MAX Exchange

Atlanta, United States Founded: 2009 • Age: 17 yrs
Mortgage loans are bought and sold via an online platform.
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About MAX Exchange

MAX Exchange is a company based in Atlanta (United States) founded in 2009.. MAX Exchange has raised $72.14 million across 9 funding rounds from investors including J P Morgan, JPMorgan Chase and South Street Securities. MAX Exchange offers products and services including Digital Mortgage Exchange, Flow Loan Trading, Seasoned Loan Trading, and Bid Tape Trading. MAX Exchange operates in a competitive market with competitors including Fundrise, Polly, Equitymultiple, Pontoro and CrowdStreet, among others.

  • Headquarter Atlanta, United States
  • Sectors
    Financial Services
    Technology
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Maxex, Llc
Operational Areas
Financial Services → Private Capital & Alternative Investments
Financial Services → FinTech & Digital Finance
Technology → Marketing, Adtech & Commerce Technology
Financial Services → FinTech & Digital Finance
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $72.14 M (USD)

    in 9 rounds

  • Latest Funding Round
  • Investors
    J P Morgan

    & 5 more

  • Employee Count
    Employee Count
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Products & Services of MAX Exchange

MAX Exchange offers a comprehensive portfolio of products and services, including Digital Mortgage Exchange, Flow Loan Trading, Seasoned Loan Trading, and Bid Tape Trading. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Platform for buying and selling mortgage loans efficiently.

Service for trading flow loans in secondary market.

Program for trading experienced mortgage loans.

Tool for bid management in mortgage exchanges.

People of MAX Exchange
Headcount 50-200
Employee Profiles 29
Board Members and Advisors 12
Employee Profiles
People
Erik Ramirez
Senior Software QA Engineer
People
Christopher Boldman
Managing Director, General Counsel
People
Tom Pearce
Chairman, CEO & Co-Founder
People
Charles Wickliffe
Managing Director, Buyer Sales & Capital Markets

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Board Members and Advisors
people
Lesley Goldwasser
Director
people
Jonathan Goldman
Member, Advisory Board
people
Frank Bynum, Jr.
Director
people
Steven Begleiter
Member, Advisory Board

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Funding Insights of MAX Exchange

MAX Exchange has successfully raised a total of $72.14M across 9 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding
  • Total Rounds 9
  • Last Round
  • First Round

    (03 Mar 2010)

  • Investors Count 6
Date Amount Transaction Name Valuation Lead Investors Investors
Jun, 2023 Amount Series D - MAX Exchange Valuation South Street Securities , Atlas Merchant Capital
Jun, 2021 Amount Series C - MAX Exchange Valuation JPMorgan Chase
May, 2019 Amount Series B - MAX Exchange Valuation AGNC Investment corporation
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in MAX Exchange

MAX Exchange has secured backing from 6 investors, including institutional and venture fund investors. Prominent investors backing the company include J P Morgan, JPMorgan Chase and South Street Securities. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Atlas Merchant Capital is engaged in global investment strategies.
Founded Year Domain Location
Repo, mortgage, and equity finance services are provided.
Founded Year Domain Location
Comprehensive financial services are provided to corporations and individuals.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by MAX Exchange

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - MAX Exchange

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Max Exchange Comparisons

Employees
+
Add Comparison
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Competitors of MAX Exchange

MAX Exchange operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fundrise, Polly, Equitymultiple, Pontoro and CrowdStreet, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
An investment platform offering access to private market investments
domain founded_year HQ Location
Loan servicing solutions are provided for mortgage lenders.
domain founded_year HQ Location
Real estate crowdfunding platform
domain founded_year HQ Location
An online platform is provided for trading tokenized loan portfolios.
domain founded_year HQ Location
Real estate crowdfunding opportunities are provided to investors online.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Max Exchange

Frequently Asked Questions about MAX Exchange

When was MAX Exchange founded?

MAX Exchange was founded in 2009 and raised its 1st funding round 1 year after it was founded.

Where is MAX Exchange located?

MAX Exchange is headquartered in Atlanta, United States. It is registered at Atlanta, Georgia, United States.

Is MAX Exchange a funded company?

MAX Exchange is a funded company, having raised a total of $72.14M across 9 funding rounds to date. The company's 1st funding round was a Series B of $16M, raised on Mar 03, 2010.

What does MAX Exchange do?

MAX Exchange was founded in 2009 in Atlanta, United States, as an online platform in the financial sector focused on mortgage loans. Trading activities are facilitated, including pricing, sourcing, buying, reviewing, and settling of loans. Access to qualified counterparties is provided, along with anonymous trading options, flexible transaction types, bids and offers, standardized products, centralized approval and monitoring processes, dispute resolution mechanisms, and independent loan reviews.

Who are the top competitors of MAX Exchange?

MAX Exchange's top competitors include Fundrise, CrowdStreet and Polly.

What products or services does MAX Exchange offer?

MAX Exchange offers Digital Mortgage Exchange, Flow Loan Trading, Seasoned Loan Trading, and Bid Tape Trading.

Who are MAX Exchange's investors?

MAX Exchange has 6 investors. Key investors include J P Morgan, JPMorgan Chase, South Street Securities, AGNC Investment corporation, and Atlas Merchant Capital.

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