YieldX
AcquiredFixed income investing for everyone
Atlanta, United States · Founded 2019 · $23.0M raised
- Headquarters
- Atlanta
- Founded
- 2019
- Business Model
- B2B
- Website
- yieldx.app
- Total Funding
- $23.0M
- Last Round
- $18.0M Series AOct 2021
- Rounds
- 2
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
About
YieldX was a fixed income fintech platform that enabled financial advisors, wealth managers, and asset managers to build customized bond portfolios through a 100% digital, API-driven infrastructure. Founded in 2019 by Adam Green and Steve Gross in Atlanta, the company offered sophisticated quantitative analytics and technology to democratize fixed income investing — historically a fragmented, manual process — by delivering end-to-end digital portfolio construction, model portfolio distribution, and real-time analytics. YieldX served clients including RIAs, broker-dealers, and institutional wealth platforms before being acquired by global wealth management technology firm FNZ.
Summary
YieldX is a Fintech company based in Atlanta, United States, founded in 2019. It has raised $23.0M in total across 2 rounds, most recently a $18.0M Series A round in Oct 2021.
Tech & App Stack
4 technologies & apps tracked
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Funding History
Oct 2021
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Funding: Seed through Series A. Amounts, valuations, and investors where available.
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