Bill Parsons


Prior to joining TIFIN, Bill was Group President, for the Envestnet/Yodlee Data and Analytics business leading their efforts to build and take to market AI and ML-driven solutions focused on Investment Research, Customer Research, Credit, and Market Research sectors. Over his 14 years at Envestnet/Yodlee Bill also led their Banking and Wealth Management business globally, and the US FinTech group. Additionally, Bill led the Envestnet/Yodlee Products organization for three years focused on creating and delivering B2B2C cloud-based solutions aimed at improving the financial health of all consumers. These solutions included AI-led Client and Advisor Financial Wellness applications, Wealth Management solutions, Data Aggregation and Enrichment services, ID Verification, and Data Insights and Reporting solutions.  

Bill has extensive experience in domestic and international enterprise sales, products, client success, channels, government relations, and customer care. He is tenured in solutions that include advanced analytics, artificial intelligence, and machine learning-driven functionality targeted at the wealth management, fintech, and banking sectors.  

Bill is a graduate of San Diego State University with a degree in Business and Marketing. He volunteers regularly at Open Heart Kitchen serving the needs of local communities in Northern California.