Fnz To Acquire Yieldx, Accelerating The Personalization Of Wealth Management Solutions Across The U.S. Market
Acquiring Company
FNZ Switzerland SA
Acquired Company
YieldX
Description
FNZ, the global wealth management platform, has agreed to acquire YieldX, a U.S.-based provider of fixed income portfolio management technology, optimization services and direct indexing tools for the wealth management industry.
Quick answer
FNZ Switzerland SA is acquiring YieldX, announced January 19, 2023.
- How much did FNZ Switzerland SA pay for YieldX?
- The deal value was not disclosed.
- What does FNZ Switzerland SA do?
- FNZ Switzerland SA was formerly operating as New Access, providing technology solutions for private banking.
- Who are the decision-makers at FNZ Switzerland SA?
- Fundz holds 2 contacts at FNZ Switzerland SA. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Who to call at FNZ Switzerland SA, and when
When FNZ Switzerland SA changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day FNZ Switzerland SA raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at FNZ Switzerland SA, from your own LinkedIn network
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Frequently asked
Who acquired YieldX?
YieldX was acquired by FNZ Switzerland SA. The deal was reported on January 19, 2023. FNZ Switzerland SA was formerly operating as New Access, providing technology solutions for private banking. It contributes to the wealth management sector, serving both domestic and international clients. FNZ Switzerland SA is privately held and operates in Financial Services.
When did FNZ Switzerland SA acquire YieldX?
FNZ Switzerland SA's acquisition of YieldX was reported on January 19, 2023. FNZ, the global wealth management platform, has agreed to acquire YieldX, a U.S.-based provider of fixed income portfolio management technology, optimization services and direct indexing tools for the wealth management industry. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does YieldX do?
Founded in 2019 by senior fixed income and fintech professionals, YieldX is customizing and optimizing income investing at scale and with unparalleled efficiency. It is privately held, operating in Financial Services.
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