MAX Exchange

Atlanta, United States Founded: 2009 • Age: 17 yrs
Mortgage loans are bought and sold via an online platform.
Annual revenue - Latest available
Total funding $72.1M 9 rounds
Employees - Tracked headcount
Investors 6 Known backers
Products 4 Services tracked
Competitors 9 Brand Intelligence

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
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Maxex, Llc
Operational Areas
Financial Services → Private Capital & Alternative Investments Unlock Sub-Sector Unlock Segment
Financial Services → FinTech & Digital Finance Unlock Sub-Sector Unlock Segment
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Financial Services → FinTech & Digital Finance Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $72.14 M (USD)

    in 9 rounds

  • Latest Funding Round
    Not available
  • Investors
    J P Morgan

    & 5 more

  • Employee Count
    Not available
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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.

Product name locked
Category locked
Primary

Platform for buying and selling mortgage loans efficiently.

Product name locked
Category locked
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Service for trading flow loans in secondary market.

Product name locked
Category locked
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Program for trading experienced mortgage loans.

Product name locked
Category locked
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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.

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.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Atlas Merchant Capital is engaged in global investment strategies.
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Repo, mortgage, and equity finance services are provided.
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Comprehensive financial services are provided to corporations and individuals.
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Investor details for MAX Exchange

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by MAX Exchange

Investments
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Investment portfolio details for MAX Exchange

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Financial Statements - MAX Exchange

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Detailed financials for MAX Exchange

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  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

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Max Exchange Comparisons

MAX Exchange Primary company
Description
Mortgage loans are bought and sold via an online platform.
Location
Atlanta, United States
Founded Year
2009
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for MAX Exchange

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

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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.

Company Name Domain Founded year HQ Location Description
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An investment platform offering access to private market investments
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Loan servicing solutions are provided for mortgage lenders.
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Real estate crowdfunding platform
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An online platform is provided for trading tokenized loan portfolios.
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Real estate crowdfunding opportunities are provided to investors online.
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Detailed competitors of MAX Exchange

Competitor domains, locations, full profiles, and operating metrics require an active premium plan.

  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

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Latest news on Max Exchange

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Complete news archive for MAX Exchange

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  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about MAX Exchange

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

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

MAX Exchange is a funded company, having raised a total of $72.14M across 9 funding rounds to date.

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.

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

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

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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