BetaNXT is the next wave in wealth management technology and outsourcing solutions for BETA, Maxit, and Digital Investor businesses.

Finance

Investment Management

Outsourcing

BetaNXT

BetaNXT's headquarters in New York, NY, United States

Stephen C. Daffron

Andrea Costa

Tim Rutka

Don Henderson

Jim Roth

Lisa Warren

Rory Harty

Peter Smith

Chris Nobles

Laura Barger

Thomas Ryan

Caroline O'Connell

The Leadership Team at BetaNXT is responsible for setting the strategic direction and vision of the company, overseeing key operations, and ensuring alignment across departments. Composed of executives from various disciplines, including sales, technology, risk management, and customer experience, the team collaborates to drive innovation in wealth management technology and maintain high standards of service delivery in outsourcing solutions for the BETA, Maxit, and Digital Investor businesses.

Leadership Team

The Cybersecurity Team at BetaNXT is responsible for protecting the company's digital assets and ensuring the integrity of its wealth management technologies. This team develops and implements security strategies, assesses risks, and monitors systems for vulnerabilities to safeguard sensitive client information and maintain compliance with industry regulations. Their collaborative efforts help mitigate threats and enhance the overall security posture of BetaNXT's innovative solutions.

Cybersecurity Team

The Sales and Business Development team at BetaNXT is responsible for driving revenue growth by identifying new business opportunities and building strategic partnerships within the wealth management sector. This team collaborates closely with cross-functional departments to enhance product offerings and improve client engagement, while also optimizing sales processes to achieve operational excellence. Through targeted outreach and market analysis, they aim to position BetaNXT as a leader in innovative technology and outsourcing solutions.

BetaNXT

Org chart

Teams

Leadership Team

Cybersecurity Team

Sales and Business Development

Offices

BetaNXT

Org chart

Teams

Leadership Team

Cybersecurity Team

Sales and Business Development

Offices

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