MX Technologies Valuation, Funding & Investors

StashAway is a Singapore-headquartered digital wealth manager using its proprietary ERAA framework for risk-managed portfolios across stocks, bonds, and alternatives. Available in Singapore, Malaysia, and Hong Kong since 2016, it serves retail investors with automated rebalancing to adapt to economic regimes. The platform manages multi-asset strategies including ESG funds and fixed-income products.

Esusu is a New York-headquartered financial technology company founded in 2016 that reports renters' on-time payments to major credit bureaus like Equifax, Experian, and TransUnion. Property owners leverage its analytics dashboard to screen tenants, forecast cash flow, and lower eviction rates by up to 60 percent through improved tenant selection. The platform processes rent data from over 2 million units across the United States, partnering with large multifamily operators such as Related Companies and Greystar. Esusu also offers financial literacy tools and emergency rent relief programs to support low-income households.

TP ICAP GROUP PLC provides broking professional intermediary services to match buyers and sellers of different financial, energy, and commodities products. Its role includes creating liquidity and price discovery in markets and providing insight and context to the clients. The company provides proprietary over-the-counter ('OTC') pricing information in the world with the data on financial, energy, and commodities products. Its clients include banks, insurance companies, pension funds, asset managers, hedge funds, central banks, energy producers and refiners, risk and compliance managers, and charities. The company's segments include Global Broking which generates key revenue, Energy & Commodities, Liquidnet, Parameta Solutions, and Corporate.

Shenzhen Fortune Trend Technology Co Ltd is engaged in research and development of securities analysis systems and computer communication systems. It provides securities investment analysis system for securities institutions and investors under the brand Tongdaxin. Tongdaxin's well-known online trading products are: China Merchants Securities Zhiyuan One Account, Guoxin Securities Golden Sun Edition, CITIC Securities Zhixin All-rounder, GF Securities Financial Terminal, Galaxy Securities Neptune, Guotai Junan Securities Fuyi, among others.

ClearScore is a personal finance platform that gives consumers free access to their credit scores and reports alongside a marketplace of credit cards, loans, and other financial products matched to their profile. Founded in 2015 and led by Justin Basini, the London-based company has grown to serve tens of millions of customers across multiple continents, including expansions into South Africa. It has broadened its offering over time from unsecured credit broking into mortgages, secured lending, and open-banking-powered budgeting tools.

Carta is a San Francisco-headquartered transfer agent and equity management platform for private companies from seed to pre-IPO stages. The service digitizes stock certificates, options, warrants, and derivatives, providing real-time cap table visibility to shareholders, employees, auditors, and legal teams.

Finatext Holdings Ltd is engaged in providing cloud native infrastructure for wealthmanagement/insurance providers, and support data analysis development.

Founded in 1998 and headquartered in New York City, Tradeweb Markets is a leading fixed-income trading platform. While it does offer electronic processing for some voice-negotiated trades, the company focuses primarily on providing electronic trading networks that connect broker/dealers, institutional clients, and retail customers. While the company offers trading in a wide variety of products, the bulk of its business is in US and European government debt, mortgage-backed securities, interest-rate swaps, and US and international corporate bonds. The firm also sells fixed-income trading and price data, primarily through a deal with Refinitiv’s Eikon service.

Hithink RoyalFlush Information Network Co Ltd is engaged in providing Internet financial information services and online financial software. The company's business includes an online market trading system, mobile financial information service, fund sales, financial big data processing, and cloud services. It serves individuals, brokers, funds, private placements, banks, insurance, government, and research Institutional clients.

Acorns is an Irvine-headquartered micro-investing platform that rounds up everyday debit card purchases to invest spare change into diversified exchange-traded fund portfolios. Asset managers such as Vanguard and BlackRock supply the underlying low-cost index funds tracking S&P 500 and total stock market benchmarks. The app also features automated recurring investments, retirement accounts, and banking services with FDIC-insured checking. Launched in 2012, Acorns serves customers throughout the United States.

CoinSwitch is India's largest cryptocurrency investment app serving over 20 million users. The Bengaluru-headquartered platform simplifies crypto purchases through one-time buys or systematic investment plans via a mobile-first interface. Users access educational content on Web3 and track market sentiments using the Crypto Rupee Index. CoinSwitch operates as a trusted gateway for retail investors entering bitcoin, ethereum, and other digital assets.

TOP Financial Group Ltd is an online brokerage firm in Hong Kong specializing in trading local and overseas equities, futures, and options products. The Company generates brokerage commission income by enabling its customers to trade on multiple exchanges present globally. The company operates in only one segment which is the futures brokerage service.

Matsui Securities Co Ltd is a Japanese online securities broker that provides services and a trading platform for retail investors. The company's main business is stock brokerage targeting individual investors, and provide online securities trading services. Specifically, it provides services such as commissioned trading of stocks and futures/options, underwriting, offering and selling, sales of investment trusts, and FX (foreign exchange margin trading). Since it has a single segment of online securities trading services, and have omitted the description of each segment. In addition, it has omitted the description of affiliated companies as those are of little importance.

New York-headquartered CAIS is a fintech platform connecting independent financial advisors to alternative investments including hedge funds, private equity, private credit, real estate, structured notes, and digital assets. The marketplace streamlines access, execution, and reporting for over 4,000 advisor firms managing $4 trillion in assets. CAIS partners with Mercer for due diligence on fund managers and offers model portfolios via Allvue integration. Registered as an NFA member, securities are distributed through CAIS Capital LLC, a FINRA and SIPC member.

Icon is a Denver-based retirement technology provider offering Portable Retirement Plans that integrate with payroll systems for small businesses nationwide. The platform automates 401(k) administration, compliance reporting, and participant onboarding via APIs compatible with Gusto and ADP. Its PRP model allows account portability across employers, serving over 1,000 companies with features like auto-escalation and financial wellness tools.

Vestwell is a New York-headquartered financial technology platform delivering workplace savings solutions including 401(k), 403(b), IRA, 529 education, emergency, and ABLE accounts. Established in 2016, it integrates with payroll providers such as ADP and Paychex to streamline enrollment and administration for employers nationwide. The API-based system supports student loan repayment benefits and serves financial advisors, institutions, and government agencies, powering accounts for businesses across the United States with a focus on accessibility for retirement, education, healthcare, and disability savings.

Scalable Capital is a Munich-headquartered neobroker offering commission-free ETF trading and robo-advisory for retail investors across Germany. Founded in 2014, the platform manages 5 billion euros in assets with automated portfolios and prime brokerage for institutions. Scalable Capital partners with BlackRock for index funds and operates via Gettex exchange connectivity.

iFAST Corp Ltd is an investment holding company. It is engaged in the development of software, marketing of unit trusts, exchange-traded funds, listed stocks, debt securities, and Singapore government securities through websites and acting as an investment advisor, dealer, and custodian in the securities. The company operates through geographic segments are Singapore, Hong Kong, Malaysia, United Kingdom, and China. The Singapore region generates maximum revenue for the company. iFAST receives revenue in the form of commissions and fees.