About YieldX
YieldX is a Technology company based in Miami (United States) founded in 2020, and was acquired by FNZ in January 2023. Portfolio management solutions are offered for fixed income wealth managers. YieldX has raised $22.06 million across 3 funding rounds from investors including FNZ and Envestnet. YieldX offers products and services including Digital Asset Management Platform, Automation Tools, and Advanced Analytics. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Suite. Its competitors include Frec, Tidal Financial Group and EQM Indexes; 2 of its 3 listed competitors have raised funding.
Company details
YieldX was founded in 2020 and is based in Miami, United States. Solutions for portfolio management in the fixed income sector are provided to wealth managers through API integrations with existing platforms. An end-to-end platform is offered for handling workflows, data analytics, risk assessment, and optimization. A suite of applications supports portfolio construction and related capabilities.
- Headquarters Miami, United States
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Website yieldx.app
- Social LinkedIn
- Acquired by FNZ (Jan 2023)
Products & Services of YieldX
YieldX offers a comprehensive portfolio of products and services, including Digital Asset Management Platform, Automation Tools, and Advanced Analytics.
Platform for personalizing and distributing investment products globally.
Tools to construct and manage scalable investment solutions.
Analytics for unlocking insights in investment portfolios.
Funding Insights of YieldX
YieldX has successfully raised a total of $22.06M across 3 strategic funding rounds. The most recent funding activity was a Series A round of $18 million completed in October 2021. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $22.06M
- Total Rounds 3
- Last Round Series A — $18M
- First Round $2M
(Dec 2020)
- Investors Count 1
All 3 funding rounds of YieldX with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2021 | $18M | Series A | – | Envestnet | – |
| Apr 2021 | $2.06M | Seed | – | – | – |
| Dec 2020 | $2M | Seed | – | – | – |
2 investors in total: 2 institutional.
Investors in YieldX
YieldX has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include FNZ and Envestnet.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Cloud-based solutions are offered for wealth management and financial advising. | 1999 | envestnet.com | Berwyn, United States | |
Wealth management solutions are delivered for asset managers. | 2003 | fnz.com | London, United Kingdom |
Investor details for YieldX
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People of YieldX
10 people are tracked at YieldX (7 in leadership, 3 in team).
| Name | Role | Group |
|---|---|---|
Rolito Trintinalia | Chief Experience Officer | Leadership |
Kenneth Kim | CFO | Leadership |
Kimberly Beck | Chief Marketing Officer | Leadership |
Anthony Petrancosta | VP of Product | Leadership |
Brian Song | Head Quant | Leadership |
Rafael "Rolito" Trintinalia | Chief Experience Officer | Leadership |
Michael Ursitti | Vice President, Business Development | Leadership |
Thomas James Slater | Full Stack Developer Team Lead | Team |
Dov Salomon | DevOps Engineer | Team |
Stephen Saltalamacchia | Full Stack Developer | Team |
Complete people profiles for YieldX
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Timeline of YieldX
4 dated milestones of YieldX across 3 years, from founding to its latest funding, stage changes and deals.
- Founded YieldX is founded.
- Funding First funding round of $2.0M.
- Funding Latest funding round, Series A, of $18.0M.
- Exit Acquired by FNZ.
Competitors of YieldX
YieldX has 3 listed competitors in our database, 2 of them funded. They include Frec, Tidal Financial Group and EQM Indexes.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| frec.com | 2021 | San Francisco, United States | $26.4M | 16 | Margin lending services are provided by Frec to financial clients. | |
| tidalfinancialgroup.com | 2012 | New York, United States | $32M | Tidal Financial Group is recognized for ETF platform services. | ||
| eqmindexes.com | 2016 | San Diego, United States | Proprietary indexes are developed for asset management strategies. |
Detailed competitors of YieldX
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- Full competitor set
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Top companies in Investment & Financial Technology
3 companies that operate in the same segment as YieldX (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Frequently Asked Questions about YieldX
YieldX was founded in 2020.
YieldX is headquartered in Miami, United States. It is registered at Miami, Florida, United States.
YieldX is a funded company, having raised a total of $22.06M across 3 funding rounds to date. The company's 1st funding round was a Seed of $2M, raised on Dec 2020.
YieldX was founded in 2020 and is based in Miami, United States. Solutions for portfolio management in the fixed income sector are provided to wealth managers through API integrations with existing platforms. An end-to-end platform is offered for handling workflows, data analytics, risk assessment, and optimization. A suite of applications supports portfolio construction and related capabilities.
YieldX's top competitors include Frec, Tidal Financial Group and EQM Indexes.
YieldX offers Digital Asset Management Platform, Automation Tools, and Advanced Analytics.
Yes. YieldX was acquired by FNZ in January 2023.