YieldX
The business, the turning points, and the decisions behind them.
Some sections are still being researched2 / 4
Sections to complete：02 · 05
01 / WHAT IT BUILT
What the company did
YieldX was a Miami-based fixed-income fintech founded in April 2019 by Adam Green and Steve Gross. Its API-first platform let wealth managers, broker-dealers, and asset managers build personalized, optimized income-investing portfolios at scale — 'no-quant' workflows for designing yield portfolios from bonds, ETFs, and funds.
02 / FAILURE REASONS
Material for this section is being gathered and checked. It will appear here once ready.
03 / EVENT HISTORY
Events in the structured record
- Founded
Adam Green and Steve Gross founded YieldX to simplify fixed-income investing.
- Series A
Raised $18M Series A led by Envestnet at a $218M valuation.
- Acquired by FNZ
Wealth-tech platform FNZ announced the acquisition of YieldX (January 19, 2023).
04 / CONTEMPORARY REBUILD ASSESSMENT
Difficulty of rebuilding this project today
Material for this section is being gathered and checked. It will appear here once ready.
Overall assessment: Not completed
05 / CAUSAL CHAIN / AFTERMATH
Material for this section is being gathered and checked. It will appear here once ready.