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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Sectors
Technology
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Email
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Phone
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Website
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Social
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Platform for personalizing and distributing investment products globally.
Tools to construct and manage scalable investment solutions.
Analytics for unlocking insights in investment portfolios.
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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.
- Total Funding Total Funding
- Total Rounds 3
- Last Round Series A — $18.0M
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First Round
First Round
(16 Dec 2020)
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct, 2021 | Amount | Series A - YieldX | Valuation | Envestnet |
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| Apr, 2021 | Amount | Seed - YieldX | Valuation |
investors |
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| Dec, 2020 | Amount | Seed - YieldX | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in YieldX
YieldX has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include FNZ and Envestnet. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Cloud-based solutions are offered for wealth management and financial advising.
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Founded Year | Domain | Location | |
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Wealth management solutions are delivered for asset managers.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by YieldX
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - YieldX
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Yieldx Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Margin lending services are provided by Frec to financial clients.
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| domain | founded_year | HQ Location |
Tidal Financial Group is recognized for ETF platform services.
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| domain | founded_year | HQ Location |
Proprietary indexes are developed for asset management strategies.
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| domain | founded_year | HQ Location |
Portfolio management solutions for wealth managers are provided by Qutke.
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| domain | founded_year | HQ Location |
AI-enabled ETFs portfolio management tools are provided for asset managers.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Yieldx
Frequently Asked Questions about YieldX
When was YieldX founded?
YieldX was founded in 2020.
Where is YieldX located?
YieldX is headquartered in Miami, United States. It is registered at Miami, Florida, United States.
Is YieldX a funded company?
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 16, 2020.
What does YieldX do?
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.
Who are the top competitors of YieldX?
YieldX's top competitors include Frec, Tidal Financial Group and AdvisorShares.
What products or services does YieldX offer?
YieldX offers Digital Asset Management Platform, Automation Tools, and Advanced Analytics.
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