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YieldX

Miami, FL

At YieldX, our mission is to democratize fixed income investing with a comprehensive ecosystem of digital tools that power personalization-at-scale. YieldX is an end-to-end digital platform with smart workflows, AI-powered analytics and a reimagined user experience for financial professionals and investors in the fixed income markets. Flexible and scalable technology eliminates time-consuming manual processes and replaces antiquated technology with a modern API-first infrastructure, while intuitive interfaces allow for pushbutton construction of custom portfolios tailored to an investor’s goals and risk tolerance within minutes. The enterprise-grade platform was designed to offer an unprecedented range of options - including a choice of end-to-end or a la carte solutions - to support a wide range of business strategies. RIAs, broker-dealers, banks, and fintech companies and family offices can use YieldX’s SaaS apps and API technology to deliver personalized and optimized fixed income solutions to their clients.

yieldx.app

Company Details

Founded

2020

Employees

Between 50 - 100 employees

Raised

$35,997,220

Headquarters Location

Miami, FL

Public

No

Acquired

Yes

CEO

Adam GreenAdam Green

Founders

Adam Green
Adam Green
Steve Gross
Steve Gross

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