Today is the last day to vote in the WatersTechnology Rankings 2026. BetaNXT has been nominated in two categories: 🌟Best Managed Data Service Provider: BetaNXT - DataXChange 🌟Best Corporate Actions Solution Provider: BetaNXT - CastX Cast your vote at https://hubs.la/Q04f2x_N0 today.
BetaNXT
Financial Services
New York, NY 10,952 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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Last week at the annual SIFMA Ops Conference, CEO Robert Santella presented a vision of a new “AI Operating System” as the key #differentiator for companies looking to #innovate and #accelerate their AI strategies. View Bob’s session and read more below. https://lnkd.in/eP9GenND
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We had quite a week at SIFMA Ops 2026! The BetaNXT team enjoyed engaging with clients, partners and industry peers for a week of learning and connections. As always, thanks to the SIFMA team for a tremendous event. While our teams had discussions on trends and topics driving change in our industry, one theme stood out: the future belongs to firms that can turn emerging technologies like AI into scalable, resilient operating models. BetaNXT is here to support a new era in wealth technology operations, and we had a blast sharing demos of our latest solutions, including Val, InsightX, and Voting Choice. If your firm wants to see how BetaNXT is helping operations move forward, reach out—let's keep the conversation going! Visit us here: https://hubs.la/Q04gQxJ60
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BetaNXT has been nominated in two categories for the WatersTechnology Rankings 2026, an annual survey by WatersTechnology.com that focuses on the technologies and services available to capital markets organizations. 🌟Best Managed Data Service Provider: BetaNXT - DataXChange 🌟Best Corporate Actions Solution Provider: BetaNXT - CastX Cast your vote here: https://hubs.la/Q04f37LT0; voting closes on May 22.
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Kicking off Day 2 of SIFMA Ops with back-to-back powerhouse sessions. Robert Santella provided a keynote spotlight on leveraging AI as an operating system, and Chris Nobles led a panel on AI and emerging technologies featuring Mazi Bahadori, Chief Operations Officer, Altruist, Kristie Edling-Day, Executive Vice President, Chief Information Officer, LPL Financial, Gloria Lio, Managing Director, Head of Enterprise Services, The Depository Trust & Clearing Corporation (DTCC), and Steve Shillingford, Chief Executive Officer, DeepSee.ai. We are looking forward to continuing these conversations throughout the week. Stop by the BetaNXT booth to connect with our team and view live demos. https://hubs.la/Q04gfZPb0
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We’re live at #SIFMAOps and bringing the energy 🔥 If you’re in Marco Island this week, don’t miss: ✅ Live product demos happening throughout the week ✅ Real conversations on modernizing operations ✅ A closer look at how AI being applied to workflows ✅ Some seriously good swag Whether you're rethinking your operating model or just curious what's next - stop by! 📍 BetaNXT Booth #200 See BetaNXT in action: https://hubs.la/Q04g6kRW0
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We're proud to be one of three Motive Partners portfolio companies onsite at SIFMA Ops 2026 this week - we appreciate their support! Come visit us at Booth 200 and learn how we're advancing wealth technology.
✨ Motive Partners 𝗘𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺 𝗮𝘁 SIFMA 𝟮𝟬𝟮𝟲 This week, Motive Partners portfolio companies: BetaNXT, Electric Mind, and FNZ are onsite at the SIFMA Ops conference in Florida. Focused on gathering operations, technology and regulatory leaders from across the securities industry to discuss the most critical priorities, the program for this year’s SIFMA conference is Built for the Leaders Powering Markets. BetaNXT CEO Robert Santella will be taking the mainstage at SIFMA on Tuesday, May 12 at 9:10am ET to share executive insights on Why Our Industry Needs a New Operating System. Chris Nobles, Division Executive, will also be speaking on Tuesday, May 12 at 9:20am ET on a panel discussion about AI and Emerging Technologies in Wealth. Innovation recognized. Platforms advancing. Outcomes delivered. BetaNXT continues to build momentum across the wealth technology ecosystem: ⭐ 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 𝗶𝗻 𝗔𝗜 𝗶𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻 BetaNXT has launched Val, the first solution from its AI Innovation Lab, bringing rules-based intelligence to document validation across communications like statements, trade confirmations, and tax forms. The result: earlier issue detection, reduced rework, and greater accuracy at scale. https://hubs.la/Q04cW1t50 ⭐ 𝗗𝗮𝘁𝗮 𝗲𝘅𝗰𝗲𝗹𝗹𝗲𝗻𝗰𝗲 𝗮𝘄𝗮𝗿𝗱𝗲𝗱 BetaNXT named DataOps Company of the Year at the 2026 𝗗𝗮𝘁𝗮 𝗕𝗿𝗲𝗮𝗸𝘁𝗵𝗿𝗼𝘂𝗴𝗵 Awards. BetaNXT is enabling firms to unify, govern, and activate mission-critical data with speed, transparency, and control. https://hubs.la/Q04cndpR0 ⭐ 𝗖𝗘𝗢 𝗿𝗲𝗰𝗼𝗴𝗻𝗶𝘁𝗶𝗼𝗻 Robert Santella has been named a finalist for FinTech Business Leader of the Year at the 2026 Financial Technologies Forum (FTF) Awards, reflecting a clear focus on innovation, execution, and client outcomes. https://hubs.la/Q04dJsDw0 At Motive Partners, we believe that financial technology is both a vertical and horizontal sector with resilient and attractive investment dynamics. Our specialization in fintech is well-aligned with the sector's demonstrated growth trajectory, a category that cuts across every segment of the world economy, as Motive invests in companies, like these featured above, transforming the future of finance. If you’re at SIFMA, be sure to connect with them! #MotivePartnersEcosystem #SIFMAOps #BetaNXT #AI #Data
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Thank you to WatersTechnology.com for BetaNXT's nomination in the WatersTechnology Rankings 2026: 🌟Best Managed Data Service Provider: BetaNXT - DataXChange 🌟Best Corporate Actions Solution Provider: BetaNXT - CastX Voting will close on May 22 - cast your vote here: https://hubs.la/Q04f26yQ0
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The BetaNXT team of Greg Alves, Brian Walsh, Sydney Graham and Jenn Kemper just wrapped up their time at the 2026 Tax Reporting & Withholding Conference. It was great to catch up with clients and colleagues! If you missed us at the conference or are still curious about how BetaNXT helps firms navigate cost basis and tax reporting challenges, read more about it here: https://hubs.la/Q04fJMvM0
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Connect with us at SIFMA Ops! The BetaNXT team is looking forward to seeing everyone in Marco Island for SIFMA Ops 2026. As you plan your schedule, be sure they include these sessions on Tuesday, May 12, led by BetaNXT executives: ✳️"Why Our Industry Needs a New Operating System" at 9:10 a.m., featuring Robert Santella ✳️ "AI and Emerging Tech in Wealth" at 9:20 a.m., panel moderated by Chris Nobles Throughout the event, visit us at Booth 200 for a firsthand look at our new, innovative solutions in action. We can't wait to show you what we've rolled out since we connected at Ops last year! https://hubs.la/Q04fxBbS0