Warren Capital Group

Warren Capital Group is a wealth management firm based in Charleston, South Carolina, established in 2005. The firm operates as a fee-based money manager, focusing on research and analysis to establish and manage investment positions. Unlike traditional financial institutions, Warren Capital does not sell products, conduct banking, or underwrite loans, allowing them to concentrate solely on optimizing their clients' investments. Their compensation is directly linked to the performance of their clients' accounts, aligning their interests with those of their clients. Being privately held, Warren Capital is not subject to quarterly sales pressures, which enables them to take a long-term approach to investment strategies. Additionally, the firm's executive management team actively manages the assets, and they invest their own capital alongside their clients when they identify promising opportunities.

Joseph Warren

Founder and CEO

1 past transactions

Rate Reset

Seed Round in 2011
Named by American Banker’s Bank Technology News (BTN) as “One of the Top Ten Technology Companies” to watch in 2013, Rate Reset provides innovative Loan Acquisition, Retention and Reset Software (LRS™) to banks, credit unions and mortgage companies. The company’s software provides a borrower-initiated interest rate-resetting loan feature that is an alternative to the traditional refinance for both mortgages and auto loans. Rate Reset is a feature of a loan that empowers customers to reset their existing auto or mortgage loan electronically.
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