YieldX

YieldX is a Florida-based fintech platform that offers solutions such as asset and fixed-income portfolio management for the wealth management industry across the globe.

Business Model:

Revenue: $10M

Employees: 51-200

Detailed YieldX Information

Geographic Data

YieldX headquarters map

Address: 2980 NE 207th Street

City: Miami

State: FL

Zip: 33180

Country: US

Financial Info

Stage:

series a

Raised Last:

$17M

Raised Total:

$36M

Metrics

3,210,448Website Global Rank

4,948Website Monthly Traffic

Twitter Followers

Description

YieldX is a Florida-based fintech platform that offers solutions such as asset and fixed-income portfolio management for the wealth management industry across the globe.

Contact Phone:
+16463289800

Contact Email:

Announced Date Company Transaction Money Raised
Announced Date Transaction Number of Investors Money Raised Lead Investors
3/2019 Pre Seed Round 2 $10M Tectonic Capital
Gilles Gade
Tectonic Capital
Tectonic Capital
Gilles Gade
Tectonic Capital
4/2021 Seed Round $0 Tectonic Capital
Westcap
Jared Carmel
Raptor Group
Westcap
Tectonic Capital
Westcap
Jared Carmel
Raptor Group
Westcap
10/2021 Series A 1 $17M Envestnet
Envestnet
10/2021 Series A -
10/2021 Series A - Envestnet
Envestnet
4/2021 Seed Round 4 $9M Tectonic Capital
Westcap
Jared Carmel
Raptor Group
Westcap
Tectonic Capital
Westcap
Jared Carmel
Raptor Group
Westcap
Announced Date Name Price

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