BetaNXT

BetaNXT is a wealth management company that specializes in providing enterprise solutions for global financial institutions. The firm offers a technology platform that includes securities processing, custody, clearing, and asset servicing, enabling financial institutions to enhance their advisor and investor experiences. Additionally, BetaNXT supplies software for cost and tax basis reporting, along with front-end client solutions, aimed at meeting the diverse needs of its clients. Through its comprehensive suite of services, BetaNXT supports financial institutions in optimizing their operations and improving client engagement.

Stephen Daffron

Chairman and CEO

Robert Santella

CEO

1 past transactions

Mediant

Acquisition in 2023
Mediant is a provider of investor communications technology and technology-enabled solutions to banks, brokers, corporations, and funds. They power investor communications through intelligent technology and passionate people. Mediant actively develops game-changing new technologies for banks, brokers, corporate issuers, funds, and investment advisors. They also connect the entire investor communications community through its single, secure platform. Mediant solutions are driven by leading technology and strict compliance with industry regulations, which allows clients to balance innovation with requirements. It enables brokers to effectively manage all potential touchpoints within the investor communications lifecycle – from proxy statements and prospectuses to voluntary corporate actions. It was established in 2002 and enables leading financial institutions to enrich their customer relationships and unlock new levels of efficiency and accuracy through the unprecedented transparency of the MIC platform.
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