Navigating Market Change with Agility
Expanding Our Ecosystem of Flexible Solutions, Helping Clients Stay Ahead of Market Shifts and Investor Expectations
Our Capabilities
We believe the financial services ecosystem should seamlessly interconnect, without compromising quality or cost efficiency.
DataXChange
Fast-track your transformation and innovation with BetaNXT DataXChange, our cloud-based, real-time data management platform.
Who We Serve
BetaNXT invests in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers clients to deliver a comprehensive, front-to-back securities processing, tax, and investor communications solution.
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.
Leadership TeamEngage With Us
October 1, 2025 / 3 Min Read
Expanding Our Ecosystem of Flexible Solutions, Helping Clients Stay Ahead of Market Shifts and Investor Expectations
August 8, 2025 / 22 Min Read
Jonathan Reeve, BetaNXT's CPO, explores the evolving partnership between Chief Product Officers and Chief Data Officers. Their conversation...
July 14, 2025 / 6 Min Read
Derek Kinney, host of the T3 Hot & Happening Podcast, sits down with Laura Barger, Chief Marketing Officer of BetaNXT, to explore how data,...
July 7, 2025 / 4 Min Read
BetaNXT continues to build and expand infrastructure for Connected Wealth — introducing a foundation for our WaaS offering
May 6, 2025 / 16 Min Read
In this conversation at the 2025 Operations Conference & Exhibition, Jonathan Reeve, Chief Product Officer at BetaNXT sits down with Katie...
April 1, 2025 / 2 Min Read
Welcome to the first installation of the BetaNXT CEO Bulletin, a quarterly dispatch covering the topics, trends and news we’re focusing on to help...
January 24, 2025 / 20 Min Read
Our CEO Bob Santella speaks with Craig Iskowitz on the WealthTech Today podcast about the most impactful industry trends of 2024 and our new...
December 27, 2024 / 2 Min Read
In 2025, the industry will advance toward a foundation based on trusted, connected data.
December 5, 2024 / 2 Min Read
As another year draws to a close, the FinTech industry is undertaking its healthy annual review of where we are going, and what our customers want...
November 20, 2024 / 3 Min Read
Bob Santella and Wealth Solutions Report discuss technologies impacting the industry, wealthtech in 2025, his vision for the firm, and more.
November 7, 2024 / 9 Min Read
Our CEO Bob Santella speaks with Julia Smollen at Advisorpedia about revolutionizing wealth management with cutting-edge data integration,...
November 6, 2024 / 4 Min Read
Bob Santella met with Joe Palmisano from Connect Money to explore BetaNXT's growth prospects, the increasing application of AI, and big data in the...
BetaNXT recently surveyed nearly 250 decision-makers in the investment and wealth space, exploring their perspectives, priorities and challenges in achieving data modernization.
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