Tech Company Financing Transactions

YieldX Funding Round

YieldX closed a $18 million Series A financing round on 10/29/2021. Investors included Envestnet and private investors.

Transaction Overview

Company Name
Announced On
10/29/2021
Transaction Type
Venture Equity
Amount
$18,000,000
Round
Series A
Investors

Envestnet (Lead Investor) (Richard Aneser)

Proceeds Purpose
The startup plans to use this funding from Envestnet to further scale YieldX's technical teams, from quants to engineers to analysts.

Company Information

Company Status
Private & Independent
Industry
FinTech
Mailing Address
2980 North East 207th St. 504
Miami, FL 33180
USA
Phone
Undisclosed
Email Address
Overview
The rapid acceleration of digitization in fixed income trading, data and investments have propelled yield-driven investing into the digital age. Portfolio insights and personalization are quickly becoming must-have capabilities in today's financial services landscape. YieldX is purpose-built to empower our partners to thrive in an increasingly digital investment world.
Profile
YieldX LinkedIn Company Profile
Social Media
YieldX Company Twitter Account
Company News
YieldX News
Facebook
YieldX on Facebook
YouTube
YieldX on YouTube

Management Team

Title
Name
Email & Social
Chief Executive Officer
Adam Green
  Adam Green LinkedIn Profile  Adam Green Twitter Account  Adam Green News  Adam Green on Facebook
Chief Financial Officer
Kenneth Kim
  Kenneth Kim LinkedIn Profile  Kenneth Kim Twitter Account  Kenneth Kim News  Kenneth Kim on Facebook
Chief Operating Officer
Skip Smith
  Skip Smith LinkedIn Profile  Skip Smith Twitter Account  Skip Smith News  Skip Smith on Facebook
President
Steve Gross
  Steve Gross LinkedIn Profile  Steve Gross Twitter Account  Steve Gross News  Steve Gross on Facebook


 

 

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We report on funding rounds that are announced publicly. VC investment data records reported here come from news reports and company announcements. The information is sourced from VentureDeal.com, an affiliated venture.

 


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