About BetaNXT
BetaNXT is a Financial Services company based in New York (United States) founded in 2022. Wealth management data and technology solutions are provided. It operates in the Financial Services and Technology sectors. The company has 119 employees. BetaNXT has completed 2 acquisitions, including Delta Data and MEDIANT. Its chief executive, as recorded, is Stephen C Daffron. Its website betanxt.com draws about 13 thousand monthly visits. Its Indian entity Betanxt India Private Limited reported revenue of ₹75.97 Cr. BetaNXT offers products and services including DataXChange, TrustWealthX, and CastX. Its focus areas include Services for Investment Industry, FinTech, Investment Tech and Wealth Management IT. Similar companies include Addepar, sei and Envestnet; 1 of its 3 listed similar companies has raised funding.
Company details
Provider of wealth management data and technology solutions. It offers platforms, products, and partnerships to streamline processes across the investment lifecycle. These solutions encompass pre-trade and trading workflows, clearing and settlement, account and asset servicing, investor communications, and data management. A key offering is a cloud-based, real-time data management platform designed to improve data exchange for wealth management firms and their partners. Additional solutions focus on optimizing trust operations, streamlining corporate actions, and enhancing shareholder engagement through digital meeting technologies.
- Headquarters New York, United States
- Employees 119
- SectorsFinancial ServicesTechnology
- Website category Finance · Accounting and Auditing
- Email••••••••
- Website betanxt.com
- Social LinkedIn
- Legal Name Betanxt India Private Limited
- Date of Incorporation 24 Mar, 2021
- Jurisdiction Bangalore, Karnataka, India
- Indian entity revenue₹75.97 Cr
FY 2025 · +36% YoY
- Indian entity net profit₹7.01 Cr
FY 2025 · 9% margin
- Indian entity EBITDA₹17.00 Cr
FY 2025 · 22% margin
- Employee Count119
- Investments & AcquisitionsDelta Data
& 1 more
Associated legal entities of BetaNXT
BetaNXT operates through Betanxt India Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Betanxt India Private Limited CIN U72900KA2021PTC145810 | Active | 24 Mar 2021 | Bangalore, Karnataka | ₹76.0 Cr | 119 | 3 | View details |
Products & Services of BetaNXT
BetaNXT offers a comprehensive portfolio of products and services, including DataXChange, TrustWealthX, and CastX.
Cloud-based real-time data exchange for wealth firms.
Optimizes trust and brokerage operations with real-time solutions.
Automates corporate actions for efficiency and risk reduction.
Board of directors of Betanxt India Private Limited (BetaNXT)
Betanxt India Private Limited is the primary company behind BetaNXT. The board of Betanxt India Private Limited currently have 2 directors; the longest-serving is Anitha Prasad, appointed in 2022. 9 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Anitha Prasad DIN 08572206 | Whole-time director | 16 Aug 2022 | 4 yrs 2 mo | Betanxt India Private Limited |
| Donald Patrick Henderson DIN 09792189 | Director | 09 Dec 2022 | 3 yrs 10 mo | Betanxt India Private Limited |
People of BetaNXT
121 people are tracked at BetaNXT (38 in leadership, 83 in team); the tracked headcount is 119.
| Name | Role | Group |
|---|---|---|
Stephen C Daffron | CEO & Chairman | Leadership |
Scott Feit | Vice President, Product Sales And Solutions, Client Communications | Leadership |
Radhika Deshpande | Associate Director | Leadership |
Mikhail Rogov | Head Of Development | Leadership |
Jonathan Reeve | Head, Product Strategy & Development, Beta | Leadership |
Ernest Carducci | Head Of Client Communications | Leadership |
Anatoli Arkhipenko | Head Of Technology Transformation And Initiatives | Leadership |
Brian Walsh | Vice President, Enterprise Solutions | Leadership |
Laura Barger | Head, Marketing & Communications | Leadership |
Daniel Ciavarella | Global Head, Sales | Leadership |
Don Henderson | Chief Technology Officer | Leadership |
Lisa Warren | Chief Customer Officer, Mediant | Leadership |
Sherri Dixon | Head, Finance | Leadership |
Tim Rutka | President, Beta | Leadership |
Chris Nobles | CTO, Mediant | Leadership |
Caroline O'Connell | Chief Administrative Officer | Leadership |
Thomas Ryan | Chief Legal Officer | Leadership |
Peter Smith | CFO | Leadership |
Meghan Tamasco | Head, Business Enablement | Leadership |
Stacie Frost | Director Sales Operations | Leadership |
101 more people are available in the full profile.
