Ownwell

Ownwell

Financial wellness platform offering personalized guidance

Overview

Ownwell is a financial wellness platform that helps people save, invest, and plan for the future through personalized guidance, tools, and financial education courses. It delivers tailored advice based on an individual’s finances and provides practical resources to support decision-making. It differentiates itself by combining ongoing personalized guidance with formal financial-education offerings to help users grasp money basics while pursuing long-term goals. Its goal is to help people make smart money choices and improve their financial outcomes, with revenue from service fees and additional products and services.

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

Fintech

Financial Services

Education

Company Size

51-200

Company Stage

Series B

Total Funding

$55.8M

Headquarters

Austin, Texas

Founded

2020

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Simplify's Take

What believers are saying

  • Ownwell raised $50 million in February 2026 from Alpha Edison and Mercato Partners.
  • The company says it has processed over one million appeals and saved $400 million.
  • April 2026 EXIT Realty and Carrington deals expand homeowner acquisition through 2026.

What critics are saying

  • Ownwell depends on annual protest windows; missing Texas deadlines cuts 2026 volumes fast.
  • County assessors and appraisal boards can deny appeals, reducing conversion and reputation.
  • A cheaper DIY or broker-distributed competitor can compress Ownwell's 25% contingency economics.

What makes Ownwell unique

  • Ownwell combines licensed property-tax professionals with automation for end-to-end appeals.
  • Its February 2026 National Appeals Packet extends service beyond core states.
  • Partnerships with Carrington Mortgage Services and Amplify Credit Union widen 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

Headcount

6 month growth

2%

1 year growth

0%

2 year growth

0%
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

PR Newswire
Feb 19th, 2026
OWNWELL RAISES $50M, LAUNCHES NATIONAL SERVICE TO STREAMLINE PROPERTY TAX APPEALS AND MAKE HOME OWNERSHIP MORE AFFORDABLE

/PRNewswire/ -- Ownwell, the national property tax expert modernizing an outdated industry for U.S. property owners, today announced new Series B financing to...

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