BetaNXT wishes its employees, clients, and partners a happy and safe Fourth of July!
BetaNXT
Financial Services
New York, NY 5,556 followers
Powering the Future of Connected Wealth
About us
BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.
- Website
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http://www.betanxt.com
External link for BetaNXT
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 2022
- Specialties
- Frictionless Wealth Infrastructure, Self-Clearing Securities Processing Solutions, Wealth Management Technology, Wealth Management Outsourcing Solutions, and Investor Communications Solutions
Locations
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Primary
Get directions
55 Broadway
8th Floor
New York, NY 10006, US
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Get directions
350 N Sunny Slope Rd
Brookfield, Wisconsin 53005, US
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Get directions
400 Regency Forest Dr
#200
Cary, North Carolina 27518, US
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Get directions
77 Town Centre, Block 4
Yemalur, Bangalore, IN
Employees at BetaNXT
Updates
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Our unique approach empowers you to directly manage your content with our expert support. https://hubs.la/Q02DhBTV0 Book a demo today to discover how BetaNXT is powering the future of Connected Wealth. https://hubs.la/Q02DhJXq0
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Thank you, Fintech Newscast, for the great discussion!
This week we talk about recent trends in wealth management, the importance of connected data, and what investors really want. Thanks so much to Stephen Daffon of BetaNXT for joining us on the Fintech Newscast #fintech #wealthmanagement
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BetaNXT reposted this
It was uplifting to join BetaNXT colleagues, clients, friends, and partners to support Expect Miracles Foundation - Financial Services Against Cancer. This year took new meaning as my beautiful, fearless Mom became a second-time Dana-Farber Cancer Institute patient. #expectmiracles
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We are always happy to support Expect Miracles Foundation - Financial Services Against Cancer and are a proud sponsor of the 30th Annual East Coast Classic. We’re a longtime supporter of their work to invest in life-saving research while advancing the financial and emotional health of people impacted by cancer. We are looking forward to seeing you on the green at the Pinehills Golf Club tomorrow!
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If you rely on others to manage your content or if your content management system lacks the necessary control and oversight, our self-service solution, Letters Express, can help. https://hubs.la/Q02zZJmy0 Book a demo today to discover how BetaNXT can help you solve this challenge. https://hubs.la/Q02zZyv40
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Connect with BetaNXT in San Francisco at this week’s NIRI: The Association for Investor Relations 2024 Annual Conference! Reach out to Scott Kindle and Nancy Brooks if you are planning to attend – let’s talk about our investor communications and end-to-end proxy solutions.
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We are proud to partner with Hakkōda and are looking forward to great things on the horizon! #connectedwealth #innovators
Meet Hakkoda's inaugural Customer Award winners! From Financial Services Trail Blazers to AI Visionaries, Data Disruptors and more. We couldn't be more proud of these exceptional companies changing the way their industries work with data. Congratulations to: BetaNXT, Financial Services Trailblazers US Foods, Modernization Champion Jefferies, AI Visionary Blue Yonder, Master of App Dev Topgolf Callaway Brands, Customer Excellence #customerinnovation #dataconsulting
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Catch up with BetaNXT at industry conferences this week! George Grippo and Jenn Kemper will staff our booth at the EEI International Tax & Information Reporting Conference in New York, today through June 7. Visit them to discuss your cost basis and tax information reporting needs! Additionally, Jim Roth and Nancy Brooks will be attending the US Bank Client Conference in Lake Geneva, WI through June 7. Look for them during the conference to catch up on all of BetaNXT's connected wealth solutions.
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This Pride Month, let's celebrate the progress made towards equality and inclusivity, and continue to strive for a world where everyone is accepted and diversity is celebrated. #PrideMonth #Inclusivity #Diversity
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