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MX Financial Data

MX Financial Data offers a financial intelligence platform that converts financial data into growth in deposits, loans, cards, and wellness.

Venture Funded$200M+Series DVista Equity PartnersFifth Third CapitalMercury Fund
financial datadata aggregationdata cleansingfintech
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About

The vendor describes its platform as a leading financial intelligence platform that helps financial institutions and FinTechs turn digital channels into growth channels. The platform addresses issues such as deposits leaving, loans going elsewhere, and cards going cold by providing various products. These include a Financial AI Assistant for consumers to ask about their money in plain language, Financial Insights for data-driven personalized guidance, and Customer Analytics to use transaction data and financial behavior for personalized messaging and offers. Other products include Account Aggregation for a complete account view, Personal Financial Management (PFM) tools, Data Access via secure OAuth connections, Instant Account Verifications, Data Enhancement for clean and categorized transaction data, Investment Data aggregation, and Mobile Banking built on the MX platform. The vendor states that the platform helps grow deposits, lending, cards, and financial wellness by providing complete financial visibility, turning data into intelligence, delivering guidance, and enabling users to act on financial guidance.

Read from mx.com on 2026-08-26. We describe what the vendor states; we do not audit it.

Enterprise Readiness

from cataloged data
60/100 · Established
Security & ComplianceNot disclosed

No compliance certifications listed

Deployment FlexibilityPartial

Cloud-based: Cloud

Integration DepthStrong

8 documented integrations

Proven AdoptionPartial

6 documented use cases

Company MaturityStrong

Founded 2010 · Series D

Composite of public compliance, deployment, integration, adoption, and company signals. “Not disclosed” reflects gaps in available data, not a vendor deficiency.

Independently sourced

Pulled directly from regulator filings and platform APIs. No vendor or editorial input.

Enterprise Use Cases

Financial data aggregation and normalization
Customer financial insights and analytics
Risk and fraud detection enhancement
Personalized financial product recommendations
Regulatory compliance reporting
Automated bookkeeping and reconciliation

Integrations

SalesforcePlaidQuickBooksXeroMicrosoft DynamicsOracle NetSuiteSAPHubSpot

How MX Financial Data compares

ToolReadinessPricingDeploymentComplianceIntegrations
MX Financial Data60 · EstablishedEnterpriseCloud8
AyasdiNot scoredEnterpriseCloud, On-Premise, Hybrid7
BehavoxNot scoredEnterpriseCloud, On-Premise, Hybrid7
Quantexa70 · StrongEnterpriseCloud, On-Premise, Hybrid8

Peers from the same category, ranked by Enterprise Readiness. Readiness is a composite of cataloged compliance, deployment, integration, adoption, and company signals.

Frequently Asked Questions

What is MX Financial Data used for?

MX Financial Data is mX Financial Data offers a financial intelligence platform that converts financial data into growth in deposits, loans, cards, and wellness. It is commonly used for financial data aggregation and normalization, customer financial insights and analytics, risk and fraud detection enhancement, and personalized financial product recommendations.

Is MX Financial Data free, and how is it priced?

MX Financial Data uses enterprise pricing, typically a custom quote based on seats, usage, and requirements. Contact the vendor for a quote.

How can MX Financial Data be deployed?

MX Financial Data supports Cloud deployment. It is delivered as a cloud-hosted service.

What does MX Financial Data integrate with?

MX Financial Data documents 8 integrations, including Salesforce, Plaid, QuickBooks, Xero, Microsoft Dynamics, and Oracle NetSuite.

When was MX Financial Data founded?

MX Financial Data was founded in 2010 and has raised $200M+ in funding.

Is MX Financial Data enterprise-ready?

Based on cataloged data, MX Financial Data has an Enterprise Readiness score of 60/100 (Established tier), derived from its compliance, deployment, integration, adoption, and company-maturity signals.

Quick Facts

PricingEnterprise
DeploymentCloud
Founded2010
Funding$200M+

Procurement

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