YieldX
AcquiredYieldX is a fintech company in Atlanta, United States, founded in 2019. It has raised $23.0M across 2 rounds, most recently an $18.0M Series A in October 2021.
Fixed income investing for everyone
- 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.
Indexed holds 2 funding rounds for this company. The full record is or through the API.
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
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
Every product and vendor across these categories, with where each signal came from.
Create a free account with 25 free credits every month, no card needed, to unlock the full tech & app stack, funding history, and valuations.
Funding History
Oct 2021
Sign up to see all 2 events
Funding: Seed through Series A. Amounts, valuations, and investors where available.
Similar Companies
Citi is a leading global bank for institutions with cross-border needs, a global provider in weal...
Global fintech company operating Alipay and providing digital payment, wealth management, insuran...
Regulated institutional-grade cryptocurrency exchange offering spot trading for Bitcoin, Ethereum...
Robinhood provides retail brokerage, crypto, advisory, banking, and private-markets access throug...
Your company? Embed this profile
Add the live badge to your site — it stays current as your funding data updates.
<a href="https://indexed.vc/companies/yieldx"><img src="https://indexed.vc/api/badge/company/yieldx" alt="YieldX on Indexed.vc" width="260" height="76" /></a>