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.

Founded in

United States