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Ownwell

Financial wellness platform offering personalized guidance

Overview

Ownwell is a financial wellness platform that helps people save, invest, and plan for the future by delivering personalized guidance, practical tools, and educational resources. Its service analyzes a user’s finances to offer tailored advice, with tools to budget, track investments, and plan goals, plus courses and workshops to build money-management skills. It differentiates itself by pairing ongoing personalized guidance with formal financial-education offerings, allowing users to learn basics while applying advanced planning. Its goal is to improve everyday financial outcomes and long-term security, and it earns revenue through service fees and additional products and services.

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About Ownwell

Simplify's Rating
Why Ownwell is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

FintechFinancial ServicesEducation

Company Size

51-200

Company Stage

Series B

Total Funding

$55.8M

Headquarters

Austin, TX

Founded

2020

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Simplify's take

What believers are saying

  • Ownwell raised $50 million in February 2026, with Western Alliance providing debt.
  • The company reports over $400 million saved and more than one million appeals.
  • Carrington and Amplify partnerships opened homeowner access before Texas protest deadlines.

What critics are saying

  • Island Peak Group sued Ownwell for false advertising in Texas in 2024.
  • Property-tax appeals rely on local laws, compressing expansion speed across states.
  • If partner channels stall, Ownwell loses low-cost acquisition against entrenched local shops.

What makes Ownwell unique

  • Ownwell owns the full property-tax appeal workflow, not just software.
  • Its 2026 National Appeals Packet extends service beyond core state markets.
  • Partnerships with Carrington, Amplify, and EXIT Realty create embedded distribution.

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Funding

Total Funding

$55.8M

Above

Industry Average

Funded Over

3 Rounds

Notable Investors:
Debt funding comparison data is currently unavailable. We're working to provide this information soon!
Debt Funding Comparison Coming Soon

Benefits

  • Flexible Paid Time Off
  • Competitive health benefits
  • Learning support through a $1,000 stipend per year
  • Parental Leave

Growth & Insights and Company News

6 month growth

4%

1 year growth

0%

2 year growth

4%
Ownwell
Sep 30th, 2026
Ownwell and RentRedi partner to help landlords lower their property tax bills.

Ownwell and RentRedi partner to help landlords lower their property tax bills. Partnership gives RentRedi's landlord community access to Ownwell's savings-or-free property tax appeal service. Ownwell, a property tax and home expense company, today announced a partnership with RentRedi, the property management platform known as "the home of smart landlords," to help RentRedi's landlord and property manager customers reduce their property tax burden. Through the partnership, RentRedi's users, who together manage tens of thousands of rental units nationwide, will have direct access to Ownwell's property tax appeal service. Nationally, more than 40% of homeowners are estimated to be overpaying on property taxes, and the large majority have never filed an appeal. Ownwell's team of licensed local property tax experts and proprietary technology analyze a property's assessment for errors and overvaluation, then manage the appeal from filing through resolution on the landlord's behalf. Because Ownwell operates on a contingency basis, RentRedi landlords pay nothing unless Ownwell successfully lowers their tax bill. RentRedi has integrated Ownwell's API directly into its platform, giving landlords a custom property tax savings estimate and a low-lift, guided sign-up flow so they never have to leave their existing dashboard. The partnership will be promoted through RentRedi's user dashboards, email communications, and social channels, alongside a co-branded landing page where landlords can review their estimated savings and enroll. For rental property owners, even a modest reduction in property taxes flows straight to net operating income, making the appeal process one of the highest-leverage, lowest-effort improvements a landlord can make to a property's bottom line. It turns property tax overpayment from a cost few landlords ever think to contest into a savings check built right into the RentRedi dashboard they already use. Landlords are running a business, and property taxes are often their single largest controllable expense if they appeal. Partnering with RentRedi means Ownwell, Inc. can put real savings in front of landlords right where they're already managing their properties, with zero risk if Ownwell, Inc. don't deliver. - Colton Pace, CEO and Co-Founder, Ownwell Landlords come to RentRedi to run their day to day operations, and Ownwell, Inc. is always looking for ways to put money back in their pocket without adding work to their plate. This partnership does exactly that: landlords get a real shot at lowering one of their biggest expenses, and it takes about the same effort as checking their dashboard. - Ryan Braone, CEO, RentRedi About Ownwell Ownwell helps property owners save on their biggest monthly expenses through property tax appeals and additional home cost-reduction services, backed by local tax experts and cutting-edge technology. The company combines technology with licensed property tax professionals to provide property tax appeal services to homeowners, rental property owners, and real estate investors. Learn more at www.ownwell.com/partner/rentredi About RentRedi RentRedi is the property management platform built for landlords, offering tools for rent collection, tenant screening, maintenance tracking, and tenant communication in a single dashboard. Recognized on the Inc. 5000 List of fastest-growing U.S. companies, RentRedi serves landlords managing everything from a single unit to large portfolios. Learn more at www.rentredi.com. Success stories. Real people, real properties, saving real money.

EXIT Realty Mountain View
Apr 16th, 2026
Ownwell Becomes EXIT Realty's Newest Premier Partner.

Ownwell Becomes EXIT Realty's Newest Premier Partner. by exitrealty April 16, 2026 07:01 AM EXIT Realty Corp. International is pleased to announce that Ownwell has become its newest Premier Partner. Ownwell is a property tax savings platform that fight unfair assessments on behalf of homeowners at no upfront cost. On average, Ownwell clients save $774 on their property taxes. How Ownwell Helps Associates Win More Clients: Saves Clients Money: [...] The post Ownwell Becomes EXIT Realty's Newest Premier Partner appeared first on Real Estate Industry Leaders.

