YODLEE, INC.

Company Details

Entity Name:	YODLEE, INC.
Jurisdiction:	FLORIDA
Filing Type:	Foreign Profit Corporation
Status:	Active
Date Filed:	01 Feb 2018 (7 years ago)
Document Number:	F18000000547
FEI/EIN Number	33-0843318
Address:	621 Hillsborough St., Raleigh, NC 27603
Mail Address:	621 Hillsborough St., Raleigh, NC 27603
Place of Formation:	DELAWARE

Agent

Name	Role
C T CORPORATION SYSTEM	Agent

President

Name	Role	Address
Crager, Bill	President	621 Hillsborough St., Raleigh, NC 27603

Director

Name	Role	Address
Crager, Bill	Director	621 Hillsborough St., Raleigh, NC 27603

Chief Legal Officer

Name	Role	Address
O'Brien, Shelly	Chief Legal Officer	621 Hillsborough St., Raleigh, NC 27603

Group President

Name	Role	Address
Ferchichi, Farouk	Group President	621 Hillsborough St., Raleigh, NC 27603

Envestnet Data and Analytics

Name	Role	Address
Ferchichi, Farouk	Envestnet Data and Analytics	621 Hillsborough St., Raleigh, NC 27603

Chief Operating Officer Envestnet Data

Name	Role	Address
Anur, Arun	Chief Operating Officer Envestnet Data	621 Hillsborough St., Raleigh, NC 27603

Analytics

Name	Role	Address
Anur, Arun	Analytics	621 Hillsborough St., Raleigh, NC 27603

Head of Finance

Name	Role	Address
Beals, Brad	Head of Finance	621 Hillsborough St., Raleigh, NC 27603

Head of Tax

Name	Role	Address
Lundrigan, Lori	Head of Tax	621 Hillsborough St., Raleigh, NC 27603

Vice President

Name	Role	Address
Lundrigan, Lori	Vice President	621 Hillsborough St., Raleigh, NC 27603
Cooper, Barry	Vice President	621 Hillsborough St., Raleigh, NC 27603

General Counsel

Name	Role	Address
O'Brien, Shelly	General Counsel	621 Hillsborough St., Raleigh, NC 27603

Corporate Secretary

Name	Role	Address
O'Brien, Shelly	Corporate Secretary	621 Hillsborough St., Raleigh, NC 27603

Head of Accounting Management

Name	Role	Address
Cooper, Barry	Head of Accounting Management	621 Hillsborough St., Raleigh, NC 27603

Chief Financial Officer

Name	Role	Address
Warren, Josh	Chief Financial Officer	621 Hillsborough St., Raleigh, NC 27603

Treasurer

Name	Role	Address
Warren, Josh	Treasurer	621 Hillsborough St., Raleigh, NC 27603

Events

Event Type	Filed Date	Value	Description
CHANGE OF PRINCIPAL ADDRESS	2024-04-16	621 Hillsborough St., Raleigh, NC 27603	No data
CHANGE OF MAILING ADDRESS	2024-04-16	621 Hillsborough St., Raleigh, NC 27603	No data

Documents

Name	Date
ANNUAL REPORT	2024-04-16
AMENDED ANNUAL REPORT	2023-05-31
ANNUAL REPORT	2023-03-03
ANNUAL REPORT	2022-03-31
ANNUAL REPORT	2021-04-23
ANNUAL REPORT	2020-05-29
ANNUAL REPORT	2019-03-22
Foreign Profit	2018-02-01

Date of last update: 18 Jan 2025

Sources: Florida Department of State