OZXchange

What OZXchange does

OZXchange is a Virginia Beach, United States-based financial services company that operates an online marketplace platform dedicated to Qualified Opportunity Zone (QOZ) Funds. Founded in 2017, the company operates with a small team (1-10 employees) and runs a single core product, the OZXchange Platform (ozxchange.com), where QOZ fund managers list their funds for discovery by potential investors. The platform's stated differentiator is its focus on operating businesses — such as water infrastructure — rather than traditional real estate, broadening QOZ investor access into non-real-estate sectors.

The company's go-to-market is marketplace-driven: it lists QOZ funds (e.g., Water On Demand's $200M water-infrastructure QOZ fund, with a $25M opening round and a projected ~18% IRR) and surfaces them to family offices, high-net-worth individuals, and institutional investors via the public website. Distribution is online through the OZXchange.com marketplace, with channel geo-scope described as global though operating geographies center on the United States. The platform has no app, no public API/SDK, no documented integrations, and no proprietary AI/ML capabilities.

OZXchange's revenue model is described as marketplace commission-based, tied to fund listing and capital-raising facilitation, though no pricing model, take rate, or contracted unit economics are disclosed. Strategic posture is built around deepening operating-business verticals (starting with water infrastructure via the Water On Demand partnership in October 2025), while broader operational, financial, ownership, and management data are largely absent from public sources.

Name

OZXchange

Website

https://ozxchange.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

OZXchange operates an online marketplace platform that lists Qualified Opportunity Zone Funds for discovery by family offices, high-net-worth individuals, and institutional investors seeking tax-advantaged operating-business and infrastructure investments.

Ownership category

akta.pro rank

Headquarters

HQ city

Virginia Beach

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Digital Commerce or Content

Cost components

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

Revenue model

1. Fund Listing Services: OZXchange provides a platform for listing Qualified Opportunity Zone Funds, enabling fund managers like Water On Demand to reach potential investors. The platform facilitates capital raising for QOZ funds through its marketplace listing.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

OZXchange operates an online marketplace platform that lists Qualified Opportunity Zone (QOZ) Funds, enabling fund managers to publish their funds and making these opportunities discoverable to family offices, high-net-worth individuals, and institutional investors. The platform facilitates capital raising for QOZ funds through marketplace listings, with its first major listing being Water On Demand's $200 million QOZ Fund dedicated to water infrastructure.

Product overview

OZXchange operates as a single unified platform for Opportunity Zone investing. The core offering is the OZXchange Platform itself, which serves as a marketplace where Opportunity Zone Funds are listed and made discoverable to investors. The platform facilitates access to QOZ Fund opportunities including the Water On Demand $200 million Qualified Opportunity Zone Fund.

Differentiator

Problem solved

Functional benefit

Products and services

• OZXchange Platform

Quantifiable outcome

• First QOZ fund listing platform for water infrastructure

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves3 records

Expansion highlights3 records

Emerging players

• AcreTrader: Specialized investment platform enabling individual and institutional investors to buy shares of farmland assets via funds. Comparable as a niche vertical-specific investment-discovery marketplace.
• Masterworks: Platform offering fractionalized shares in fine-art investment vehicles to retail investors. Comparable as an alternative-asset fund-listing marketplace serving HNW and individual investors.

Direct peers

• CrowdStreet: Online marketplace that lists commercial real-estate private-placement offerings for individual and institutional investors. Directly comparable to OZXchange as an investment-discovery marketplace connecting fund managers with accredited investors, though CrowdStreet focuses on CRE rather than QOZ funds.
• EquityMultiple: Online commercial real-estate investing platform that lists private debt and equity offerings for accredited investors. Comparable marketplace structure, though narrower asset focus.
• Fundrise: Alternative-investment platform offering private real-estate and private-credit funds to individual investors. Comparable to OZXchange as a marketplace intermediating between non-public investment products and a broad base of individual/accredited investors.
• Yieldstreet: Multi-asset alternative-investment platform offering structured products, real estate, and private credit to retail and institutional investors. Comparable multi-sided marketplace model for accessing private-market offerings.
• Percent (formerly Percent.com): Marketplace platform for private-credit and structured-debt offerings, enabling investors to discover and allocate across multiple private fixed-income funds. Comparable discovery-and-allocation marketplace model.

Broad incumbents

• CAIS: Independent alternative-investment platform serving financial advisors and wealth managers with curated fund access. Comparable marketplace role for distributing private-market funds to advisor channels.
• iCapital Network: Large fintech platform powering access to alternative investments for advisors, RIAs, and institutional investors. Comparable as an alternative-investment marketplace infrastructure, but at significantly greater scale and breadth.
• AngelList: Large platform for private-fund formation and investor access across venture, private credit, and other alternatives. Comparable role intermediating between fund managers and accredited/institutional investors, though broader scope.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/ozxchange
• Facebookfacebook.com/OppZoneX
• LinkedInlinkedin.com/company/ozxchange

Revenue estimate

Valuation estimate

Number of profiles

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 OZXchange