Pipe Leverages YieldX Income Portfolio as a Service (InPaas(R)) to Manage Yield Targeted Portfolio

December 2, 2021

The partnership will enable Pipe to identify ongoing liquid management opportunities and offer competitive yield at lower risk

MIAMI, FL / ACCESSWIRE / December 2, 2021 / YieldX, a fintech company reimagining fixed income, today announced it will work with Pipe to manage its yield-targeted portfolio. Pipe-the fastest fintech to reach a $2 billion dollar valuation less than a year after its public launch in June 2020-has built the world’s first trading platform for recurring revenue, enabling companies with recurring revenue streams to access up-front capital, instantly.

Pipe will leverage YieldX’s Income Portfolio as a Service (InPaaS®) solution to identify ongoing liquidity management opportunities. InPaaS® offers the benefit of achieving competitive yield targets at lower risk and expense than other funds and model portfolios in the marketplace, and has historically outperformed benchmark ETFs.

To reduce the proclivity of investors to take unnecessary risks in pursuit of yield, YieldX’s mission is to empower a greater number of investors with more seamless access to yield at lower risk. Bringing fixed-income portfolio solutions to Pipe represents a huge step forward in realizing that mission.

“We are thrilled about the opportunity to partner with Pipe,” said Adam Green, CEO of YieldX. “Not only is their platform established and well-respected, but substantial synergies exist between their goals and the potential our solutions can unlock for them. We look forward to growing together and unleashing the power of capital with InPaas®.”

InPaas® overhauls “set it and forget it” allocations to fixed-income funds. With real-time execution, rebalancing alerts and suggestions, InPaaS® makes managing a yield target a dynamic experience. Portfolios account for diversification and are monitored and optimized in real-time.

“As a business built around increasing cash flow, we understand better than anyone the importance of proper liquidity management for scaling companies,” said Pipe co-CEO Harry Hurst. “Working with YieldX presents a unique opportunity for us to create custom portfolios offering competitive yields while mitigating risk.”

YieldX investment and quant teams curate the 650 ETF and closed-end funds in the fixed income universe, totaling $1.25 trillion, and identify an attractive subset for portfolio construction. Portfolios are customized for investors with target yield ranges from 2% – 9%.

Born from a need to modernize the current antiquated fixed-income investment process, YieldX debuted in 2020 under the vision of two capital markets and technology experts: CEO and co-founder Adam Green and President and Chief Innovation Officer Steve Gross. The disruptive fintech firm recently closed its Series A funding round alongside a powerful strategic partnership with Envestnet.

About YieldX

YieldX is reimagining fixed income. YieldX offers a digital-native API-first analytics and modeling platform. Our ‘no quant’ apps are transforming the way everyone from wealth managers to broker-dealers and fintech apps design and deliver optimized, personalized income investing solutions at scale. YieldX offers complete flexibility, with a choice of end-to-end technology and asset management solutions, custom investment universes, and white-labeled offerings, so clients can select the capabilities that best meet their needs.

For more information, visit YieldX.app.

About Pipe

Pipe is a trading platform that enables entrepreneurs to grow their businesses on their terms. By treating recurring revenue streams as an asset, Pipe allows companies to transform their recurring revenue into up-front capital, instantly. For entrepreneurs, that means more cash flow for scaling their business without loans or dilution. For investors, Pipe has unlocked the largest untapped asset class, recurring revenue. Whether you’re an entrepreneur or an investor – Pipe is growth on your terms. To learn more visit www.pipe.com or follow on Twitter @pipe.

Media Contact:
Ryan Hall
Caliber Corporate Advisers
949.280.4704
ryan@calibercorporateadvisers.com

Media Contact for YieldX:
Kelly Waltrich
kelly@growintentionally.com

Disclosures:

Past performance does not guarantee future results.

Investments in securities entail risk and are not suitable for all investors. This is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction. All investment strategies have the potential for profit or loss; changes in investment strategies, contributions or withdrawals may materially alter the performance and results of a portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be suitable or profitable for a client’s investment portfolio.

Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Please refer to the disclosure and offering documents for further information concerning specific products or services.

This document may contain forward‐looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward‐ looking statements may be identified by the use of such words as; “believe,” “expect,” “anticipate,” “should,” “planned,” “estimated,” “potential” and other similar terms. Examples of forward‐looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio’s operations that could cause actual results to differ materially from projected results. Such statements are forward‐looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward‐looking statements. Prospective investors are cautioned not to place undue reliance on any forward‐ looking statements or examples. All statements made herein speak only as of the date that they were made.

YieldX Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. YieldX Advisors, LLC only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of YieldX Advisors, LLC’s current written disclosure brochure filed with the SEC which discusses among other things, YieldX Advisors, LLC’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov.

 

Press release originally appeared in AccessWire.