• Sector | Subsector – Technology | Financial Technology
  • Investment Year: 2022
  • Status: Current
  • Location: New York, NY
  • Region: North America

BetaNXT is a software provider of self-clearing solutions including securities processing, custody, servicing, reporting, analytics, and other advisor tools to the wealth management industry. The Company is part of a broader buy-and-build consolidation strategy with the wealth management technology ecosystem. BetaNXT’s technology supports over 400 firms with 50+ million retail accounts, representing over $6 trillion of assets.