Company Information

Get to know YieldX

Founded in 2019 by Adam Green and Steve Gross, YieldX Inc. was a B2B fintech firm based in Miami. The company developed an API-driven, end-to-end platform designed to democratize access to sophisticated fixed-income markets for wealth managers, RIAs (Registered Investment Advisors), and broker-dealers. Its technology provided tools for portfolio construction, analytics, optimization, and execution. In August 2022, YieldX was acquired by the global wealth management platform FNZ to enhance FNZ's capabilities in fixed income and offer personalized, scalable investment solutions to its global client base.

Industry

Technology Software Trading PlatformPRIMARY
Financial Other Service
Financial Wealth Management

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YieldX

United States

Founded in

2019 (7 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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--/10

Reviews

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

Company hasn't provided information.

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.