YieldX Inc.
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YieldX Inc. - overview
Established
2019
Location
Miami, FL, US
Primary Industry
Financial Services
About
Based in Florida, US, and founded in 2019 by CEO Adam Green and CIO Steve Gross, YieldX Inc. , aka YieldX, operates as an artificial intelligence (AI)-based platform provider that offers financial solutions such as financial modelling, investment, trading, and wealth management. The company also provides data, trade ideas, and personalized insights to its clients. In October 2021, YieldX Inc.
raised funding from Series A funding led by Envestnet Inc. YieldX provides an API that enables customized yield and risk for investment in stocks and crypto. The company provides software applications such as bestfit, inpass, optimizer, assetexplorer, and ladderbuilder for investing solutions. YieldX's no-quant workflow is also available to wealth managers and broker-dealers for providing insights, portfolio optimizations, and improving outcomes.
YieldX offers asset managers white-label direct indexing fixed income technology that offers clients individualized, values-based investment options.
Primary Industry
Financial Services
Sub Industries
e-Financial, Accounting/Finance Software
Website
www.yieldx.app
Verticals
FinTech
Company Stage
Acquired
Total Amount Raised
Subscriber access only
YieldX Inc. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on, Trade Sale | Completed | YieldX Inc. | - |
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