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.
Company Size
51-200
Company Stage
Series B
Total Funding
$55.8M
Headquarters
Austin, Texas
Founded
2020
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