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

Who are Own Up's investors?

Own Up's investors include Alumni Ventures, LaunchCapital, Link Ventures, Sidecut Ventures, Techstars, Brand Foundry Ventures, Listen Ventures, MassChallenge Mexico.

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.

Own Up

Techstars '17

Boston, US · Founded 2021 · Delaware corporation · 256 employees on LinkedIn · 8 known investors

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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.

Fintech PropTech

Founders & leadership

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

Patrick Boyaggi Co-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.

Mike Tassone Co-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.

Brent Shields Co-founder & CTO

Board

Brian Spaly Board directorGeneral Partner at Brand Foundry Ventures

Rick Desai Board directorManaging Partner, Investments at Listen Ventures

Dominic Lloyd Board Member2019–2026Managing Director at Link Ventures

Investors · 8

Alumni Ventureslisted by Alumni VenturesManchester · $100K – $10M

How we know: av.vc · Not right? Tell us

LaunchCapitallisted by LaunchCapitalBoston · $50K – $150K

How we know: LaunchCapital's portfolio page · the VCSheet dataset · Not right? Tell us

Link Ventureslisted by Link VenturesCambridge · $1M – $8M

How we know: funding news · the VCSheet dataset · Not right? Tell us

Sidecut Ventureslisted by Sidecut VenturesTappan

How we know: Sidecut Ventures's portfolio page · Not right? Tell us

Techstarslisted by TechstarsBoulder · $220K

How we know: the Techstars portfolio · Not right? Tell us

Brand Foundry VenturesreportedAustin · $500K – $1.5Mvia Brian Spaly · board

How we know: a partner's Signal profile · board seat on SEC Form D · Not right? Tell us

Listen VenturesreportedChicago · $1M – $10M

How we know: funding news · the VCSheet dataset · Not right? Tell us

MassChallenge MexicoreportedBoston

How we know: a partner's Signal profile · Not right? Tell us

Funding

SEC filings, press & company announcements

$37.5M disclosed across 2 rounds · 2021–2022

$12MraisedJan 2021 · 3 sources
Source ↗

▶$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.

Related companies · 8

ZillowZillow 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.

ChaseA 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.

ExperianExperian 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.

Redfin CorpReal Estate & Homes for Sale, Rentals, Mortgages & Agents

SoFiSoFi Technologies is a digital personal-finance company offering student and personal loans, mortgages, investing, banking and credit cards through one app; it went public on the Nasdaq in 2021 via SPAC.

HomelightHomeLightoffers 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.

SmartAssetFisher 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.

WellsfargoWells 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 working in the same space as Own Up.

In the news

Own Up Raises $12 Million, Fueling National Expansionfinance.yahoo.com · Jan 2021

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 Alumni Ventures, LaunchCapital, Link Ventures, Sidecut Ventures, Techstars, Brand Foundry Ventures, Listen Ventures, MassChallenge Mexico.
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.