MAX Exchange - About the company
MAX Exchange is a series D company based in Atlanta (United States), founded in 2009 by Craig Hess and Thomas D. Casey. It operates as an Online platform to buy and sell mortgage loans. MAX Exchange has raised $72.1M in funding from investors like JPMorgan Chase, AGNC Investment corporation and Moore Capital Management. The company has 113 active competitors, including 31 funded and 8 that have exited. Its top competitors include companies like Fundrise, Equitymultiple and CrowdStreet.
Company Details
Online platform to buy and sell mortgage loans. The platform enables pricing, selling, sourcing, buying, reviewing, and settling mortgage loans. Its features include access to qualified counterparties, anonymous trading, flexible transaction types, bids and offers, standardized products, centralized approval and monitoring, dispute resolution, and independent loan reviews.
- Website
- www.maxex.com/
- Social
Key Metrics
Founded Year
2009
Location
Atlanta, United States
Stage
Series D
Total Funding
$72.1M in 9 rounds
Latest Funding Round
Investors
Ranked
2nd among 113 active competitors
Employee Count
89 as on Aug 31, 2026
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MAX Exchange's funding and investors
MAX Exchange has raised a total funding of $72.1M over 9 rounds. Its first funding round was on Mar 03, 2010. Its latest funding round was a Series D round on Jun 26, 2023 for $*****. 3 investors participated in its latest round. MAX Exchange has 8 institutional investors.
Here is the list of recent funding rounds of MAX Exchange:
Filter this list
Filter this listDate of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Jun 26, 2023 | 3726380 | Series D | 8395052 | 4419965 | 7307745 | 6329908 |
Jun 22, 2021 | 4662677 | Series C | 7662719 | 9730612 | 5633962 | |
May 07, 2019 | 4055980 | Series B | 4112315 | 5156808 |
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MAX Exchange's founders and board of directors
Founder? Claim ProfileThe founders of MAX Exchange are Craig Hess and Thomas D. Casey.
Here are the details of MAX Exchange's key team members:
- Craig Hess: Former Co-Founder of MAX Exchange.
- Thomas D. Casey: Former Co-Founder of MAX Exchange.
View details of MAX Exchange's Founder profiles and Board Members
MAX Exchange's employee count trend
MAX Exchange has 89 employees as of Aug 26. Here is MAX Exchange's employee count trend over the years:
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MAX Exchange's Competitors and alternates
Top competitors of MAX Exchange include Fundrise, Equitymultiple and CrowdStreet. Here is the list of Top 10 competitors of MAX Exchange, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Fundrise 2010, Washington, DC (United States), Series A | An investment platform offering access to private market investments | $53.7M | 77/100 | |
2nd | MAX Exchange 2009, Atlanta (United States), Series D | Online platform to buy and sell mortgage loans | $72.1M | 64/100 | |
3rd | Equitymultiple 2015, New York City (United States), Seed | Real estate crowdfunding platform | $6.8M | 60/100 | |
4th | CrowdStreet 2012, Bend (United States), Series D | Online crowdfunding platform for real estate | $69.5M | 59/100 | |
5th |  Tellus 2016, Newark (United States), Seed | Provider of a mobile app for property management and cash wallet services | $27.6M | 56/100 | |
6th | Polly 2019, San Francisco (United States), Series B | Provider of a capital markets platform for the mortgage industry | $77M | 50/100 | |
7th | _1530516565600.png?devicePixelRatio=2&height=30&width=30){kind=logo} AGORA Data 2017, Arlington (United States), Seed | P2P exchange marketplace for automotive financing | - | 49/100 | |
8th |  Pontoro 2018, Mountain View (United States), Series A | Provider of an online platform for trading loan portfolios | $17.9M | 48/100 | |
9th | RealtyShares 2013, Mountain View (United States), Acquired | Crowdfunding for Real Estate | $94.3M | 46/100 | |
10th |  Kay Properties and Investments 2010, Los Angeles (United States), Unfunded | Crowdfunding platform focused on real estate properties | - | - | 44/100 |
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MAX Exchange's Investments and acquisitions
MAX Exchange has made no investments or acquisitions yet.
Reports related to MAX Exchange
Here is the latest report on MAX Exchange's sector:
News related to MAX Exchange
Filter this listMedia has covered MAX Exchange for a total of 4 events in the last 1 year, 1 of them has been about company updates and 1 about people movement.
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Tradeweb Invests in Digital Mortgage Exchange MAXEXMarkets Media•Feb 17, 2026•MAX Exchange, Tradeweb
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MAXEX Names John Levonick General Counsel as Company Accelerates Digital Market TransformationBusiness Wire•Dec 16, 2025•MAX Exchange
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Maxex Introduces New Program to Address Growing AD Loan MarketMortgageOrb.com•May 16, 2023•MAX Exchange
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MAXEX Expands National Sales Force to Accommodate Rapid GrowthBusiness Wire•Dec 09, 2021•MAX Exchange
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