I find this to be a really interesting business decision for MasterCard. MasterCard cannot offer this service directly on their information systems because of there own rules and the antitrust consent decree.
So what have they done? They've built a wrapper around Priority Payments Services, an independent sales organization of Wells Fargo. (For reference, Stripe is also an ISO of Wells Fargo Merchant Services).
Which is all a long way of saying that MasterCard went pretty far out of there way to build this system. They must really see value in selling directly to merchant developers.
There is another possible story here: maybe the ISO wanted to compete with Stripe, they built the system and site, and asked MasterCard for their branding.
Mastercard can see almost exactly how much Stripe is growing, I don't think they needed to be very perceptive in "seeing value in selling directly to merchant developers".
Not to be flip, but I haven't found that MasterCard or Visa are particular great at data analysis. Additionally, I would be surprised if MasterCard could easily figure out the information you suggest from the data they get. I could be completely wrong, but I've seen them have enough trouble figuring out interchange charges -- their core business -- let alone random analytic facts about (so-called) competitors.
To my immediate recollection ISO 8583 (the standard set out for credit card transactions) doesn't have much info on independent sales organizations (a different ISO acronym). This is all to say that the transactions are through a merchant account set up by Stripe for each particular merchant at Wells Fargo Merchant Services, then through First Data and only then hit MasterCard. Again, I'm not certain, but I'm not sure its a question they can easily answer from their data.
So what have they done? They've built a wrapper around Priority Payments Services, an independent sales organization of Wells Fargo. (For reference, Stripe is also an ISO of Wells Fargo Merchant Services).
Which is all a long way of saying that MasterCard went pretty far out of there way to build this system. They must really see value in selling directly to merchant developers.
There is another possible story here: maybe the ISO wanted to compete with Stripe, they built the system and site, and asked MasterCard for their branding.