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.
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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
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Upfront
invested in
MoxiBalance
in 2025
in a Buy & Build / Roll-Up deal