Rocktop Acquires Incenter Capital to Boost MSR Market and Capital Markets Capabilities

Rocktop Acquires Incenter Capital to Boost MSR Market and Capital Markets Capabilities

Rocktop Technologies LLC, a leading provider of AI-enabled Solutions as a Service with deep expertise in legal and mortgage capital markets, has officially announced the acquisition of Incenter Capital Advisors, a premier advisory firm specializing in mortgage servicing rights (MSRs) trading, pricing, and post-transactional support. This strategic move marks a significant milestone for both companies and is poised to transform transparency, execution, and overall performance standards within the mortgage capital markets.

Since its inception, Rocktop Technologies has been at the forefront of innovation in the mortgage capital markets and servicing landscape. The company’s integrated data management platform offers a comprehensive suite of services, including valuation, transaction management, and portfolio management outsourcing tailored specifically for institutional investors. Rocktop’s competitive advantage lies in its combination of mortgage and fixed-income domain expertise, advanced document intelligence at scale, automated servicing processes, and embedded AI-driven analytics. These capabilities are designed to reduce operational friction, accelerate execution, and provide unparalleled transparency into asset performance — ultimately preventing yield leakage caused by errors, inefficiencies, and gaps in validated data access throughout the mortgage and fixed-income asset lifecycle.

The acquisition of Incenter Capital Advisors is a perfect complement to Rocktop’s existing technology-driven platform. Incenter has built a reputation as a trusted partner for institutional investors and market participants, offering hands-on valuation consulting, sophisticated hedging strategies, and comprehensive transaction support services. With billions of dollars in annual transaction volume, Incenter’s seasoned team serves as an extension of investors’ internal capital markets groups, combining deep market insight, advanced modeling expertise, and tactical execution prowess to create value and liquidity across mortgage servicing portfolios.

Brett Benson, Co-President and Chief Investment Officer at Rocktop Technologies, highlighted the significance of this acquisition, stating, “This acquisition raises the bar for transparency, execution, and performance in the mortgage capital markets. Incenter Capital Advisors’ seasoned capital markets expertise and trusted relationships are a perfect match for Rocktop’s data-first infrastructure and automation capabilities. Together, we can offer our clients a vertically integrated, technology-powered solution from trade idea to execution to portfolio surveillance.”

Tom Piercy, Managing Director at Incenter Capital Advisors, echoed this sentiment by emphasizing the powerful synergy between the two firms. “By aligning Rocktop’s strengths in data and document management, intelligent workflow automation, and AI-driven analytics with Incenter Capital Advisors’ client-facing market execution, deep valuation expertise, and data sets, we will create a powerful feedback loop between valuation intelligence, real-time market signals, and process efficiency. This will allow institutional mortgage investors to act more strategically—and more confidently—across the entire lifecycle of MSR and whole loan investing for best execution.”

The combined capabilities of Rocktop Technologies and Incenter Capital Advisors create a unique value proposition for institutional mortgage investors seeking a comprehensive, data-driven approach to MSR trading and portfolio management. By uniting Rocktop’s proprietary data infrastructure and AI-powered automation with Incenter’s decades of capital markets expertise and trusted client relationships, the new partnership enables end-to-end solutions that enhance transparency and execution quality throughout the MSR lifecycle.

This collaboration will enable investors to leverage advanced valuation models enriched with real-time market data, supported by seamless document processing and workflow automation. The integration of these capabilities empowers mortgage investors to optimize trade decisions, improve risk management, and achieve superior portfolio performance. Furthermore, the partnership’s focus on technology-driven execution and ongoing portfolio surveillance ensures continuous alignment with evolving market conditions, driving sustained value creation.

Rocktop Technologies’ platform serves as a critical backbone for institutional investors by streamlining critical operational tasks associated with mortgage and fixed-income assets. The platform’s scalable document intelligence and automation reduce manual processing burdens, enabling investment teams to focus on strategic decision-making and capital allocation. Additionally, embedded AI capabilities deliver predictive insights and anomaly detection, helping to identify potential risks and opportunities early in the asset lifecycle.

On the other hand, Incenter Capital Advisors complements this technology foundation by delivering high-touch advisory services that guide clients through complex MSR transactions and market conditions. Their team’s expertise in valuation consulting, hedging strategy development, and transaction support has earned them a trusted reputation in the mortgage capital markets. Incenter’s approach is highly collaborative, integrating closely with clients to tailor solutions that align with individual investment goals and risk profiles.

Together, the newly combined entity is poised to lead innovation in the mortgage servicing rights market, delivering unprecedented transparency and operational efficiency. This will not only enhance execution velocity but also foster greater confidence among institutional investors navigating an increasingly complex and competitive market.

Looking forward, Rocktop Technologies plans to continue expanding its technology and service offerings, leveraging AI and automation to meet the evolving needs of mortgage investors and servicers. The company’s commitment to maintaining a data-first approach and enhancing client-centric solutions underscores its mission to redefine industry standards.

For those interested in learning more about the acquisition and how this partnership can enhance mortgage capital markets operations, further information is available at rocktop.io and incentercapitaladvisors.com. This acquisition signals a new era for mortgage servicing rights trading and portfolio management, driven by cutting-edge technology and unparalleled market expertise.

In conclusion, the acquisition of Incenter Capital Advisors by Rocktop Technologies represents a powerful convergence of technology and market knowledge. By combining AI-driven data management and automation with seasoned capital markets advisory, the partnership delivers a vertically integrated platform designed to optimize the entire mortgage servicing rights lifecycle—from valuation and trade execution to portfolio monitoring and risk management. This innovative approach is expected to set new benchmarks for transparency, efficiency, and performance in the mortgage capital markets, ultimately benefiting institutional investors and the broader industry alike.

Source Link

Newsletter Updates

Enter your email address below and subscribe to our newsletter