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Table of contents

Why Invest in Brex?

How to Buy Brex Stock

Other Ways to Invest in Brex

Competitors

Investing in Brex

Frequently Asked Questions

Table of contents

Why Invest in Brex?

How to Buy Brex Stock

Other Ways to Invest in Brex

Competitors

Investing in Brex

Frequently Asked Questions

How to invest in Brex 2024

By Hamza L - Edited Sep 30, 2024

Why Invest in Brex?

Investing in Brex presents an opportunity to be part of a rapidly growing fintech company that's revolutionizing corporate financial services. As a leader in AI-powered spend management, Brex offers a comprehensive suite of products tailored for startups and enterprises, including corporate credit cards, expense management, and business accounts.

Brex's innovative approach has attracted over 50,000 businesses across 100 countries, including high-profile clients like Coinbase, DoorDash, and Airbnb. This wide adoption demonstrates the company's strong market position and potential for continued growth. With billions in customer deposits and tens of billions in transaction processing, Brex has established itself as a significant player in the financial technology sector.

The company's focus on growth and expansion into software services is particularly noteworthy. Brex's move towards recurring revenue from software subscriptions, in addition to interchange fees, indicates a strategic diversification of its revenue streams. This shift, coupled with its emphasis on serving larger customers, positions Brex for potentially sustainable long-term growth.

Financially, Brex has shown impressive progress. The company saw 100% year-over-year growth in 2021, and as of May 2023, its firmwide annual recurring revenue reached approximately $500 million, marking a 50% increase year-over-year. The company's co-CEO has even suggested that profitability could be achieved within two years.

However, potential investors should also consider the risks. Brex operates in a highly competitive and rapidly evolving industry. Regulatory challenges and market volatility could impact its growth trajectory. Additionally, while the company has shown strong revenue growth, it is not yet profitable, which is a factor to consider in any investment decision.

Overall, Brex's innovative products, strong client base, and impressive growth metrics make it an intriguing investment opportunity in the fintech space. As with any investment, thorough research and careful consideration of personal financial goals are essential before making a decision.

How to Buy Brex Stock

As an accredited investor, you can invest in Brex through Linqto's platform, which offers access to pre-IPO shares of this innovative fintech company. Here's a step-by-step guide on how to buy Brex stock:

1. Verify Your Identity: To begin, you'll need to secure your account on Linqto by providing a government-issued ID, such as a passport or driver's license, along with a self-photo. This process ensures the safety and legitimacy of your investment.

2. Accreditation: Easily indicate your accredited investor status on the platform. This step is crucial for compliance with financial regulations and allows you to access private investment opportunities like Brex.

3. Explore Available Shares: Once your account is set up, browse through Linqto's offerings to find Brex shares. You'll be able to view important information about the company, including its current valuation and growth prospects.

4. Make Your Investment: When you're ready to invest, Linqto offers various funding options. You can use bank transfers, ACH, wire transfers, or digital wallets to fund your investment. One of the advantages of using Linqto is the ability to invest with small minimums, starting as low as $2,500. This allows you to gain exposure to Brex's potential growth without committing large amounts of capital.

5. Manage Your Investment: After purchasing Brex shares, you can easily monitor and manage your investment through Linqto's user-friendly platform or mobile app. This gives you control over your investment and provides liquidity options, which is particularly valuable for pre-IPO investments.

By investing in Brex through Linqto, you're gaining access to a company that's at the forefront of fintech innovation. With its impressive growth trajectory and expanding suite of financial products for businesses, Brex represents an exciting opportunity in the private market space.

Remember, while Brex has shown strong potential with its rapid growth and innovative approach to corporate financial services, investing in pre-IPO companies carries inherent risks. It's essential to conduct thorough research and consider your personal financial goals before making any investment decisions.

Other Ways to Invest in Brex

While direct investment in Brex through pre-IPO shares is an exciting option for accredited investors, there are alternative ways to gain exposure to the fintech sector and potentially benefit from the growth of companies like Brex. These alternatives can be particularly useful for non-accredited investors or those looking to diversify their portfolio within the fintech space.

One popular option is investing in fintech-focused Exchange-Traded Funds (ETFs). These funds provide exposure to a basket of fintech companies, offering diversification and potentially reducing risk. Some notable fintech ETFs include:

1. Global X FinTech ETF (FINX): This fund invests in companies that are driving innovation in financial technology, including digital payments, lending, and blockchain technology.

2. ARK Fintech Innovation ETF (ARKF): Managed by ARK Invest, this ETF focuses on companies that are changing the way financial services are delivered, including mobile payments and digital wallets.

3. ETFMG Prime Mobile Payments ETF (IPAY): This fund targets companies involved in credit card networks, payment processing, and mobile payment technologies.

These ETFs, while not directly investing in Brex, hold positions in companies that operate in similar market segments or provide complementary services. This can offer indirect exposure to the growth trends that Brex is capitalizing on.

Another avenue to consider is investing in mutual funds that focus on the financial services or technology sectors. These funds are professionally managed and can provide a mix of established companies and emerging players in the fintech space. Some examples include:

- Fidelity Select Financial Services Portfolio (FIDSX) - T. Rowe Price Financial Services Fund (PRISX) - Franklin DynaTech Fund (FKDNX)

For those interested in a broader approach, investing in technology-focused index funds can provide exposure to the overall tech sector, which includes fintech companies. The Vanguard Information Technology ETF (VGT) or the Technology Select Sector SPDR Fund (XLK) are popular choices in this category.

It's important to note that while these investment options can provide exposure to the fintech sector, they may not capture the specific growth potential of Brex. However, they offer the advantage of diversification and are typically more accessible to a wider range of investors.