PR Newswire
Mar 24th, 2026
Ownwell and Carrington Mortgage Services, LLC partner to lower homeowner property taxes.

Ownwell and Carrington Mortgage Services, LLC partner to lower homeowner property taxes. Mar 24, 2026, 10:00 ET Property tax technology leader joins forces with top-tier mortgage servicer to help homeowners save AUSTIN, Texas, March 24, 2026 /PRNewswire/ - Ownwell, a property tax technology company committed to making homeownership costs more transparent and fair, today announced a partnership with Carrington Mortgage Services, LLC, a leading mortgage servicer in the United States. The agreement enables Carrington customers to access Ownwell's property tax appeal services, creating opportunities for significant savings on one of homeownership's largest recurring expenses. Carrington Mortgage Services, LLC, a division of The Carrington Companies, recently surpassed $200 billion in servicing balances, ranking among the nation's largest non-bank mortgage servicers. Operating across 50 states, Carrington provides comprehensive homeownership services, from loan origination to servicing. Through this partnership, Carrington customers in Ownwell's serviceable markets will benefit from a streamlined property tax appeal process powered by advanced technology and backed by licensed property tax professionals. "We're excited to partner with Carrington to expand access to property tax savings," said Colton Pace, Co-Founder and CEO of Ownwell. "Over 40% of homeowners overpay on property taxes each year. 78% of homeowners have never appealed their property tax bill. Even more troubling, over 50% of those who've never appealed weren't aware they had the right to do so. This partnership allows us to work together to reduce those costs in a meaningful way." Property tax assessments are based on inexact science, frequently resulting in homeowners paying more than necessary. Ownwell's platform identifies these discrepancies and manages the entire appeal process on homeowners' behalf. The service operates on a performance-based fee structure, ensuring homeowners only pay when Ownwell successfully lowers their property tax bill. "At Carrington, we continuously seek ways to add value for our customers beyond traditional servicing," said Tom Huddleston, Executive Vice President & Managing Director, Head of the Vylla Companies. "Partnering with Ownwell gives our customers access to a service that can reduce their property tax burden without any upfront investment. This partnership reflects our commitment to supporting homeowners with practical solutions that make a real difference." Ownwell's platform provides customers with complete visibility throughout the appeal process, from initial evaluation through final results. Real-time updates and detailed savings projections keep homeowners informed at every step. Beyond property tax appeals, Ownwell also supports homeowners with current and retroactive homestead exemption filings and utility bill reduction. About Ownwell Ownwell is a property tax technology company on a mission to make the costs of owning real estate more clear and equitable. The company combines technology with licensed property tax professionals to provide property tax appeal services to homeowners, rental property owners, and real estate investors. For more information, visit www.ownwell.com. About Carrington Mortgage Services Carrington Mortgage Services, LLC is a leading mortgage servicer in the United States and a subsidiary of The Carrington Companies. The company provides comprehensive loan servicing and lending solutions and is committed to delivering exceptional customer service while helping customers achieve sustainable homeownership. For more information, visit www. CarringtonMortgage.com. SOURCE Ownwell

Intelligence360 News
Mar 12th, 2026
Ownwell raises $50M to expand property tax appeals service nationwide

Ownwell, a property tax appeals platform, has raised $50 million in Series B funding, bringing total capital raised to $74 million. The round includes $30 million in equity led by Alpha Edison and Mercato Partners, with participation from Intuit Ventures and others, plus $20 million in debt from Western Alliance Bank. The Austin-based company has saved property owners over $400 million and processed more than one million appeals. It operates in seven main markets including Texas, Illinois and Florida, achieving an 86% success rate with average annual savings of $774 per customer. Ownwell charges 25% of savings earned, with no upfront fees. The company has launched a National Appeals Packet using AI to serve homeowners outside its core markets, providing personalised appeal documents and filing instructions.

FinSMEs
Feb 19th, 2026
Ownwell Rises $50M in Series B Funding

Ownwell rises $50M in Series B funding. February 19, 2026 Ownwell, an Austin, TX-based property tax monitoring and appeal services provider, raised $50M in Series B funding. The round included $30M in equity led by Alpha Edison and Mercato Partners, with participation from Intuit Ventures, Left Lane Capital, First Round Capital, Long Journey Ventures, PROOF Fund, Wonder Ventures, as well as $20M in debt financing from Western Alliance Bank, Member FDIC. The raise brought the total amount to $74M. The company intends to use the funds to expand operations and its development efforts. Led by CEO and Founder Colton Pace, Ownwell is a property tax monitoring and appeal services provider, dedicated to helping homeowners, property owners, and investors reduce their property tax expenses. It supports the property tax appeal process, empowering property owners to take control of their financial well-being. The company also helps homeowners save money by identifying qualifying exemptions and reducing other homeownership costs, such as internet bills and insurance. Across its main service areas, Texas, Illinois, Florida, Georgia, California, Washington, New York, Ownwell manages the appeal end-to-end with no upfront fees and delivers an 86% success rate with average annual savings of $774 per customer. It offers its primary product, the property tax appeal service, in addition to tax bill management, mortgage, home insurance, energy savings, and bill reductions. 19/02/2026

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