Other
Nov 2024Leadership change: Jonathan Chao resumed CEO role, and Cole Murray joined as CTO; Daniel Wallace departed to become COO at MAXEX.
SourceHomeownership reimagined for the 21st century.
Company research
Public company, workplace, funding, and market signals
Updated Aug 16, 2026
Overview
Haven is a financial services/mortgage technology company that provides a digital relationship platform for mortgage servicers, subservicers, and lenders to engage, educate, and retain homeowners throughout the homeownership lifecycle.
Primary product
Haven Servicing Connect / homeowner engagement platform for mortgage servicing
Founded
2020
Headquarters
New York, New York, United States
Team size
11-50 employees
Industry
Financial Services
Sub-industry
Mortgage technology / mortgage servicing software
Offices
Newark, New Jersey, United States
Madison, Wisconsin, United States
Business model
B2B SaaS
enterprise software
mortgage servicing technology
Funding
People & investors
Leadership
Co-founder & CEO
Chief Operating Officer
Lucy Mitchell
Director of Product Management
Former CEO (2023-09 to 2024-11) / current MAXEX COO
Cole Murray
CTO (announced 2024-11-12 in company post; LinkedIn not found in Exa results)
Daniel Kalick
Head of Product (mentioned in company post)
Client Strategy Lead
Founders
Aditya Acharya
Co-founder
Nipun Kant
Co-founder
Work & culture
Public signals emphasize modern borrower experience, easy scheduling, clear communication, ongoing training, and a mission-driven culture focused on helping homeowners and servicers. No formal benefits page was found in public sources.
Compensation
Public compensation signals are limited. Exa shows an employer rating around 3.9/5 with compensation rated 3.0/5 from 2 reviews, but no salary bands or formal compensation page were found.
Product & market
Pricing
Not publicly disclosed; likely enterprise SaaS / contract-based pricing.
Differentiators
- —Purpose-built for mortgage servicers, subservicers, and lenders
- —Configurable borrower engagement and retention platform
- —Focus on improving MSR value and homeowner engagement
- —Integrated with leading subservicers
- —Brand-consistent borrower experiences under the lender's brand
Technology
Apache
Apache Airflow
dbt
Django
Vanta
Customers
Mortgage servicers
Subservicers
Lenders
Independent Mortgage Banks (IMBs)
Competitors
Blend
MaxEX
Figure
other mortgage servicing / borrower engagement platforms
Scale & contact
Estimated revenue
USD 1M-10M (Exa estimate; annual revenue shown as about USD 2.5M)
Estimated monthly visits
2.6K
Traffic estimate as of Jun 2026
Signals & risks
Other
Sep 2023CEO transition: Daniel Wallace was appointed CEO and Jonathan Chao moved to Chief Product Officer.
SourceLatest news
Business Wire · Nov 2024
Partnership adds property tax monitoring and protest services to Haven’s escrow monitoring feature and integrated affiliate marketplace.
Asset Securitization Report / American Banker · Nov 2024
Daniel Wallace left Haven to join MAXEX as COO; Jonathan Chao returned to CEO role.
Business Wire · Oct 2024
Announced AI-powered voice agent partnership with Kastle; includes product positioning for Haven and investor list.
Business Wire · Sep 2024
Launches Haven Wallet, expanding borrower engagement and retention tooling.
GlobeNewswire / PropTech Breakthrough · Aug 2024
Haven was recognized for digital mortgage innovation in the 4th annual PropTech Breakthrough Awards.
Jobs and careers at Haven
3 jobs at Haven
Producteur de contenu
On-site
Haven Interactive Studios
Canada, Quebec, Montreal; CAN-QC-Montreal-Rue St-Hubert
2d ago
On-site
Full-time
Concepteur·rice de jeu IA Senior
On-site
Haven Interactive Studios
Canada, Quebec, Montreal
2mo ago
On-site
Full-time
Directeur.trice de la conception de jeu
On-site
Haven Interactive Studios
Canada, Quebec, Montreal
2mo ago
On-site
Full-time