Achieve

Achieve is a provider of digital personal finance solutions aimed at assisting individuals in improving their financial well-being. Headquartered in San Mateo, California, the company offers a range of services, including debt resolution, personal loans, and home equity loans. By utilizing proprietary data and analytics, Achieve delivers tailored financial tools and educational resources to support consumers on their financial journeys. Their approach includes personalized service and guidance from financial experts, enabling clients to manage and reduce debt, secure loans, and make informed financial decisions.

Kevin Gallegos

SVP of New Client Enrollment and Phoenix Operations

Carlyn Lamia

Vice President - Strategy and Innovation

Nathan Mascenic

Vice President Wholesale Operations

Jeffrey Staley

Managing Partner

Bradford Stroh

Co-Founder and Co-CEO

4 past transactions

Bravo

Series B in 2021
Bravo, originally founded as Resuelve tu Deuda, is a financial advisory firm established in Mexico in 2009 by Javier Velasquez and Juan Pablo Zorrilla. The company was created as a response to the growing issue of over-indebtedness affecting many Mexicans, particularly those who accumulated unmanageable debts between 2002 and 2009. Bravo offers a range of services aimed at improving credit scores, managing debt, and facilitating debt settlement. The firm provides support to both debtors and creditors, enabling individuals to regain control of their finances and achieve greater financial stability. By acting as a reliable advisor, Bravo addresses the significant need for assistance in navigating financial challenges within the country.

Iconic Finance

Seed Round in 2019
Iconic Finance is a financial services company based in San Francisco, California, founded in 2018. The company specializes in high-rewards banking, offering clients a credit card that provides 2.1% cash back on purchases, with potential bonus cash back reaching up to 8.00%, alongside a savings option that yields 1.0% annual percentage yield. In addition to its banking services, Iconic Finance delivers personalized, around-the-clock financial planning and advice tailored to clients' individual financial situations. The firm aims to empower clients by combining lucrative banking products with comprehensive financial management strategies.

Home-Account

Acquisition in 2010
Home Account Inc. is a mortgage-finding service focused on assisting borrowers in the United States in making informed mortgage decisions and saving money. The company analyzes and grades current mortgages, offering personalized scenarios aimed at improving users' financial situations. By leveraging its expertise, Home Account matches borrowers with the most suitable mortgage options available in the market, facilitating a more informed and efficient mortgage buying process. Additionally, Home Account offers web-based subscription services, enhancing accessibility for users seeking to navigate the mortgage landscape.

Home-Account

Venture Round in 2009
Home Account Inc. is a mortgage-finding service focused on assisting borrowers in the United States in making informed mortgage decisions and saving money. The company analyzes and grades current mortgages, offering personalized scenarios aimed at improving users' financial situations. By leveraging its expertise, Home Account matches borrowers with the most suitable mortgage options available in the market, facilitating a more informed and efficient mortgage buying process. Additionally, Home Account offers web-based subscription services, enhancing accessibility for users seeking to navigate the mortgage landscape.
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