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YieldX provides investment software, data, and tools for wealth managers and asset managers.
Founded in 2019 and based in Florida, US, YieldX provides financial modeling, investment, trading, and wealth management tools. Its products include investment applications and an API for customized yield and risk, as well as white-label fixed-income technology for asset managers. In October 2021, it raised Series A funding led by Envestnet Inc.
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