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COMPANY PROFILE

MAX Exchange

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Exchange and clearing house for the purchase and sale of residential mortgage loans

Atlanta, United StatesFounded 2012Fintech
Valuation $100–250M Last recorded · 2018
Headcount <100 Current team size
Total funding $50–100M Disclosed equity funding
Unlock exact values This page shows ranges. Dealroom has the exact numbers for MAX Exchange and the history behind them.

About MAX Exchange

MAXEX is a pioneering digital mortgage exchange that revolutionizes the secondary mortgage market by providing a single clearinghouse for buying and selling residential mortgage loans. Launched in 2016, MAXEX addresses inefficiencies exposed by the 2008 housing crisis, offering greater liquidity, efficiency, and transparency. The company serves a diverse range of clients, including mortgage originators, banks, and investors, by facilitating the trading of jumbo mortgages and non-qualified mortgage (non-QM) loans. Operating in the U.S. mortgage market, which is the largest credit market globally with $10 trillion outstanding, MAXEX simplifies the traditionally complex and costly process of mortgage trading. By reducing acquisition costs and streamlining operations, MAXEX helps clients source high-quality loans more efficiently. The business model is based on transaction fees from facilitating these trades, ensuring a steady revenue stream.

Source: Dealroom company data

At a glance

Status
Operational
Founded
2012
Headquarters
Atlanta, United States
Employees
89
Open positions
None listed
Dealroom signal
71.1/100
Industry
Fintech, Real Estate
Sub-industry
Mortgages & Lending
Sector
Fintech, Financial Exchanges, Trading
Client focus
b2b

Funding history

10 recorded events

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
LATE VCOther financing Feb 2026 $0 — TradeWeb Markets ↗
LATE VCOther financing Jun 2023 — — JP Morgan · Moore Asset Backed Fund · South Street Securities Holdings · Atlas Merchant Capital ↗
Showing the latest 2 of 10 recorded eventsBook a demo for the full funding history →

Growth signals

MAX Exchange website traffic

Latest recorded traffic for MAX Exchange is 4.7K monthly website visits, up 17.5% over the last three months. MAX Exchange's team grew 2.3% over the past year.

Latest monthly visits4.7K 3-month web change+17.5% 1-year team growth+2.3%
Summary metrics are public; monthly history is available with a demoCompare with peers →

Similar companies

Closest operating peers by Dealroom taxonomy

Company identity and context are open; selected comparison metrics preview what is available on the platform.

Showing 8 of the closest matchesCompare every metric →

Investments and acquisitions

Capital deployed

Recent portfolio relationships for companies that also act as investors or acquirers.

Investors

10 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Series A4 investors entered at this stage

  • QuarterMoore
  • Fenway Summer Ventures
  • Bienville Capital
  • Ellis Capital

Series B and later6 investors entered at this stage

  • Moore Asset Backed Fund
  • JP Morgan
  • AGNC Ventures
  • South Street Securities Holdings
  • Atlas Merchant Capital
  • TradeWeb Markets
Team profiled 14 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 7 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
2 countries with
team presence
🇺🇸 United States97%
🇱🇹 Lithuania3%
2 countries shown

Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about MAX Exchange on X, ranked by likes and reposts, corporate channels excluded.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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