For those particularly interested in the corporate spend management and business financial services niche where Brex operates, keeping an eye on publicly traded companies in this space can be beneficial. Companies like Bill.com (BILL) or Expensify (EXFY) operate in similar markets and can provide insights into the sector's performance.

Lastly, for investors looking to stay informed about Brex and similar companies, following industry news, attending fintech conferences, or participating in online fintech communities can provide valuable insights. This knowledge can help in making informed decisions about related investments or identifying emerging trends in the fintech sector.

Remember, while these alternative investment options can provide exposure to the fintech sector, they each come with their own set of risks and potential rewards. It's crucial to conduct thorough research and consider consulting with a financial advisor before making any investment decisions.

Competitors

While Brex has established itself as a leader in the fintech space, particularly in corporate spend management and financial services for businesses, it operates in a competitive landscape. Here are some notable competitors that investors may consider:

1. Ramp: Offers a corporate card and spend management platform similar to Brex Known for its AI-powered expense management and cost-saving features Has shown rapid growth, with a reported valuation of $8.1 billion as of March 2022 Differentiates itself with a focus on helping businesses identify cost-saving opportunities

2. Stripe: A global technology company that builds economic infrastructure for the internet Offers a suite of payment processing and financial services for businesses Valued at $95 billion in 2021, making it one of the most valuable private companies in the world Has a broader product range, including payment processing for e-commerce and subscription businesses

3. Bill.com (NYSE: BILL): Provides cloud-based software that automates back-office financial operations for small and midsize businesses Publicly traded company, offering investors more transparency and liquidity Reported revenue of $753.5 million for fiscal year 2023, a 40% increase year-over-year Focuses on accounts payable and receivable automation, complementing its payment solutions

These competitors, like Brex, are at the forefront of revolutionizing financial services for businesses. Each offers unique features and growth potential, catering to various segments of the market. As the fintech sector continues to evolve, these companies are likely to play significant roles in shaping the future of corporate financial management and payment solutions.

Investing in Brex

As we've explored, investing in Brex presents a compelling opportunity in the rapidly evolving fintech sector. Brex's innovative approach to corporate financial services, impressive growth trajectory, and expanding product suite make it an intriguing prospect for investors seeking exposure to the future of business finance.

For accredited investors, platforms like Linqto offer a unique gateway to pre-IPO shares of companies like Brex. This allows you to potentially participate in the company's growth story before it goes public, with lower minimum investments than traditionally required in private markets.

However, it's crucial to consider the broader landscape. The fintech sector is highly competitive, with companies like Ramp, Stripe, and Bill.com vying for market share. Each of these competitors brings unique strengths and innovations to the table, underscoring the importance of thorough research and understanding of the industry dynamics.

For those unable to access pre-IPO shares or seeking diversification, alternatives such as fintech-focused ETFs, mutual funds, or investments in publicly traded companies operating in similar spaces can provide exposure to the sector's growth trends.

Remember, while Brex's potential is exciting, investing in private companies or emerging sectors carries inherent risks. It's essential to carefully evaluate how such investments align with your overall financial strategy and risk tolerance.

At Linqto, we're committed to democratizing access to private market investments. Our platform allows accredited investors to explore opportunities in innovative companies like Brex, with lower barriers to entry than traditional private equity investments. We provide the tools and information you need to make informed decisions about private market opportunities.

If you're intrigued by the prospect of investing in companies shaping the future of finance and technology, we invite you to explore Linqto's offerings. Our team of investment specialists is ready to guide you through the process, helping you understand the potential risks and rewards of private market investing.

Remember, the key to successful investing lies in thorough research, diversification, and alignment with your personal financial goals. Consider consulting with a financial advisor to determine if private market investments are suitable for your portfolio.

Frequently Asked Questions

Is Brex profitable?

As of the latest available information, Brex is not yet profitable. However, the company has shown significant revenue growth, with its firmwide annual recurring revenue reaching approximately $500 million in 2023, a 50% increase year-over-year. Brex's co-CEO has indicated that the company could potentially become profitable within two years, suggesting a focus on balancing growth with profitability in the near future.

How much is Brex worth?

Brex's exact valuation and market cap are not publicly disclosed as it's a private company. However, based on its last known funding round in 2022, Brex's valuation was reported to be around $12.3 billion. It's important to note that private company valuations can fluctuate based on various factors and may not reflect the current market value. As Brex is not publicly traded, it doesn't have a market cap in the traditional sense.

Where is Brex headquarters located?

Brex's headquarters is located in Draper, Utah, United States. This location reflects the company's presence in a growing tech hub outside of traditional financial centers. While Brex was originally founded in San Francisco, California, its move to Utah demonstrates the company's evolution and potentially its strategy to tap into diverse talent pools and business environments.

Can I buy Brex stock Pre-IPO?

Yes, accredited investors can potentially buy Brex stock pre-IPO through platforms like Linqto. These platforms offer access to private market investments, allowing you to invest in Brex before it goes public. However, it's important to note that pre-IPO investments carry inherent risks and may have limitations on liquidity. Read more about Brex stock to understand the process and considerations before making any investment decisions.

When will Brex IPO?

There is currently no official information available regarding when Brex will go public. As a private company, Brex has not announced any specific plans or timeline for an IPO. Investors interested in Brex's potential IPO should continue to monitor official company announcements and financial news sources for the most up-to-date information.

The information provided above is based on online discussions and is not intended as investment advice. Linqto does not endorse or guarantee the accuracy of this information, and we strongly recommend conducting your own research or consulting with a professional advisor before making any investment decisions. Linqto cannot be held liable for any investment outcomes resulting from the use of this information.