The Braintrust: Adam Green (YieldX) on Creating Access to the Trillion Dollar Yield Market

YieldX CEO Adam Green met cofounder Steve Gross when he brought a deal to him while Gross was on the Fintech Opportunities Committee at Franklin Templeton. Gross had spent years as a quantitative portfolio manager at some of the world’s leading hedge funds, eventually starting a quant portfolio construction analytics asset management firm called Alpha…

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Envestnet and YieldX Team Up To Simplify Income Investing

Envestnet, one of the largest ecosystems transforming the way financial advice and wellness are delivered, and YieldX, a FinTech company reimagining fixed income, are entering into a strategic relationship. Envestnet will distribute YieldX technology and products through its platform, empowering advisors to help clients achieve better fixed-income investment outcomes. Completing a year of significant growth and opportunity,…

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Blockchange, Morningstar Team Up on Crypto: Tech Roundup

What You Need to Know Blockchange integrated its digital asset TAMP with the Morningstar ByAllAccounts client account aggregation tool. AI-driven fintech platform Tifin closed on a $47 million Series C funding round that included Hamilton Lane. Envestnet invested in YieldX, while Addepar acquired AdvisorPeak. Blockchange said Thursday that it has integrated its BITRIA Digital Asset…

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Fintech Focus For October 28, 2021

Quote To Start The Day: “The more interaction, the more content is pushed out.” Source: Benzinga One Big Thing In Fintech: Wall Street’s top watchdog won concessions in a debate between U.S. regulators over how to police stablecoins, clearing a path for the Securities and Exchange Commission to crack down on the $131 billion market. Other Key Fintech…

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Envestnet and YieldX Announce Strategic Partnership, Expanding Access to Solutions for Simplifying Investment in Income and Protection Products

Through Investment in YieldX’s Tools, Envestnet Empowers More Advisors to Help Clients Meet Income Needs Envestnet, one of the largest ecosystems transforming the way financial advice and wellness are delivered, and YieldX, a FinTech company reimagining fixed income, announced they are entering into a strategic relationship. Envestnet will distribute YieldX technology and products through its platform,…

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Envestnet and YieldX Announce Strategic Partnership

Through Investment in YieldX’s Tools, Envestnet Empowers More Advisors to Help Clients Meet Income Needs  Envestnet, one of the largest ecosystems transforming the way financial advice and wellness are delivered, and YieldX, a FinTech company reimagining fixed income, today announced they are entering into a strategic relationship. Envestnet will distribute YieldX technology and products through its…

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Envestnet Partners With Fixed Income Fintech

YieldX is a financial technology firm changing the way that fixed income investing operates – a field still full of complexities – so that it can be adopted by a wider audience of clients. Envestnet, the New York-listed wealth management systems firm, has entered a strategic relationship with YieldX, a fintech business aiming to shake up…

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Advisor Tech Talk: 10/26/21

M&A is afoot in the wealth management space as firms hire more talent and ink strategic deals to strengthen their offerings to advisors. Addepar: Calif.-based Wealth management tech platform Addepar has acquired Salt Lake City, Utah-based AdvisorPeak, a tech partner of the firm that provides trading and rebalancing solutions for advisors. As a result of…

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YieldX closes $18M Series A round led by Envestnet

The two companies also form a strategic partnership to distribute YieldX’s FinTech products Miami-based FinTech YieldX has landed an $18 million Series A funding round led by Envestnet, a publicly traded company that develops software for financial advisors. YieldX’s mission is to bring fixed income investment from Wall Street to Main Street. Startups like Robinhood have democratized the market…

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