MX Enables You to Do More with Financial Data

MX helps financial providers and their consumers understand and do more with financial data. We improve business and consumer outcomes by helping to reliably connect and verify data, surface data insights, and deliver personalized money experiences. For businesses, this means increased performance, lower risk, new revenue opportunities to drive growth, and improved customer engagement and retention. For consumers, it means they can more easily manage financial data, gain insights to make better money decisions, and reach their financial goals.

border wave v2

Products At-a-Glance

mx connectivity
icon connect


Securely connect to and verify consumer financial data.

  • Data Access: improves the provisioning and data sharing experience between financial institutions, fintechs, and other third parties.
  • Balance Checks: helps quickly verify account balances prior to initiating transfers, reducing risk, mitigating ACH returns, and protecting against NSF and overdraft fees by having a clear view into available funds.
  • Instant Account and Identity Verifications: fast, reliable verification technologies to help organizations better manage risk, protect against cyberattacks, and maintain regulatory compliance. MX reduces reliance on manual verification processes with instant account verifications (IAV) and account owner identification.
  • Account Aggregation: enables consumers to connect and view all of their financial accounts in one place, providing consumers and their financial providers to have full visibility into their varying financial accounts as well as the associated data.
icon data


Make financial data actionable and deliver insights with context, cleansing, and categorization.

  • Data Enhancement: delivers enhanced, verified financial data to enable better decisions, experiences, and outcomes.
mx data
mx experience
icon experience


Provide APIs and tools to build personalized money experiences that drive engagement and growth.

  • Insights: translates consumer financial data into actionable insights to deliver personalized experiences, drive consumer engagement, and support financial wellness.
  • Mobile Banking: a fully-featured digital banking platform that empowers financial institutions and fintechs to deliver data-driven, contextual, and personalized experiences.
  • Personal Financial Management: simplifies consumer interactions with their finances from connecting all their accounts in one place, to best-in-class digital money management and notifications capabilities.
wave gradient

Who We Are

blue light

MX Values

We value what we do and who we serve. Our values are what guides our aspirations.

value icon 1

Purposeful Contribution

value icon 2

Exuberance for Life

value icon 3

Founder Mindset

value icon 4

Foundation of Trust

value icon 5

Objectivity in Discourse

value icon 6


value icon 7

Iterative Innovation

Diversity and Inclusion

mx win
mx diversity icon win

Empowering the women of MX through professional development, mentorship, and community, with the ultimate goals of career advancement and an increase in female empowerment and leadership.

we are all win
mx bipoc
mx diversity icon unite

Encouraging, advocating, and educating MX employees on the challenges, initiatives, and stories of the Black, Indigenous, and People of Color (BIPOC) community. We strive to build connections, strengthen relationships, foster allyship, and tear down barriers (real or imagined) that limit acceptance, vulnerability, diversity of thought, honesty, and growth

we are all bipoc
mx pride
mx diversity icon pride

Committed to a culture of diversity, equality, and inclusion that welcomes, respects, and supports lesbian, gay, bisexual, transgender, and queer professionals. We seek to create a safe environment that empowers all LGBTQ+ employees to perform to their fullest potential and contribute to the greater goals of the company in advancing humankind by empowering the world to be financially strong.

we are all pride
mx veterans
mx diversity icon honor

At MX, we recognize the unique skills, experiences, and needs of military service members and their families. Our goal is to embrace our proud community of employee veterans, reservists, military spouses, and military families. We aim to support and encourage our community by raising awareness of its unique challenges, engaging in mentorship and career development opportunities, and participating in veteran and military spouse recruitment.

we are all veterans
wave gradient

Analyst Resources

MX News

Featured Clients

case studycase studycase studycase studycase studycase studycase studycase study