RoundPoint Mortgage

Charlotte, United States Founded: 2007 • Age: 19 yrs Acquired By Matrixfinancialservicescorporation
Mortgage credit brokering services are provided to U.S. clients.
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About RoundPoint Mortgage

RoundPoint Mortgage is a company based in Charlotte (United States) founded in 2007 was acquired by Matrixfinancialservicescorporation in August 2022.. RoundPoint Mortgage has raised $98.33 million across 3 funding rounds from investors including Freedom Mortgage and TH MSR Holdings LLC. RoundPoint Mortgage offers products and services including Mortgage Servicing and Refinancing Services.

  • Headquarter Charlotte, United States
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Roundpoint Mortgage Servicing Llc
Operational Areas
Financial Services → Banking & Financial Institutions
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $98.33 M (USD)

    in 3 rounds

  • Latest Funding Round
    $650 M (USD), Debt – Conventional

    Aug 31, 2018

  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Matrixfinancialservicescorporation

    & 1 more

    (Aug 03, 2022)

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Products & Services of RoundPoint Mortgage

RoundPoint Mortgage offers a comprehensive portfolio of products and services, including Mortgage Servicing and Refinancing Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Servicing of mortgage loans is conducted, including management of payments and account access

Refinancing of home loans is facilitated to lower payments or consolidate debt

People of RoundPoint Mortgage
Headcount 500-1000
Employee Profiles 48
Employee Profiles
People
Meenakshi S.
Business Analyst
People
Larry R.
Workforce Optimization Manager
People
Travis Martin
Loss Mitigation Underwriter
People
Jessica Hammonds
AVP Product Management

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Funding Insights of RoundPoint Mortgage

RoundPoint Mortgage has successfully raised a total of $98.33M across 3 strategic funding rounds. The most recent funding activity was a Debt – Conventional round of $650 million completed in August 2018. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding
  • Total Rounds 3
  • Last Round Debt – Conventional — $650.0M
  • First Round

    (09 Aug 2018)

  • Investors Count
Date Amount Transaction Name Valuation Lead Investors Investors
Aug, 2018 Amount Debt – Conventional - RoundPoint Mortgage Valuation

investors

Aug, 2018 Amount Series B - RoundPoint Mortgage Valuation

investors

Aug, 2018 Amount Series A - RoundPoint Mortgage Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in RoundPoint Mortgage

RoundPoint Mortgage has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Freedom Mortgage and TH MSR Holdings LLC. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
Mortgage services are provided for home purchases and refinancing options.
Founded Year Domain Location
Mortgage servicing rights are owned and managed by subcontractors.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by RoundPoint Mortgage

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - RoundPoint Mortgage

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Roundpoint Mortgage Comparisons

Employees
+
Add Comparison
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Competitors of RoundPoint Mortgage

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Roundpoint Mortgage

Frequently Asked Questions about RoundPoint Mortgage

When was RoundPoint Mortgage founded?

RoundPoint Mortgage was founded in 2007 and raised its 1st funding round 11 years after it was founded.

Where is RoundPoint Mortgage located?

RoundPoint Mortgage is headquartered in Charlotte, United States. It is registered at Charlotte, North Carolina, United States.

Is RoundPoint Mortgage a funded company?

RoundPoint Mortgage is a funded company, having raised a total of $98.33M across 3 funding rounds to date. The company's 1st funding round was a Series A of $4.33M, raised on Aug 09, 2018.

What does RoundPoint Mortgage do?

RoundPoint Mortgage was founded in 2007 and is headquartered in Charlotte, United States. Operations are centered in the mortgage sector, where credit brokering services are facilitated for home financing needs. The company manages loan origination, servicing, and related financial products through its domain, roundpointmortgage.com. Activities are conducted nationwide, supporting residential mortgage solutions for individual and institutional clients in a regulated financial environment.

What products or services does RoundPoint Mortgage offer?

RoundPoint Mortgage offers Mortgage Servicing and Refinancing Services.

Who are RoundPoint Mortgage's investors?

RoundPoint Mortgage has 2 investors. Key investors include Freedom Mortgage, and TH MSR Holdings LLC.

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