual Report	2024-04-11
202336669810	Application for Certificate of Authority	2023-06-07
202565622220	Annual Report	2025-02-25

Date of last update: 15 May 2025

Sources: Rhode Island Department of State