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Our Businesses

Our integrated approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.


Our Capabilities

We believe the financial services ecosystem should seamlessly interconnect, without compromising quality or cost efficiency.

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Who is BetaNXT?

We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers clients to deliver a comprehensive solution.

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Client Access

Current clients can access support systems and request assistance with enhancements and upgrades.


Our Resources

Solutions Overviews, Press Package, Process will find them all here.


Caroline O’Connell

Caroline O’Connell

Chief Administrative Officer

Caroline O’Connell is BetaNXT’s Chief Administrative Officer, overseeing human resources, corporate development, marketing, communications, real estate, procurement, business enablement, and the Chief of Staff function for the Chief Executive Officer. Caroline is also an Industry Partner with Motive Partners, where she sources and executes investment opportunities with a focus on identifying trends and growth for Motive portfolio companies. She is also an Independent Director of Kingwood Acquisition Corp. and an advisor to Provable Markets.

Previously, Caroline was a member of the Operating Committee and the first Chief Strategy and Customer Experience Officer of Equitable. Prior to Equitable, she was a member of the Operating Committee of BNY Mellon and the Executive Committee of BNY Mellon Investment Services, where she was the first Chief Marketing Officer. Caroline was the first Global Chief Strategy Officer and Chief Marketing Officer at BNY Mellon Pershing.

Caroline is active in industry organizations and board service. She is a member of Extraordinary Women on Boards and is a founding member of the Outthinker Chief Strategy Officer Network. She was a member of the Board of Trustees of the Securities Industry Institute® (SII) at the Wharton School of the University of Pennsylvania and a member of the Board of Directors of the Insured Retirement Institute.

Caroline received a BA and an MBA with Honors from Old Dominion University.