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Financials of BetaNXT
Figures of Betanxt India Private Limited, the primary company behind BetaNXT, for FY 2025. Revenue was ₹75.97 Cr (+36% year on year). Net profit was ₹7.01 Cr (9% margin). EBITDA was ₹17.00 Cr (22% margin).
- ₹75.97 CrRevenue · FY 2025 · +36% YoY
- ₹7.01 CrNet profit · 9% margin
- ₹17.00 CrEBITDA · 22% margin
- ₹12.51 CrPaid-up capital
- 119Employees (provident fund records)
Balance sheet, profit and loss, cash flow and ratios of Betanxt India Private Limited are on its company page.
Detailed financial statements for BetaNXT
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Investments & Acquisitions by BetaNXT
BetaNXT has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Delta Data and MEDIANT.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Mutual fund data and practice management solutions are provided. | deltadata.com | Columbus, United States | 1985 | May 2025 | •••• | |
Investor relations solutions are delivered online to financial enterprises. | mediant.com | New York, United States | 2002 | Mar 2023 | •••• |
Complete acquisition details for BetaNXT
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Timeline of BetaNXT
3 dated milestones of BetaNXT across 3 years, from founding to its latest funding, stage changes and deals.
- Founded BetaNXT is founded.
- Acquisition Acquires MEDIANT.
- Acquisition Acquires Delta Data.
Similar companies to BetaNXT
BetaNXT has 3 listed similar companies in our database, 1 of them funded. They include Addepar, sei and Envestnet.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| addepar.com | 2009 | Mountain View, United States | $759.1M | 560 | Wealth management solutions are delivered for investment advisors. | |
| seic.com | 1968 | Oaks, United States | 5,061 | Wealth and investment management solutions are offered to institutional investors. | ||
| envestnet.com | 1999 | Berwyn, United States | 1,342 | Cloud-based solutions are offered for wealth management and financial advising. |
Detailed similar companies of BetaNXT
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Web traffic of BetaNXT
The website of BetaNXT (betanxt.com) receives about 12.6K visits a month and ranks #2,250,151 among all websites worldwide, #5,248 in Accounting and Auditing.
- Monthly visits12.6K
▲ 51.3% vs previous month
- Unique visitors3.3K
per month
- Global rank#2,250,151
among all websites
- Category rank#5,248
Finance · Accounting and Auditing
- Bounce rate44%
- Pages per visit2.5
- Average visit2 min 43 sec
- DevicesDesktop 60% · Mobile 40%
Websites whose visitors overlap most with BetaNXT. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| lseg.com | 100% | 813.5K | #40,722 | View details | |
| wealthmanagement.com | 67% | 206.6K | #257,816 | View details | |
| preqin.com | 67% | 383.3K | #102,996 | View details |
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as BetaNXT (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Betanxt
Complete news archive for BetaNXT
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Frequently Asked Questions about BetaNXT
BetaNXT was founded in 2022.
BetaNXT is headquartered in New York, United States. It is registered at New York, New York, United States.
Stephen C Daffron is the CEO of BetaNXT, as recorded in our data.
BetaNXT has 119 employees.
The primary company behind BetaNXT, Betanxt India Private Limited, reported revenue of ₹75.97 Cr for FY 2025, up 36% year on year.
Provider of wealth management data and technology solutions. It offers platforms, products, and partnerships to streamline processes across the investment lifecycle. These solutions encompass pre-trade and trading workflows, clearing and settlement, account and asset servicing, investor communications, and data management. A key offering is a cloud-based, real-time data management platform designed to improve data exchange for wealth management firms and their partners. Additional solutions focus on optimizing trust operations, streamlining corporate actions, and enhancing shareholder engagement through digital meeting technologies.
BetaNXT offers DataXChange, TrustWealthX, and CastX.
BetaNXT has made 2 acquisitions, including Delta Data, and MEDIANT.
BetaNXT operates through Betanxt India Private Limited.
The legal entities of BetaNXT currently have 3 directors, including Anitha Prasad, Donald Patrick Henderson, Rajasekaran Ramya.