PortX-preview

Portx-financial-software

PortX

Private

Mercer Island, WashingtonFinTechhttps://www.portx.io

Last Round

Series B

Sep 27, 2023

Total Funding Raised

$34M

Momentum Score

25 /100

Company Overview

PortX (Financial Software) is a financial technology company that offers integration software to facilitate access to banking core data and streamline digital transformation for financial institutions.

Sector

FinTech

Verticals

Platform-as-a-Service, Data Integration, API Management, Financial Data, Vertical SaaS

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Non-AI

Keywords

integration platform-as-a-serviceiPaaScore banking integrationconnectivity-as-a-serviceCaaSfinancial iPaaSbanking middlewarecore connectorsopen banking platformpayment integrationcredit union technologycommunity bank technologyCUSOAPI managementplumbing for fintechAI banking platform

Historical Pricing

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Caplight Momentum Score

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PortX Comps

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Company	Status	Est. Valuation	Rev Multiple
OpenAI	Private	$86.0B	~40x
Cohere	Private	$5.0B	--
Competitor 1	Public	$XX.XB	XXx
Competitor 2	Public	$XX.XB	XXx

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PortX Funding Rounds

Historical fundraising activity

Round	Date	Amount Raised	Valuation	Investors	Sources
Series B	Sep 27, 2023
Series A	Sep 13, 2022

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Key People

Founding team and executive leadership

David Wexler

CEO

Executive Team

PortX Investors

Notable investors and investment history

Investor	Rounds
Curql Fund	Series B
Choice Bank	Series A
Btech Consortium	Series B
BankTech Ventures	Series B, Series A
American Capital Partners	Series A
Strandview Capital	Series B
EJF Capital	Series B

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Market signals

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Apr 8, 2026
Added Corelation, Inc. as a customer.
Mar 8, 2026
Added QCash Financial, LLC. as a customer.

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PortX Filings

SEC and related filings with document metadata.

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PortX Filings

SEC and related filings with document metadata.

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Firmographic Details

HeadquartersMercer Island, Washington

Employee Range89

Year Founded2013

Last FundingSep 27, 2023

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