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Our Mission

Empowering the world to be financially strong

MX is on a mission - a mission to improve the financial lives of individuals everywhere. We believe each of us has a moral imperative to use our time and talents to change the world for the better.

Our Vision

Finances as they should be

MX puts a user’s data on center stage, molding it into a cohesive, intelligible, and interactive visualization. As a result, users engage more often and more deeply with your digital banking products.

Our People

At MX, we’re all about creating value. We believe finance can be simpler, more useful, and even enjoyable. We’re passionate about what we do, we have fun, and we trust each other as we work hard. It’s a good life.

 
 
 

Our Values

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

At MX we try to embody our values in everything we do. These values consistently come up in our meetings, helping us either choose or exclude certain options on the table. Because we rely on our values daily to make decisions, it is critical that the team truly understands them and resonates with them. It is also critical that all new hires feel excited to be in an environment that is committed to these values.

We believe that we have a moral imperative to always be advancing mankind. We believe it is possible to change the arc of humanity and we intend to. We align with those that are on a mission to improve the world. We strive for such things and will contribute all we can in the roles, ways and companies that have the most impact. Contribution demands execution and MX chooses to have a strong bias towards execution. We know that we cannot contribute and have impact at scale if we do not have a culture of clear individual, team and organizational accountability.

We choose to be exuberant and buoyant in all we do. We think of life as a gift and a chance to make each person’s journey even better. We believe we get the chance but also have the responsibility to uplift others by being inspirational, encouraging, kind (even when being firm), and loving. We strive in everything we do to be constructive and kind while keeping any ire or condescension at bay. Bottom line: We don’t like jerks. We have the right attitude while enjoying and being grateful for the ride!

When encountering any problem across MX, we ask ourselves, “If not me, then who? If not now, then when?” We care deeply about the company, its trajectory and velocity to the point we can not stay silent if we see an area where we can do better. We are willing to vigorously and passionately debate options so that we can quickly come to the optimal solution. We are gritty, relentless leaders (regardless of title) who are introspective and self-analytical. In the face of complex, long term problems, we are capable of composing world-changing solutions by reducing problems to fundamental bite-size iterative pieces. We deliver quality work and build for the long term.

We demand transparency, openness and trust from ourselves and each other. We err on the side of trust and transparency and rely on precise data-driven clarity. We are a data-driven organization that believes in radical honesty. We leverage metrics and data to celebrate our capability, increase our transparency, optimize our accountability, and expose our vulnerability. Then we use that data to make solid strategic decisions. We are precise in all things to remove ambiguity and drive to clarity across the organization.

We are truth seekers who believe that radical honesty and integrity are requisite in all actions. Pride and defensiveness have no place in seeking what is true and right. We remove ego, seek input/feedback, challenge personal assumptions, introspect, improve, and then repeat. Data rules! Data determines merit of claims in a debate. Meritocracy is established by results verified by data. No one at MX is entitled to influence within MX, except on the merits of the value they generate. Influence is not the result of a title distinction, tenure, or personal belief. It is the result of continuous, results-driven value creation that ripples across the organization.

We choose to have empathy and be aware of how we are affecting others – always being respectful, fair and kind to team members, the company, partners, clients, end-users, competitors and the world. We choose to hold ourselves personally and collectively responsible to be observant, informed, grounded, mindful, perceptive, sensible, wise and judicious as we determine how to have the best effect on those around us. We believe in team fit and natural resonance that drive strong team cohesiveness. When team fit is off, we believe it is best for all sides to openly communicate, be supportive and then find their optimal fit.

We believe in highly iterative and rapid innovation. We start small, make quick cuts, test assumptions, fail quickly, make adjustments and improve. By innovating this way, and living fiercely loyal to all of the MX values, we will naturally have ideal innovation.

Purposeful Contribution

Exuberance for Life

Founder Mindset

Foundation of Trust

Objectivity in Discourse

Cognizance

Iterative Innovation

Purposeful Contribution

Founder Mindset

Objectivity in Discourse

Iterative Innovation

Exuberance for Life

Foundation of Trust

Cognizance

Our Perks & Benefits

How are we different? What makes us tick? Check out our values, our benefits, and our philosophies that make MX the best place you've ever worked.

Unlimited Time Off And Holidays

100% employer covered insurance

401K Matching

Generous parental leave

Fully stocked breakrooms

Breakfast - Lunches - Dinners

UTA Passes

On-site gym

Recognition

Our Leadership Team

MX leadership team brings together years of experience building amazing companies and products.

Ryan Caldwell

Founder & CEO

Ryan Caldwell

Founder & CEO

Has founded and grown multiple tech startups through multi-million dollar exits

Technology, Platform and Security consulting for Microsoft and Visa in Bellevue, London and Singapore

Founded MX 2010

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Brandon Dewitt

Co-Founder & CTO

Brandon Dewitt

Co-Founder & CTO

Co-Founder and CTO of MyJibe, a personal financial management company, acquired by MX in 2012

Served on the executive technology committee at Experian

Former development manager at Baker Hill and Solutions Manager at Experian

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Ben Holzman

COO

Ben Holzman

CCO

Board member at Rapid7, led original funding, recruited team. Co-CEO & CFO at ObserveIT

Former Managing Director Bain Capital, co-built enterprise software practice

VP Sales operations Iron Mountain, co-led redesign of GTM approach & built Sales Ops

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James Dotter

CFO

James Dotter

CFO

Finance (CFO) and Operations Executive at InsideSales.com, responsible for driving (i) market cap from $6M to $1.6B, (ii) $145M in venture capital financing, (iii) sales operations during 5 years of 100%+ revenue growth, (iv) team growth from 15 to 400+ employees, and (v) designed data models for company’s proprietary machine learning platform. Founded and sold Provinti.

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Don MacDonald

CMO

Don MacDonald

CMO

Former CMO at Intel, grew Intel to Worlds 5th most valuable Brand

Fiserv’s first CMO – unified 175 companies under one name, tripled market cap

VP of Marketing at Qualcomm, Joined MX in November 2015

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Nate Gardner

CCO

Nate Gardner

CCO

Former CEO of Costa Vida, a restaurant brand that expanded to 25 branches at the time of his multi-million dollar exit

Driven MX Client Services team to deliver above 90% cumulative retention & 98% annual retention

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Jane Barratt

CAO

Jane Barratt

CAO

Founder and former CEO of GoldBean.

Financial advisor and educator, market commentator and champion of financial strength.

20-plus years driving growth for Fortune 500 companies, including many financial services institutions.

Expert commentator on Reuters TV and a personal finance educator on LinkedIn Learning.

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Don Parker

EVP Partnerships

Don Parker

EVP Partnerships

Director Association for Financial Technology

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Brandon Woolf

EVP of People Operations

Brandon Woolf

EVP of People Operations

Former head of program management Google for Work

VP of Marketing Lucid Software

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Open Positions

Craft beautiful software, change the world. Check out our available positions below. Things change constantly so check back often.


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