About YieldX
YieldX is a company based in Miami (United States) founded in 2020 was acquired by FNZ in January 2023. 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. YieldX operates in a competitive market with competitors including Frec, Tidal Financial Group, EQM Indexes, Qutke and Algo-Chain, among others.
- Headquarter Miami, United States
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Technology
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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.
People of YieldX
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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.
Investors in YieldX
YieldX has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include FNZ and Envestnet.
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Cloud-based solutions are offered for wealth management and financial advising.
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Wealth management solutions are delivered for asset managers.
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Investor details for YieldX
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Investments & Acquisitions by YieldX
Investment portfolio details for YieldX
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Financial Statements - YieldX
Detailed financials for YieldX
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Yieldx Comparisons
Peer comparison for YieldX
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Competitors of YieldX
YieldX operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Frec, Tidal Financial Group, EQM Indexes, Qutke and Algo-Chain, among others.
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Margin lending services are provided by Frec to financial clients.
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Tidal Financial Group is recognized for ETF platform services.
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Proprietary indexes are developed for asset management strategies.
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Portfolio management solutions for wealth managers are provided by Qutke.
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AI-enabled ETFs portfolio management tools are provided for asset managers.
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Detailed competitors of YieldX
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Latest news on Yieldx
Complete news archive for YieldX
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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.
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 AdvisorShares.
YieldX offers Digital Asset Management Platform, Automation Tools, and Advanced Analytics.