When was YieldX founded?

YieldX was founded in 2020 and raised its 1st funding round within a year of its incorporation.

Where is YieldX located?

YieldX is headquartered in Miami, United States.

How many employees does YieldX have?

As of Sep 30, 2026, the latest employee count at YieldX is 5.

Is YieldX a funded company?

YieldX is a funded company, having raised a total of $22.1M across 3 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Dec 16, 2020.

When was the latest funding round of YieldX?

YieldX's latest funding was a $***** Series A round on Oct 25, 2021, with participation from 1 investor. Its primary sector is Investment Tech. In United States, the Investment Tech sector has seen $6.01B in funding in 2026 to date.

Where does YieldX rank among its competitors?

YieldX ranks 113th amongst 872 active competitors, of which 109 are funded. It stands 9th in terms of total funding among its competitors. The most recent competitor to raise funding was FNZ, which secured $450M in Sep, 2026.

Who are the top competitors of YieldX?

YieldX's top competitors include Avaloq, Addepar and KFin Technologies. Among them, FNZ secured the most recent funding round in September, 2026.

YieldX - 2026 Company Profile, Team, Funding & Competitors

YieldX is an acquired company based in Miami (United States), founded in 2020 by Adam Green and Steve Gross. It operates as a Portfolio management solutions for fixed income wealth managers. YieldX has raised $22.1M in funding from Envestnet. The company has 872 active competitors, including 109 funded and 109 that have exited. Its top competitors include companies like Avaloq, Addepar and KFin Technologies.

Company Details

Portfolio management solutions for fixed income wealth managers. It provides users with API solutions to integrate functionality for income portfolios with existing platforms. It also offers an end-to-end platform for workflows, data analytics, risk and optimization for fixed income wealth managers, and a suite of apps with portfolio construction and optimization capabilities.

Website: yieldx.app
Email ID: *****@yieldx.app

Key Metrics

Founded Year

2020

Location

Miami, United States

Stage

Acquired

Total Funding

$22.1M in 3 rounds

Latest Funding Round

Series A, Oct 25, 2021, $*****

Investors

Envestnet & 2 more

Ranked

113^th among 872 active competitors

Employee Count

5 as on Sep 30, 2026

Similar Companies

Avaloq & 933 more

Exit Details

Acquired by FNZ (Jan 19, 2023)

View YieldX's full profile

YieldX got acquired by FNZ on Jan 19, 2023.

Click here to take a look at YieldX's acquisition in detail

YieldX has raised a total funding of $22.1M over 3 rounds. Its first funding round was on Dec 16, 2020. Its latest funding round was a Series A round on Oct 25, 2021 for $*****. 1 investor participated in its latest round. YieldX has 3 institutional investors.

Here is the list of recent funding rounds of YieldX:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Oct 25, 2021	7155031	Series A	9904479	9284578	2648950	7656503
Apr 02, 2021	3138326	Seed	5633872	1033531	3089339	9533600
Dec 16, 2020	3159672	Seed	1441420	3032768	9714727	8962676

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View details of YieldX's funding rounds and investors

The founders of YieldX are Adam Green and Steve Gross.

Here are the details of YieldX's key team members:

Adam Green: Former Co-Founder & CEO of YieldX.
Steve Gross: Former Co-Founder of YieldX.
Contact Info: 1 email address

View details of YieldX's Founder profiles and Board Members

YieldX's employee count trend

YieldX has 5 employees as of Sep 26. Here is YieldX's employee count trend over the years:

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Top competitors of YieldX include Avaloq, Addepar and KFin Technologies. Here is the list of Top 10 competitors of YieldX, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	BlackRock, Warburg Pincus & 4 others	76/100
2nd	Addepar 2009, New York City (United States), Series G	Wealth management solutions for advisors	$759M	WestCap, Valor Equity Partners & 60 others	76/100
3rd	KFin Technologies 2017, Hyderabad (India), Public	Provider of software solutions for transaction management, compliance, and data analytics	$42.1M	Kotak Mahindra Bank, Compar Estates and Agencies ... & 11 others	76/100
4th	Broadridge 2007, United States, Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Zühlke & 4 others	73/100
5th	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	UBS, Capitala Group	71/100
6th	Centricity 2022, Gurugram (India), Series A	Digital private wealth management platform for individuals	$51M	Burman Family, SMBC Asia Rising Fund & 40 others	70/100
7th	Altruist 2018, Culver City (United States), Acquired	Portfolio management software for financial advisors	$602M	Venrock, Insight Partners & 17 others	69/100
8th	FNZ 2003, London (United Kingdom), Acquired	Provider of wealth management platforms for financial institutions and advisors	$3.97B	General Atlantic, Temasek & 14 others	66/100
9th	AdvisorEngine 2014, New York City (United States), Acquired	Wealth management software platform empowering financial advisors with technology and services	$60.1M	WisdomTree, Kirenaga Partners	65/100
10th	Bravura Solutions 2004, Edinburgh (United Kingdom), Acquired	Software solutions for life insurance and wealth management	$28.4M	Ironbridge, Herald Investment Management	64/100
113th	YieldX 2020, Miami (United States), Acquired	Portfolio management solutions for fixed income wealth managers	$22.1M	Raptor Group, Envestnet & 1 others	42/100