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BetaNXT

BetaNXT logo
📍 New York, New York, United States
🇺🇸 US

BetaNXT provides technology and outsourced operations for wealth management firms, broker-dealers, and financial institutions. Its Connected Wealth platform spans real-time data, brokerage processing, investor communications, and software, data, and operations-as-a-service. The company was formed in 2022 from assets that included wealth management technology and business process outsourcing previously operated by Broadridge. It has grown through acquisitions including Mediant Communications and, in 2025, Delta Data, which added mutual fund processing, transfer agent, and compliance capabilities. BetaNXT is backed by Clearlake Capital Group and Motive Partners. It is headquartered in New York with roughly 730 employees.

Services & Coverage
USequitiesfundsfixed income
wealthtechwealth-managementbrokeragefinancial-infrastructureinvestor-communicationsoperations-outsourcingdata
in LinkedIn
Company Info
Founded 2022
Size Large
Key Executives
Robert Santella (CEO)Stephen C. Daffron (Executive Chairman)

Recent News

PR Newswire · 2026-07-08
PR Newswire · 2026-06-15
PR Newswire · 2026-06-08
PR Newswire · 2026-04-29