BetaNXT is a leading provider of post-trade processing and tax reporting solutions to the wealth management industry, representing the next wave in wealth management technology and outsourcing solutions. Combining industry expertise with the power of our proven BETA, Maxit, and Digital Investor businesses, BetaNXT is focused on solving its customers’ most demanding integration challenges with flexible, efficient, connected solutions that anticipate their changing needs. The comprehensive approach of BetaNXT reduces enterprise cost, streamlines operations processes, increases advisor productivity, and enhances the investor experience. Together with BetaNXT, wealth management firms are transforming their platforms into differentiating assets that enable enterprise scale and stimulate commercial growth.


Wealth & Investment Management


Brookfield, WI

investment date

July 1, 2022


Growth & Buyout



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