MAXWELL RAND

Name

MAXWELL RAND

Legal name

MAXWELL RAND INC.

Website

https://maxwellrand.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Private Equity & Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940), All Other Financial Investment Activities (52399)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

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

akta.pro secondary industries

Buy-Side M&A Advisory (FSAEAGAB), Strategic / Balance-Sheet CVC (On-balance-sheet investing) (FSANAHAA)

Keywords

• Private equity services
• Wealth management advisory
• Investment banking services
• Capital markets advisory
• Portfolio management services

Headquarters

HQ city

Fort Lauderdale

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Private Wealth Management: Ongoing advisory and portfolio management services for high-net-worth clients and stakeholders, assisting with private wealth and asset portfolio enhancement.
2. Investment Banking Services: Corporate finance advisory including M&A, LBO, going public as exit strategy, and capital markets advisory.
3. MAXAR Investment Programs: Investment programs offering low-risk to 10X ROI opportunities for qualified investors.
4. Back-Office Services: Administrative services including A/R, A/P, and Client Relations Management for corporate clients.
5. NASDAQ Listing Services: Guiding companies through 2-step NASDAQ listing process from private market to public offering.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

MAXWELL RAND is a private equity portfolio firm that delivers private wealth and asset portfolio management services targeted at the digital economy. Its core offerings include a 2-Step NASDAQ listing pathway (NPM to public), investment banking advisory for going public (valuation, legal, audit, transfer agent), Puerto Rico tax optimization, and back-office administrative services (A/R, A/P, Client Relations Management). The firm also operates the MAXAR investment program offering low-risk to 10X ROI opportunities for qualified investors.

Product overview

MAXWELL RAND is a private equity portfolio firm with unique protocols, specializing in the Digital Economy. The company assists stakeholders and clients with private wealth and asset portfolio management through a unified platform of services. The core offering includes portfolio management with a 2-Step NASDAQ Path for going public, supplemented by investment banking advisory, Puerto Rico tax solutions, and consultation/advisory services. The company also maintains a portfolio of technology ventures including METAXCHANGE AI INC., INVEST ROOM AI INC, WEB2TELE, VYPA Corp., NETSTAIRS.COM, and AITV Technologies, Inc. The service delivery follows a structured four-step process: consultation, contract signing, back-office services, and ongoing client service. The company was established in 1996 with headquarters in Florida since 2001.

Differentiator

Problem solved

Functional benefit

Products and services

• MAXWELL RAND Portfolio Management Private equity portfolio management services specializing in the Digital Economy, assisting stakeholders with private wealth and asset portfolio enhancement.
• 2-Step NASDAQ Path A pathway for private companies to list on NASDAQ Private Market (NPM) and progress to a full NASDAQ public listing, designed to support a smoother, more successful IPO process.
• Investment Banking Services Expert team-based financial advisory services for valuation, legal, audit, transfer agent selection, and public exchange attraction to support going public processes.
• Puerto Rico Tax Solutions Tax optimization services reducing capital gain taxes to zero and offering as low as 4% corporate tax rates.
• Back-Office Administrative Services Managed back-office services including accounts receivable, accounts payable, and client relations management for clients.
• MAXAR Investment program offering low-risk to 10X ROI opportunities for qualified investors.
• Consultation & Advisory Expert advisory services including risk assessment, savings evaluation, and legal and accounting advisory, working with leading universities and research centers.

Quantifiable outcome

• Reduction of capital gain taxes to ZERO
• +2 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• EF Hutton: Full-service investment bank focused on small- and mid-cap public and pre-IPO companies, providing capital markets advisory, ECM, and M&A. Comparable to Maxwell Rand's NASDAQ listing advisory and investment banking service stack.
• A.G.P. / Alliance Global Partners: Small-cap investment bank and capital markets advisor specializing in IPOs, follow-on offerings, and M&A for growth companies. Closely comparable to Maxwell Rand's 2-Step NASDAQ listing, capital markets advisory, and small-cap IPO focus.
• Univest Securities: Full-service broker-dealer and investment bank focused on small-cap and emerging-company ECM and advisory. Comparable on the pre-IPO, NPM-stage, and small-cap listing advisory workflow that Maxwell Rand packages.
• Maxim Group: Full-service investment bank, broker-dealer, and wealth manager serving small/mid-cap issuers and HNW clients. Closely aligned with Maxwell Rand's combined wealth-management and IPO advisory model.
• ThinkEquity: Boutique investment bank specializing in IPOs, follow-on offerings, and capital markets advisory for small-cap issuers. Direct peer on the small-cap ECM/IPO advisory business Maxwell Rand targets through its 2-Step NASDAQ Path.
• D. Boral Capital: Boutique investment bank focused on small-cap IPOs, advisory, and capital raising for growth companies. Direct comparable on the pre-IPO and small-cap ECM advisory workflow Maxwell Rand packages.
• Roth Capital Partners: Investment bank focused on emerging-growth and small-cap companies, with deep ECM and advisory practices. Direct peer on the small-cap IPO advisory and private-to-public transition business Maxwell Rand targets.

Broad incumbents

• Houlihan Lokey: Global investment bank with strong M&A advisory and capital markets practices. Comparable on corporate finance and ECM advisory, though Maxwell Rand operates at a much smaller scale and digital-economy niche.
• B. Riley Financial: Diversified financial services firm offering investment banking, wealth management, and capital markets to small/mid-cap issuers. Comparable breadth across advisory and wealth, though at materially larger scale.

Emerging players

• DigitalBridge: Alternative asset manager focused on digital infrastructure and the digital economy. Comparable thematic exposure to Maxwell Rand's 'Digital Economy' positioning, though operating in infrastructure equity rather than private wealth.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/maxwellrand
• Facebookfacebook.com/maxwellrandlive
• LinkedInlinkedin.com/company/maxwell-rand

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries6 records

Funding overview

Funding rounds

Investors

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 MAXWELL RAND