Jorge Chamorro
Miami, FL (USA)
Role(s):
Founder/Owner/Principal
nyield
Find More Startups
Startup
Location:
Miami
Industry:
Software
Year Founded:
2026
Number Employees:
10-50 people
Business Stage:
Growth (not profitable)
Entity Type:
Not Incorporated
Description:
NYIELD is a SaaS platform that provides portfolio analytics tools for financial advisors. We help advisors analyze client portfolios faster, create professional white-label reports, and close more clients by automating the manual work of portfolio analysis.
Key capabilities:
- Import brokerage statements from 50+ custodians in under 60 seconds using AI
- Run institutional-grade analytics including performance metrics, risk profiling, and diversification analysis
- Perform 50+ stress tests (2008 crisis, COVID, rising rates, custom scenarios)
- Generate branded PDF proposals instantly
We solve a critical pain point: Financial advisors currently waste 2-3 hours per client manually entering data and juggling multiple expensive platforms. Our all-in-one solution reduces this to minutes, helping advisors scale their practice and win more clients with professional, data-driven proposals.