Latest round

Seed

Last raised

Apr 2021

Total raised

$9M

Investors

3

About YieldX

, aka YieldX, operates as an artificial intelligence (AI)-based platform provider that offers financial solutions such as financial modelling, investment, trading, and wealth management. The company also provides data, trade ideas, and personalized insights to its clients. In October 2021, YieldX Inc. YieldX provides an API that enables customized yield and risk for investment in stocks and crypto. The company provides software applications such as bestfit, inpass, optimizer, assetexplorer, and ladderbuilder for investing solutions. YieldX's no-quant workflow is also available to wealth managers and broker-dealers for providing insights, portfolio optimizations, and improving outcomes. YieldX offers asset managers white-label direct indexing fixed income technology that offers clients individualized, values-based investment options.

Who invested in YieldX

3 investors across 1 round

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Funding rounds

  1. Seed

    Apr 21, 2021

    Amount

    $9M

    Investors

    Locked

Questions about YieldX

Who invested in YieldX?

YieldX has 3 investors on record across 1 venture round. Sign up free to see every VC on the cap table and the rounds they joined.

How much funding has YieldX raised?

YieldX has raised 1 venture round. Sign up free to see how much each round raised and the total.

When did YieldX last raise money?

YieldX's most recent round on record is a Seed, in Apr 2021.

What does YieldX do?

, aka YieldX, operates as an artificial intelligence (AI)-based platform provider that offers financial solutions such as financial modelling, investment, trading, and wealth management.

Where is YieldX headquartered?

YieldX is headquartered in Miami, US.

Which VCs invest in companies like YieldX?

Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at YieldX's stage. Their profiles are linked below.

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