YieldX
- Company typePrivate
- Founded2019
- HeadquartersMiami, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
YieldX firmographics
Firmographics- Name
- YieldX
- Legal name
- YieldX Inc.
- Website
- https://yieldx.app
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
YieldX industry classification
Industry- Product category
- Fixed Income Investment Platform
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282), Finance Services (6199)
- akta.pro primary industry
- Fixed Income Electronic Trading Platforms (Bonds/Credit) (FSAFANAB)
- akta.pro secondary industry
- Fixed Income ETFs & Index/Portfolio Trading (FSACAEAK)
Keywords
Where YieldX is headquartered
LocationHeadquarters
- HQ city
- Miami
- HQ country
- United States
- HQ region
- North America
Markets served
YieldX business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
YieldX product offering
Product offeringCore offering
YieldX provides an end-to-end digital platform for fixed income investing that powers personalization at scale. The platform enables the construction, management, and distribution of personalized fixed income investment portfolios through automated analytics and digital workflows for institutional clients.
Differentiator
Problem solved
Functional benefit
Products and services
- YieldX Platform
Companies that use YieldX
Customer profileIdeal customer profiles2 records
YieldX technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
YieldX partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights4 records
YieldX competitors and assessment
Company assessmentDirect peers
- MarketAxess: MarketAxess operates one of the leading electronic trading platforms for fixed-income securities, serving institutional clients with credit pricing, trading, and data. It is the most direct comparable to YieldX's stated mission of digitizing and personalizing fixed-income investing at scale.
- Tradeweb Markets: Tradeweb is a leading global operator of electronic marketplaces for fixed-income, derivatives, and ETFs, with deep institutional adoption. It is directly comparable to YieldX in serving the electronic fixed-income workflow and competing for institutional fixed-income technology budgets.
- Addepar: Addepar provides portfolio analytics, reporting, and data aggregation for advisors, family offices, and institutional investors, with growing capabilities in fixed income and alternatives. It competes with YieldX for the same advisor technology wallet and emphasizes data-driven personalization.
- Orion Advisor Tech: Orion is a portfolio management and advisor technology platform that includes model marketplaces, rebalancing, and fixed-income trading workflows. It competes directly with YieldX in the advisor-focused fixed-income personalization and execution stack.
Broad incumbents
- Envestnet: Envestnet is a large, established wealth-management technology platform serving RIAs and broker-dealers with portfolio management, reporting, and model marketplace tools. It is a strategic investor in YieldX and a natural distribution and functionality peer in the advisor-focused fixed-income stack.
- FNZ: FNZ provides an end-to-end digital wealth and asset-management platform that combines analytics, model portfolio distribution, and post-trade services to asset managers and advisors. It overlaps with YieldX on the goal of personalizing investment solutions at scale across the wealth value chain.
- BlackRock Aladdin: BlackRock's Aladdin is a broad institutional investment management technology platform covering portfolio construction, risk, trading, and operations. It is a broad incumbent competitor to YieldX in the fixed-income technology stack used by large institutions and asset managers.
Emerging players
- BondCliQ: BondCliQ operates a corporate bond trading and data platform that brings transparency and electronic workflows to the institutional credit market. It is an emerging peer focused specifically on fixed-income trading infrastructure, overlapping with YieldX's target use case.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
YieldX social profiles
Digital presenceYieldX financial estimates
Financial estimateRevenue estimate
Valuation estimate
YieldX leadership team
Management profileNumber of profiles
Profiles3 records
YieldX funding detail
Funding detailFunding overview
Funding rounds3 records
Investors5 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
YieldX M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about YieldX
What does YieldX do?
YieldX provides an end-to-end digital platform for fixed income investing that powers personalization at scale. The platform enables the construction, management, and distribution of personalized fixed income investment portfolios through automated analytics and digital workflows for institutional clients.
Is YieldX a public or private company?
YieldX is a private company. It is classified as venture growth investor backed and is currently operating.
When was YieldX founded?
YieldX was founded in 2019. It employs 51 to 100 people.
Where is YieldX based?
YieldX is headquartered in Miami, United States, in the North America region.
Who are YieldX's main competitors?
Direct peers on record are MarketAxess, Tradeweb Markets, Addepar and Orion Advisor Tech. Broad incumbents are Envestnet, FNZ and BlackRock Aladdin. BondCliQ is listed as an emerging player.
Does YieldX have an API?
No public API is recorded for YieldX.
What industry is YieldX in?
YieldX's product category is Fixed Income Investment Platform. Its primary akta.pro industry code is FSAFANAB, Fixed Income Electronic Trading Platforms (Bonds/Credit), with a secondary code of FSACAEAK, Fixed Income ETFs & Index/Portfolio Trading. Its NAICS code is 523940 and its SIC code is 6282.