BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of two industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.
Location: United States, New York
Employees: 501-1000
Founded date: 2022
Investors 2
Date | Name | Website |
06.07.2022 | Motive Par... | motivepart... |
- | Clearlake ... | clearlake.... |
Mentions in press and media 3
Date | Title | Description |
10.09.2024 | GlobeTax and BetaNXT Begin Strategic Collaboration to Expand Accessibility to Efficient Tax Recovery Services | NEW YORK, Sept. 10, 2024 /PRNewswire/ -- GlobeTax, the world's leading provider of tax recovery solutions, and BetaNXT, a provider of wealth management technology and data capabilities, have joined forces to strengthen tax recovery services... |
14.12.2023 | Transforming Asset Management: BetaNXT and TIFIN AMP Partner to Redefine Fund Distribution With AI | Asset Managers will be able to leverage TIFIN AMP + BetaNXT’s data ecosystem for greater precision and higher conversion in their distribution efforts. In a collaboration that promises to revolutionize fund distribution, TIFIN AMP, the cutt... |
02.03.2023 | Clearlake and Motive-Backed Software Platform BetaNXT Expands Capabilities, Growth Opportunities with Acquisition of Mediant Communications | Transaction builds on firm’s end-to-end wealth solutions software platform, adds investor communications and proxy solutions BetaNXT, a provider of wealth management infrastructure software with real-time data capabilities and an enhanced a... |