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 Fort Mill, South Carolina.

How many employees does RoundPoint Mortgage have?

As of Jun 30, 2026, the latest employee count at RoundPoint Mortgage is 521.

Is RoundPoint Mortgage a funded company?

RoundPoint Mortgage is a funded company, having raised a total of $98.3M across 3 funding rounds to date. The company's 1st funding round was a $***** Series A round, raised on Aug 09, 2018.

When was the latest funding round of RoundPoint Mortgage?

RoundPoint Mortgage's latest funding was a $***** Conventional Debt round on Aug 31, 2018, with participation from 1 investor.

Where does RoundPoint Mortgage rank among its competitors?

RoundPoint Mortgage ranks 2nd amongst 2723 active competitors, of which 18 are funded. It stands 2nd in terms of total funding among its competitors. The most recent competitor to raise funding was Bags, which secured $2.75M in Dec, 2025.

Who are the top competitors of RoundPoint Mortgage?

RoundPoint Mortgage's top competitors include Lower, Meridian Capital and Eastern Union. Among them, Bags secured the most recent funding round in December, 2025.

RoundPoint Mortgage - 2026 Company Profile, Funding & Competitors

Company Details

Website: roundpointmortgage.com
Social
Email ID: *****@roundpointmortgage.com
Phone Number: +1 **********
Registered Address: Fort Mill, South Carolina

Key Metrics

Founded Year

2007

Location

Charlotte, United States

Stage

Acquired

Total Funding

$98.3M in 3 rounds

Latest Funding Round

Conventional Debt, Aug 31, 2018, $*****

Investors

Tavistock Group & 1 more

Ranked

2^nd among 2723 active competitors

Employee Count

521 as on Jun 30, 2026

Similar Companies

Lower & 2789 more

Exit Details

Acquired by Matrixfinancialservicescorporation (Aug 03, 2022)

View RoundPoint Mortgage's full profile

RoundPoint Mortgage is associated with 3 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
ROUNDPOINT MORTGAGE SERVICING CORPORATION CIN: 261193089 , United States, Active	Dec 26, 999	-	374 (As on Dec 31, 2022)	-
ROUNDPOINT FINANCIAL GROUP CIN: 261511648 , United States, Active	Dec 31, 1999	-	584 (As on Dec 31, 2016)	-
ROUNDPOINT MORTGAGE SERVICING LLC CIN: 10244638 , United States, Active	Aug 07, 2023	-	-	-

RoundPoint Mortgage got acquired by Matrixfinancialservicescorporation on Aug 03, 2022.

Click here to take a look at RoundPoint Mortgage's acquisition in detail

RoundPoint Mortgage has raised a total funding of $98.3M over 3 rounds. Its first funding round was on Aug 09, 2018. Its latest funding round was a Conventional Debt round on Aug 31, 2018 for $*****. 1 investor participated in its latest round. RoundPoint Mortgage has 2 institutional investors.

Here is the list of recent funding rounds of RoundPoint Mortgage:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Aug 31, 2018	6261084	Conventional Debt	9856062	9473023	2544029	5721247
Aug 17, 2018	3107446	Series B	3609142	9751385	1648779	7721130
Aug 09, 2018	2079911	Series A	9296346	5711217	1122406	7187071

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View details of RoundPoint Mortgage's funding rounds and investors

RoundPoint Mortgage's employee count trend

RoundPoint Mortgage has 521 employees as of Jun 26. Here is RoundPoint Mortgage's employee count trend over the years:

Employee count trend for RoundPoint Mortgage

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Top competitors of RoundPoint Mortgage include Lower, Meridian Capital and Eastern Union. Here is the list of Top 10 competitors of RoundPoint Mortgage, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Lower 1996, New Albany (United States), Series A	Direct-to-consumer mortgage lender offering home purchase, refinance, and home equity loans	$100M	Accel	59/100
2nd	RoundPoint Mortgage 2007, Charlotte (United States), Acquired	Credit broker	$98.3M	Tavistock Group, Bank of America	51/100
3rd	Meridian Capital 1991, New York City (United States), Funding Raised	Credit broker	-	JPMorgan Chase	50/100
4th	Eastern Union 2001, New York City (United States), Funding Raised	Mortgage broker	-	-	49/100
5th	Andromeda Sales & Distribution 1991, Mumbai (India), Acquired	Chains providing loan distribution services	$6.62M	-	49/100
6th	Franklin Credit 1988, Jersey City (United States), Public	Loan broker	$500K	-	48/100
7th	Bags 2021, New York City (United States), Seed	Provider of business loans services	$7M	Ford Foundation, Slauson & 11 others	48/100
8th	CMLS Financial 1974, Vancouver (Canada), Acquired	Provider of commercial, residential, and institutional mortgage services	-	-	46/100
9th	NorthMarq 1960, Minneapolis (United States), Funding Raised	Provider of commercial real estate debt, equity, financing, loan servicing, and investment sales services	-	-	44/100
10th	Cortland 2008, Chicago (United States), Acquired	Credit broker	$7.59M	-	43/100