Upfront has acquired MoxiBalance, rebranding it as Vero, to enhance its real estate financial platform, while launching a healthcare initiative for real estate professionals.

Information on the Target

Upfront is a rapidly growing platform dedicated to transforming financial and operational services within the real estate sector. Headquartered in the United States, Upfront aims to provide real estate professionals with innovative tools that facilitate efficient and effective business operations. The company has made significant strides in enhancing its service offerings, ensuring a tech-forward approach to meet the evolving needs of the real estate industry.

In early 2025, Upfront took a decisive step towards reinforcing its market leadership through the acquisition of MoxiBalance, a back-office accounting platform developed by MoxiWorks. This strategic acquisition, executed as an all-cash transaction, sees MoxiBalance rebranded as Vero, integrating its capabilities into Upfront’s diverse product suite.

Industry Overview in the Target’s Specific Country

The real estate industry in the United States is undergoing a transformation, spurred by the integration of technology into traditional workflows. As brokerages and agents face increasing pressure to enhance operational efficiency and improve client servi

View Source

Similar Deals

Compass, Inc. Colorado Home Realty

2025

Buy & Build / Roll-Up Residential Real Estate Services United States of America
Alpine Investors Cirrus Asset Management, Inc.

2025

Buy & Build / Roll-Up Residential Real Estate Services United States of America
Percipio Partners Harvest Development V, LLC

2024

Buy & Build / Roll-Up Residential Real Estate Rental & Development United States of America
Balfour Pacific Water Ridge Apartments

2024

Buy & Build / Roll-Up Residential Real Estate Rental & Development United States of America
CMG Financial Norcom Mortgage

2024

Buy & Build / Roll-Up Residential Real Estate Services United States of America
Humphreys Real Estate Income Fund shopping center in Corsicana, Texas

2024

Buy & Build / Roll-Up Retail REITs United States of America

Upfront

invested in

MoxiBalance

in 2025

in a Buy & Build / Roll-Up deal

Deal Parameters
Industry
Country
Seller type

Sign Up to Dealert