Company profile: Yield Book
1.1 - Company Overview
Company description
- Provider of fixed income analytics, offering Yield Book Classic for indicative data, pricing, yield curves, trade analysis, and personal database capabilities; Boost for faster portfolio calculations with interactive and automated processing; Excel Add-In; Calculator for single security analysis; API for custom apps; and a Structuring Tool to market and analyze deals, repackage collateral, price tranches, and identify deal arbitrage opportunities.
Products and services
- Yield Book Classic: An enterprise-grade fixed income analytics system delivering indicative data, daily pricing, real-time yield curves, trade analysis, and personal database functionality for market makers
- Yield Book API: A programmatic interface offering access to Yield Book’s data and analytics from within custom applications, enabling automated retrieval and integration of fixed income metrics
- Yield Book Boost: A high-performance tool that accelerates portfolio calculations and delivers critical analytics faster, supporting both interactive workflows and automated processing at scale
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Yield Book
Gen II Fund Services
HQ: United States
Website
- Description: Provider of highly customized, client-centric accounting and administrative services to the private equity industry.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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ETF Securities
HQ: United Kingdom
Website
- Description: Provider of commodity exchange-traded products—the world’s largest independent—plus a wide range of equity, alternative, and currency ETPs. Offers over 300 ETPs and listed the world's first physically-backed gold ETP in 2003. Also provides services for launching, managing, and growing ETFs (marketing, strategy, compliance, portfolio management) and access to US energy infrastructure via a midstream MLP fund.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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- Acquisitions: ●●
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Birch Finance
HQ: United States
Website
- Description: Provider of a platform that helps consumers maximize credit card rewards by connecting reward-based accounts, analyzing spending across thousands of categories and merchants, and delivering personalized trends and actionable insights on missed rewards and subscriptions for over 200 credit cards. Includes secure bank login to link accounts and end-to-end 256-bit AES encryption.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Interactive Advisory Software
HQ: United States
Website
- Description: Provider of wealth management software-as-a-service solutions for financial advisors and wealth managers, offering Solution 360°, a unified platform that combines portfolio management, financial planning, customer relationship management, rebalancing, client access portals, and back office service.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Interactive Advisory Software company profile →
Xe
HQ: Canada
Website
- Description: Provider of the world's most visited currency site offering the XE Currency Converter, forex news and analysis, the XE Currency App, international money transfers with tracking and flexible options, currency charts using live mid-market rates, rate alerts, and a currency data API with commercial-grade rates used by over 300 companies worldwide.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Xe company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Yield Book
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Yield Book
2.2 - Growth funds investing in similar companies to Yield Book
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4 - Top valuation comps for Yield Book
4.2 - Public trading comparable groups for Yield Book
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