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.appCompany Details
Founded
- 2020
Employees
- Between 50 - 100 employees
Raised
- $35,997,220
Headquarters Location
- Miami, FL
Public
- No
Acquired
- Yes
CEO
- Adam Green
Founders
- Adam GreenSteve Gross
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