Financial Data Provider MX Announces Interim CEO as Founder Ryan Caldwell Moves to Executive Chairman Role

Financial data provider MX has announced that Shane Evans has been appointed Interim Chief Executive Officer and member of the Board of Directors, effective immediately.

Founder Ryan Caldwell has exited the CEO role and will transition to Executive Chair.

The change is being led by Caldwell’s desire to spend more time with his family including his daughter’s health and recovery. Caldwell will continue to advise the executive team to support its ongoing growth.

Caldwell said that Evans, acting as President, has worked extensively with the board and executive team to increase revenue, scale the business, and position MX as the leading financial data platform for organizations everywhere.

“I am confident that Shane is the right person to lead MX through this next phase of growth and category leadership. I look forward to working closely with Shane as we continue to build the business, help organizations connect to and harness the power of financial data to grow their business, and transform the way people engage with their money.”

The open banking provider reports relationships with thousands of traditional financial services firms as well as Fintechs.

 



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Disclosure Quest

Reg A - Form 1-A Filings Beta

Beta. Initial Form 1-A only. Target raise is the stated Amount to be Raised, totaled. Compared with the same dates one year earlier.

YTD: Jan 1, 2026 - Oct 17, 2026 vs Jan 1, 2025 - Oct 17, 2025

Share this graph
Number of Filings129Prior 123 +4.9%
Target Raise, Total$3.37BPrior $3.45B -2.2%
This YTDYear priorChange
Filings 129 123 +4.9%
Target raise $3.37B $3.45B -2.2%

Sponsored by the Crowded Media Group the leading digital news service covering the global Fintech Industry, including digital assets, crowdfunding, tokenization, and other innovations in capital markets. email us @CrowdfundInside

Source: DisclosureQuest. Initial Form 1-A only.

Created by Crowded Media Group

This display counts initial Form 1-A filings only. It does not represent subsequent filings, including Form 1-A/A amendments or Form 1-A POS post-qualification updates filed by the issuer. Amounts are the stated Amount to be Raised on the initial filing, not capital raised and not amounts revised in later filings.

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