Startups
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 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.
Overview
Location
United States, Florida, Miami
Employees
51-200
Total raised
$18M
Founded date
2020
Funding Rounds 1
| Date | Series | Amount | Investors |
| Sign up to see | Sign up to see | Sign up to see | Sign up to see |
Mentions in press and media 5
| Date | Title | Description |
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| Oct 26, 2021 | Meet 20 (small) companies looking to save the future of ESG | This is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Sign up to get it delivered free to your inbox. Small things can make a big difference. Paid Content How health and wellness fuel success at iHer... |
| Oct 26, 2021 | Meet 20 (small) companies looking to save the future of ESG | This is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Sign up to get it delivered free to your inbox. Small things can make a big difference. Paid Content Commerce content and the power of the partne... |
| Oct 25, 2021 | YieldX closes $18M Series A round led by Envestnet | Facebook Tweet Pin LinkedIn Email The two companies also form a strategic partnership to distribute YieldX’s FinTech products Miami-based FinTech YieldX has landed an $18 million Series A funding round led by Envestnet, a publicly traded co... |
| Jul 22, 2021 | Miami-based YieldX is bringing fixed income trading from Wall Street to Main Street | Facebook Tweet Pin LinkedIn Email Globally, the fixed income market (think securities such as municipal, treasury, and corporate bonds) is a $200 trillion industry. Yet investing in fixed income assets isn’t as easy as trading equities like... |
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FAQ about YieldX
When was YieldX founded?
YieldX was founded in 2020.
How much funding has YieldX raised?
YieldX has raised $18M in total across 1 funding round.
What has the press written about YieldX?
Parsers VC has collected 5 articles mentioning YieldX, among them “Meet 20 (small) companies looking to save the future of ESG” (Oct 26, 2021) and “Meet 20 (small) companies looking to save the future of ESG” (Oct 26, 2021).
Is YieldX still active?
Yes, YieldX is active; its latest activity on Parsers VC dates from Oct 26, 2021.