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Powering the Future of Connected Wealth

Wealth management
Company overview

About BetaNXT

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.

Purpose

Mission and direction

BetaNXT provides technology, data, and operations-as-a-service infrastructure for wealth management firms, institutional wealth businesses, and digital brokers. By connecting platforms, partners, and workflows across the investment lifecycle, it helps clients deliver efficient, end-to-end advisor and investor experiences, with particular strength in real-time data, scalable back-office solutions, and integrated investment operations.

How they work

Company values

  • Client-centricity
  • Innovation
  • Collaboration
  • Operational excellence
  • Partnerships
  • Agility