Developer docs
API playgroundTry for free, no card

Search company profiles

Partners United Financial

Full company profile

uuid000i6mu

Namestring
Partners United Financial
Company typeenum
Private
Founded yearint
2016
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersWorthington, United States
HQ citystring
Worthington
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
mortgage lending services, home loan services, residential mortgage lending, loan origination support, mortgage brokerage
NAICS code1 code
  • Mortgage and Nonmortgage Loan Brokers52231
SIC code1 code
  • Mortgage Bankers & Loan Correspondents6162
Product category
Mortgage Lending
Social media profiles1 record
Cost components3 values
Personnel, Operations, Marketing or Sales
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Partners United Financial is a lending firm that provides support and services for mortgage and home loans. The company operates as a private for-profit entity headquartered in Worthington, United States, with 11-50 employees, focused on facilitating residential mortgage products for borrowers.

Differentiator
Functional benefit
Problem solved
Product and service1 record
1Mortgage and Home Loan Services
No data
Peers10 records
TypeBroad incumbent
Description

SoFi is a digital personal finance platform that now offers home loans among other products; it represents a comparable tech-enabled entrant into the same mortgage origination market.

TypeBroad incumbent
Description

UWM is the largest US wholesale mortgage lender, partnering with independent mortgage brokers—directly comparable to a small broker-style mortgage firm like Partners United Financial, but operating at national scale.

TypeBroad incumbent
Description

Homepoint is a wholesale mortgage lender that supports independent mortgage brokers, making it a relevant comparison for a small broker-oriented mortgage firm like Partners United Financial.

TypeBroad incumbent
Description

Rocket Mortgage (formerly Quicken Loans) is the largest US retail mortgage originator, providing a useful benchmark for the size and capability gap Partners United Financial faces as a small mortgage lender.

TypeDirect peer
Description

Better.com is a digital-first mortgage lender focused on home purchase and refinance originations; it competes for the same borrower and broker relationships as a small residential mortgage firm.

TypeBroad incumbent
Description

NewRez is a national mortgage originator and servicer with retail, wholesale, and correspondent channels; comparable in product focus (residential mortgages) though far larger in scale.

TypeBroad incumbent
Description

Caliber Home Loans is a national residential mortgage originator offering retail, wholesale, and correspondent lending; it competes in the same home loan origination space as Partners United Financial at a much larger scale.

TypeBroad incumbent
Description

loanDepot is a major national retail and wholesale mortgage lender with multi-channel origination, comparable in core activity (residential mortgage origination) but vastly larger in scale.

TypeBroad incumbent
Description

PennyMac is a major US mortgage lender and servicer active across retail, wholesale, and correspondent channels; comparable core activity of residential loan origination with significantly broader scale.

TypeDirect peer
Description

Guild Mortgage is a mid-sized retail-focused mortgage lender with branch-based origination; its model of relationship-driven, decentralized origination is structurally similar to a small firm like Partners United Financial.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights4 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Partners United Financial

Partners United Financial firmographics

Firmographics
Name
Partners United Financial
Website
https://partnersunitedfinancial.com
Company type
Private
Founded year
2016
Headcount range
11–50 employees
Ownership category
akta.pro rank

Where Partners United Financial is headquartered

Location

Headquarters

HQ city
Worthington
HQ country
United States
HQ region
North America

Markets served

Partners United Financial business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales

Partners United Financial product offering

Product offering

Core offering

Partners United Financial is a lending firm that provides support and services for mortgage and home loans. The company operates as a private for-profit entity headquartered in Worthington, United States, with 11-50 employees, focused on facilitating residential mortgage products for borrowers.

Differentiator

Problem solved

Functional benefit

Products and services

  • Mortgage and Home Loan Services

Companies that use Partners United Financial

Customer profile

Ideal customer profiles1 record

Partners United Financial technology and API

Technology

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Partners United Financial competitors and assessment

Company assessment

Broad incumbents

  • SoFi Technologies: SoFi is a digital personal finance platform that now offers home loans among other products; it represents a comparable tech-enabled entrant into the same mortgage origination market.
  • United Wholesale Mortgage: UWM is the largest US wholesale mortgage lender, partnering with independent mortgage brokers—directly comparable to a small broker-style mortgage firm like Partners United Financial, but operating at national scale.
  • Homepoint: Homepoint is a wholesale mortgage lender that supports independent mortgage brokers, making it a relevant comparison for a small broker-oriented mortgage firm like Partners United Financial.
  • Rocket Mortgage: Rocket Mortgage (formerly Quicken Loans) is the largest US retail mortgage originator, providing a useful benchmark for the size and capability gap Partners United Financial faces as a small mortgage lender.
  • NewRez (formerly New Penn Financial): NewRez is a national mortgage originator and servicer with retail, wholesale, and correspondent channels; comparable in product focus (residential mortgages) though far larger in scale.
  • Caliber Home Loans: Caliber Home Loans is a national residential mortgage originator offering retail, wholesale, and correspondent lending; it competes in the same home loan origination space as Partners United Financial at a much larger scale.
  • loanDepot: loanDepot is a major national retail and wholesale mortgage lender with multi-channel origination, comparable in core activity (residential mortgage origination) but vastly larger in scale.
  • PennyMac Financial Services: PennyMac is a major US mortgage lender and servicer active across retail, wholesale, and correspondent channels; comparable core activity of residential loan origination with significantly broader scale.

Direct peers

  • Better.com: Better.com is a digital-first mortgage lender focused on home purchase and refinance originations; it competes for the same borrower and broker relationships as a small residential mortgage firm.
  • Guild Mortgage: Guild Mortgage is a mid-sized retail-focused mortgage lender with branch-based origination; its model of relationship-driven, decentralized origination is structurally similar to a small firm like Partners United Financial.

Market position

Strengths4 records

Weaknesses4 records

Key risks6 records

Key highlights4 records

Customer concentration

Partners United Financial social profiles

Digital presence

Partners United Financial financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Partners United Financial leadership team

Management profile

Number of profiles

Partners United Financial funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Partners United Financial M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Partners United Financial

What does Partners United Financial do?

Partners United Financial is a lending firm that provides support and services for mortgage and home loans. The company operates as a private for-profit entity headquartered in Worthington, United States, with 11-50 employees, focused on facilitating residential mortgage products for borrowers.

When was Partners United Financial founded?

Partners United Financial was founded in 2016. It employs 11 to 50 people.

Where is Partners United Financial based?

Partners United Financial is headquartered in Worthington, United States, in the North America region.

Who are Partners United Financial's main competitors?

Broad incumbents on record are SoFi Technologies, United Wholesale Mortgage, Homepoint, Rocket Mortgage, NewRez (formerly New Penn Financial), Caliber Home Loans, loanDepot and PennyMac Financial Services. Direct peers are Better.com and Guild Mortgage.

Does Partners United Financial have an API?

No public API is recorded for Partners United Financial.

Unlock the full company data

50 free credits on sign-up, no credit card required.

Contact sales