🦊/Companies

Own Up

Techstars '17

Boston, US · Founded 2021 · Delaware corporation · 256 employees on LinkedIn · 5 known investors

Find your way into Own Up

472 people in our graph share verified history with the Own Up team — schools, employers, funds. One of them is your warm intro.

Houman Haghighiunlockedknows Mike Tassone · together at Techstars (overlapped)
×3knows the team · via Northwestern University - Kellogg School of Management
×8knows the team · via Techstars

Own Up is a mortgage advisory platform that uses technology to help homebuyers evaluate lenders, understand affordability, and compare loan offers. The company serves consumers seeking mortgages or refinancing options with transparent, objective guidance aligned with their interests rather than the lender's.

Founders & leadership

Own Up was founded in 2021 by Patrick Boyaggi, Mike Tassone, and Brent Shields.

PBPatrick Boyaggi
Patrick Boyaggiin𝕏Co-founder & CEOBefore starting the company in 2016, he spent six years at Leader Bank, most recently as senior vice president, and began his career as a consultant at Accenture. He also worked briefly as an intern associate at Early Stage Partners.
MTMike Tassone
Mike TassoneinCo-founder & COOHe serves as chief operating officer, having previously held business development and senior vice president roles at Leader Bank. Earlier in his career he was CFO and EVP of corporate and business development at GL Advisor, EVP of business development at Graduate Leverage, and a senior finance associate at Textron.
BSBrent Shields
Brent Shieldsin𝕏Co-founder & CTO

Board

BSBrian Spaly
Brian Spalyin𝕏Board directorGeneral Partner at Brand Foundry Ventures
RDRick Desai
Rick Desaiin𝕏Board directorManaging Partner, Investments at Listen Ventures
DLDominic Lloyd
Dominic LloydinBoard Member2019–2026Managing Director at Link Ventures

Investors · 5

Funding

SEC filings, press & company announcements

$37.5M disclosed across 2 rounds · 2021–2022

$25.5MraisedAug 2022 · 13 investors · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • Michael TassoneExecutive Officer, Director, Promoter
  • Brian SpalyDirector
  • Patrick BoyaggiExecutive Officer, Director, Promoter
  • Rick DesaiDirector
  • Dominic LloydDirector
Offering amount
$25.5M
Amount sold
$25.5M
First sale
Apr 2022
Incorporated
Corporation, Delaware, 2021
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Competitors · 8

by search overlap
Zillow8347 shared keywordsZillow operates an online real estate marketplace where consumers can search homes for sale and rentals across US and Canadian cities, view mortgage rate information, and access home financing through Zillow Home Loans. It covers residential property listings, apartments and houses for rent, and mortgage services nationwide.
Chase6474 shared keywordsA wealth management and investing service (J.P. Morgan Wealth Management via Chase) offering self-directed brokerage accounts with commission-free online trades as well as one-on-one advisor services, financial planning tools, and retirement accounts. It serves individual retail investors ranging from beginners to experienced investors in the United States.
Experian5182 shared keywordsExperian offers consumers tools to access their credit report and FICO Score, build credit, and manage money, including credit card matching, bill and subscription negotiation, car insurance comparison, and a digital checking account with debit card. It serves individual U.S. consumers through its app and financial products.
Redfin4878 shared keywordsReal Estate & Homes for Sale, Rentals, Mortgages & Agents
Prior Finance4292 shared keywordsPrior Finance operates a digital financial services platform offering personal loans, student loans, home loans, deposit accounts, credit cards, and investment tools through an integrated mobile application, serving both individual members and enterprise partners seeking lending solutions and technology infrastructure.
HomeLight4186 shared keywordsHomeLightoffers bridge loans and financial solutions that allow homebuyers to remove sale contingencies and access equity for home purchases. The platform serves real estate agents and homebuyers in the residential real estate market.
SmartAsset3996 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Wellsfargo3716 shared keywordsWells Fargo provides investment advisory services, wealth management, and retirement planning for individual investors and high-net-worth clients. The company offers digital investment platforms, market insights, and personalized financial guidance through its advisors and digital tools.

Companies competing with Own Up for the same Google search keywords, organic and paid, via search-intersection analysis.

In the news

Frequently asked questions

What does Own Up do?
Own Up is a mortgage advisory platform that uses technology to help homebuyers evaluate lenders, understand affordability, and compare loan offers. The company serves consumers seeking mortgages or refinancing options with transparent, objective guidance aligned with their interests rather than the lender's.
Who founded Own Up?
Own Up was founded by Patrick Boyaggi, Mike Tassone, Brent Shields in 2021.
Who are Own Up's investors?
Own Up's investors include LaunchCapital, Link Ventures, Techstars, Brand Foundry Ventures, Listen Ventures.
How much funding has Own Up raised?
Own Up has disclosed $37.5M raised across 2 rounds.
Where is Own Up headquartered?
Own Up is headquartered in Boston, US.