ROX Financial

What ROX Financial does

ROX Financial is a private, for-profit financial services company founded in 2018 and headquartered in New York. According to its firmographic profile, the company's stated function is to expand public market access to differentiated commercial real estate (CRE) investment opportunities, positioning it at the intersection of CRE origination or sponsorship and public capital markets distribution. The firm operates with a headcount of 11-50 employees and is led by co-founder and chief business officer Lior Boker, with Eyal Leibovitz serving as group chief financial officer.

The firm received investment from World Trade Ventures in 2021, representing the only disclosed institutional capital event in the source data. Specific product mechanics, underlying technology stack, fee structure, and revenue model are not disclosed in the available material, which limits assessment of the platform's operational architecture. No customer logos, AUM, transaction volume, or distribution partnerships are documented, and the source data carries a conflicting signal: the company's web domain (RoxFinancial.com) appears on Atom.com's domain marketplace, raising ambiguity about the operating status of the underlying business that the source data does not resolve.

Name

ROX Financial

Website

https://roxfinancial.com

Company type

Private

Founded year

2018

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Commercial Real Estate Investment Platform

NAICS

Investment Banking and Securities Intermediation (523150)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE)

akta.pro secondary industry

Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)

Keywords

• Commercial real estate
• Investment platform
• Public market access
• Alternative investments
• Real estate securities

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Core offering

ROX Financial expands public market access to differentiated commercial real estate investment opportunities. The firm structures CRE investment exposures as publicly accessible financial products, enabling investors to participate in commercial real estate deals through public-market vehicles. Distribution is supported by a New York-based team of 11–50 employees.

Product overview

ROX Financial is not an established operating company in the source data. The only reference to "RoxFinancial" is a premium domain name (RoxFinancial.com) listed for sale on Atom.com, a domain marketplace. The domain listing describes potential use cases for this domain name (robo-advisor platform, digital banking app, personal finance tool), but no actual company, product, or service exists to profile.

Differentiator

Problem solved

Functional benefit

Products and services

• Public-market CRE investment products Investment vehicles that provide investors with access to differentiated commercial real estate opportunities through public-market structures, designed for institutional and qualified investors seeking liquid, transparent CRE exposure.

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Expansion highlights1 record

Direct peers

• Fundrise: Real estate investment platform that pools investor capital to acquire and manage commercial and residential properties, with public-market-style accessibility. Comparable business model targeting democratized CRE exposure.
• Yieldstreet: Alternative investment platform offering fractionalized access to CRE, marine finance, and other alternative assets. Comparable in expanding public/broader investor access to differentiated real estate opportunities.
• Cadre: Tech-enabled CRE investment platform that enables institutional and individual investors to access commercial real estate opportunities. Directly comparable as a CRE access/platform business.
• CrowdStreet: Online CRE investment platform offering individual investors access to institutional-quality commercial real estate deals. Directly comparable to ROX Financial's thesis of expanding access to differentiated CRE investment opportunities.
• RealtyMogul: Online marketplace for commercial real estate financing and investing, serving both individual and institutional investors. Directly comparable to ROX's CRE capital access thesis.

Emerging players

• PeerStreet: Platform that previously offered individual investors access to CRE-backed debt investments, demonstrating a similar model of expanding CRE capital access to non-institutional investors.
• AcreTrader: Investment platform democratizing access to farmland and other specialty real estate assets through fractional ownership. Comparable as a niche CRE access platform bringing differentiated real estate to broader investor pools.

Broad incumbents

• CBRE Capital Markets: Largest global commercial real estate services firm with a dominant capital markets advisory practice (debt/equity placement, investment sales). Overlaps with ROX's stated CRE capital markets intermediary role but at vastly greater scale and with institutional-only relationships.
• Newmark Group: Commercial real estate advisory and investment sales firm with significant capital markets execution capabilities. Provides institutional CRE capital markets services overlapping ROX's positioning.
• JLL Capital Markets: Global real estate investment and advisory firm with a dedicated capital markets group providing debt and equity placement for CRE transactions. Broad incumbent offering overlapping services in the same space.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat1 record

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ROX Financial