Warren Capital Group

Founded in 2005, Warren Capital Group is a privately-held wealth management firm based in Charleston, South Carolina. As a fee-based money manager, they focus on research and analysis to establish investment positions for their clients, with their compensation directly tied to the performance of client accounts.

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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