Haven named Daniel Wallace as CEO and moved co-founder Jonathan Chao to chief product officer; Haven later said Chao resumed the CEO role in November 2024 after Wallace left for MaxEx.
SourceHomeownership reimagined for the 21st century.
Public company, workplace, funding, and market signals
Haven is a white-labeled B2B mortgage servicing platform that helps servicers, subservicers, and lenders engage homeowners, drive retention/recapture, and cross-sell relevant home-finance products through an embedded digital experience.
Primary product
Haven Wallet / embedded homeowner engagement and retention platform for mortgage servicers, subservicers, and lenders
Founded
2020
Headquarters
New York, United States
Team size
11-50
Work style
Remote
Industry
Financial Services
Sub-industry
Mortgage servicing technology / embedded homeowner engagement
Offices
8 jobs at Haven
Business model
Stage
Series A
Total raised
$13.6M
Latest round
Series A · Nov 2022
Latest amount
$8M
Leadership
Co-founder & CEO
CTO
Chief Operating Officer
Lucy Mitchell
Director of Product Management
Remote-first and distributed across multiple continents; the company emphasizes inclusivity, diversity, maker time, trust, and professional growth.
Work style
Remote
Compensation
No public salary bands found. Public careers material highlights 401(k), stock options, unlimited PTO, parental leave, and growth opportunities rather than cash compensation details.
Benefits
Pricing
Not publicly disclosed; appears to be demo-led B2B SaaS / enterprise platform pricing.
Differentiators
Technology
Customers
Competitors
Estimated revenue
$1M-$10M
Estimated monthly visits
2.6K
Haven named Daniel Wallace as CEO and moved co-founder Jonathan Chao to chief product officer; Haven later said Chao resumed the CEO role in November 2024 after Wallace left for MaxEx.
SourceBusiness Wire · Nov 2024
Partnership adds property tax monitoring and protest services to Haven’s escrow monitoring feature and integrated affiliate marketplace.
Business Wire · Oct 2024
Haven announced an AI voice-agent partnership aimed at reducing call-center friction and offering borrowers a single branded point of contact.
Business Wire · Sep 2024
Haven Wallet debuted as a single-login digital experience for loan servicing and financial monitoring from origination to payoff.
GlobeNewswire / PropTech Breakthrough · Aug 2024
Haven was recognized for digital mortgage innovation in the 4th annual PropTech Breakthrough Awards.
National Mortgage News · Sep 2023
Daniel Wallace was named CEO and Jonathan Chao moved to chief product officer; later company updates indicate Chao returned as CEO in November 2024.