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.

Robert Santella

CEO

2 past transactions

Mediant

Acquisition in 2023
Mediant Communications Inc. specializes in investor communications solutions for brokers, corporate issuers, and funds. Founded in 2002 and based in New York, the company offers a range of services including print and electronic proxy distribution, document hosting, online reporting, and shareholder surveys. Mediant's MIC platform integrates various applications to enhance visibility throughout the investor communications lifecycle. Their services encompass proxy distribution, voting options, regulatory reporting, and corporate action notifications, ensuring compliance with industry regulations. Mediant aims to streamline the communication process for financial institutions, enabling them to manage interactions effectively and improve customer relationships. The company operates additional facilities in New Jersey and North Carolina, with field offices in Chicago and Los Angeles.

Delta Data

Delta Data is a financial technology company that specializes in providing software solutions for the pooled asset industry, including mutual funds and collective investment trusts. Founded in 1985 and headquartered in Columbus, Georgia, Delta Data focuses on enhancing operational efficiency and compliance for its clients. The company's offerings include product and data management, trading and reconciliation, revenue and counterparty management, distribution oversight, and compliance solutions. By addressing regulatory changes and managing risks associated with data management, Delta Data enables its clients to improve customer service and maintain a competitive edge in a dynamic market environment.
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