Our CEO, Bob Santella, recently shared insights with Joe Palmisano of Connect Money about our focus on Connected Wealth. At BetaNXT, we are dedicated to creating a seamless integration of platforms and systems, ensuring a curated view of client and market data. Bob also delved into the transformative power of #AI and shared his vision for the future of #wealthtech. Don't miss Bob’s valuable insights—read the full interview here: https://hubs.la/Q02X6t3d0 #ConnectedWealth #ConnectedData
BetaNXT
Financial Services
New York, NY 6,293 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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Congratulations to Motive Partners! BetaNXT is proud to be among their cutting-edge WealthTech portfolio companies, providing innovative solutions and advancing connected wealth. We’re looking forward to what lies ahead!
I’m proud to share that Motive Partners has been named a Top 5 Private Equity and Capital Growth Partner by Wealth Solutions Report. This inaugural list recognizes investors that are highly influential in wealth management, where many of their most meaningful and high-profile deals have occurred, and are distinguished as clear standouts in the field. At Motive Partners, we believe that Wealth & Asset Management presents a globally significant market opportunity, characterized by major generational wealth transfers totaling more than $80 trillion, new investor types and a shift toward Alternatives in asset allocation. Given the projected growth of the industry, coupled with our management of investments in nearly 20 WealthTech companies – such as InvestCloud, Inc., FNZ Group, BetaNXT and CAIS – we believe Motive Partners is well-positioned through our proprietary Investor, Operator, Innovator (IOI) model to advance the future of WealthTech; building, buying and backing the technology companies that enable the global financial ecosystem. Congratulations to our fellow CAP 5 honorees! Learn more about the WSR CAP 5: https://lnkd.in/eE2UjiUu #WealthTech #Fintech #PrivateEquity #Innovation
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The future of connected data in wealth management is here! BetaNXT’s CTO Don Henderson shares his insights on designing the future of connected data. https://hubs.la/Q02W3yFm0 #ConnectedWealth #ConnectedData #DataXChange #Fintech
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We were thrilled to partner with the Adaptavist team on our journey to consolidate, standardize, and optimize tooling across the BetaNXT business. Explore the case study to learn more about how we modernized our business and transformed how we operate so that we can deliver more value to our clients. https://lnkd.in/eTCBSjNP #ConnectedWealth #ConnectedData #FinTech
The best feeling in the world? Helping an amazing company like BetaNXT achieve its goals and secure its future success. Discover how we transformed BetaNXT's legacy tools and architecture with Atlassian, Amazon Web Services (AWS), and GitLab. The result? 🔸 Streamlined processes 🔸 Faster innovation 🔸 Superior client experiences 🔸 Not to mention—reduced costs! Want to learn more about BetaNXT's transformation journey? Read the full case study here. https://bit.ly/4hhRmJd #DigitalTransformation #Adaptavist
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Discover how BetaNXT is driving a paradigm shift in wealth management in our latest blog, Top 5 Takeaways from SIFMA Ops 2024: Designing the Future of Connected Data https://hubs.la/Q02SzH7v0 #ConnectedWealth #ConnectedData #DataXChange
Top 5 Takeaways from SIFMA Ops 2024: Designing the Future of Connected Data | BetaNXT
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BetaNXT is proud to join the global community and raise awareness and support for mental health on #WorldMentalHealthDay. Mental well-being is just as important as physical health, and it’s crucial that we break the stigma surrounding mental health issues. Together, we can build a world where mental health is respected and supported. Let's prioritize mental health in the workplace, today and every day. #MentalHealthMatters #HealthyWorkplace
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Corporate actions processing is long overdue for an upgrade and BetaNXT is proud to be driving the modernization. Read the press release to learn more. https://hubs.la/Q02SLbr00 #ConnectedWealth #ConnectedData #CorporateActions #WealthTech
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BetaNXT is proud to sponsor SIFMA’s Global Corporate Actions Forum on 10/10. Stop by our exhibit to learn more about how we are modernizing the end-to-end corporate actions experience and be sure to join us for the Networking Reception. https://hubs.la/Q02SwHPm0 #ConnectedWealth #ConnectedData #SIFMA
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As we head into the final months of 2024, we’re still energized by the incredible conversations we had and the connections we made at #SIFMAOps 2024. If you missed the session with our Chief Technology Officer Don Henderson, we’ve captured the key takeaways for how we are building the future of connected data. https://hubs.la/Q02S21yf0 #ConnectedWealth #ConnectedData #DataXChange #Fintech
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