Company profile: YieldX
1.1 - Company Overview
Company description
- Provider of an end-to-end digital platform for fixed income investing and portfolio management, powering personalization at scale and serving as a portal to liquid global yield-driven opportunities; integrates with FNZ's end-to-end platform.
Products and services
- Fixed Income Portfolio Management Technology: Engineers an end-to-end digital platform that manages fixed income investments and integrates with FNZ’s end-to-end platform to power personalization at scale for investors
- Personalization Engine for Fixed Income: Produces an at-scale personalization capability that tailors fixed income portfolios for all investors through the company’s end-to-end digital platform
- Global Yield Access Portal: Builds a portal to liquid global yield-driven opportunities, delivering benefits of a transforming fixed income asset class to all investors via the end-to-end platform
Key contacts
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Financial details
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1.2 - Competitors and similar companies to YieldX
TriOptima
HQ: Sweden
Website
- Description: Provider of OTC derivatives infrastructure services, including multilateral portfolio compression (triReduce), counterparty exposure management (triResolve), end-to-end post-trade processing for exchange-traded derivatives, credit management, automated portfolio reconciliation, SA-CCR/XVA calculations, initial margin analytics, and the Global OTC Derivatives Interest Rate Trade Reporting Repository (Rates Repository).
- 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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4sight Financial Software
HQ: United Kingdom
Website
- Description: Provider of securities finance and collateral management systems to financial institutions worldwide. Offers services and tools for Manhattan Active solutions, including 4ACTiVE (implementation assessment, roadmap, support, training, post-implementation optimization), ProActive platform for custom business logic and processes, plus implementation, support, and training services for Manhattan Associates software.
- 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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FXCubic
HQ: United Kingdom
Website
- Description: Provider of trading technology for brokers, including a Liquidity Engine for MetaTrader and FIX API with low-latency access to multiple liquidity providers and customizable execution, bridging and aggregation tools for competitive price aggregation, RXI real-time risk intelligence, synthetic instruments, scheduled configuration profiles, and platform integrations for seamless connectivity and liquidity distribution.
- 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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ProNvest
HQ: United States
Website
- Description: Provider of independent investment advisory and managed account services through banks and retirement providers. Offers retirement account management (including 401(k)s) with diversified portfolios and quarterly rebalancing, retirement planning and analysis, dedicated retirement counseling, and institutional solutions for broker-dealers, RIAs, and financial institutions, with 256-bit encryption and transparent subscription-based pricing.
- 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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Mutual Fund Technologies
HQ: United Kingdom
Website
- Description: Provider of software, managed service and consulting services, with a core platform administering in excess of 1.25 million account fund holdings and 5000 funds for institutional customers around the world; established in 1999.
- 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 Mutual Fund Technologies 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 YieldX
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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 YieldX
2.2 - Growth funds investing in similar companies to YieldX
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4 - Top valuation comps for YieldX
4.2 - Public trading comparable groups for YieldX
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