Hoa Assist

What Hoa Assist does

HOA Assist is a US-based, privately held financial services and education provider that serves self-managed homeowner associations, a segment estimated by the company and CAI statistics to represent 30-40% of the roughly 355,000 HOAs in the United States. Founded in 2021 by Kirk Gassen, Mitch Gassen, and Daniel out of the Gassen Company family of property management businesses (active in association management since 1969), the company is headquartered in Eden Prairie, Minnesota, and operates with 1-10 employees. Its core offering bundles US-based financial management (monthly bank reconciliation, accounts receivable/payable, vendor payments, special assessment billing, and complete monthly financial packages prepared under internal CPA oversight) with a dual-view online portal for homeowners and board members, a free Education Center of HOA governance videos, and resale document processing delivered through a national partnership with CondoCerts.

The underlying technology stack is assembled rather than built in-house: the homeowner and board member portal is powered by Vantaca (and clients log in via home.hoa-assist.com), resale documents are routed through CondoCerts, and First Citizen's Bank serves as the default operating and reserve account banking partner for new clients. The company emphasizes flexibility for homeowners (auto-draft, credit card, e-check, bill pay) and live bank account visibility for board members, differentiating on accuracy, cost, and continuity of service rather than proprietary IP.

HOA Assist monetizes through recurring monthly subscriptions priced per unit and customized to association type, with sales conducted through a phone- and website-led direct sales motion and customer acquisition supported by YouTube content, podcast appearances, and earned media. The company positions itself as a hybrid alternative to full-service property management — claiming up to 70% cost savings for associations that switch — and targets both self-managed HOAs and smaller professionally managed associations seeking a lower-cost financial and administrative option.

Name

Hoa Assist

Legal name

HOA Assist

Website

https://hoa-assist.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

HOA Assist is a US-based financial services and education provider that delivers monthly accounting, vendor payments, an online portal, and educational resources to self-managed and cost-conscious homeowner associations across the United States.

Ownership category

akta.pro rank

Product category

HOA Financial Management Services

NAICS

Administrative and Support Services (561)

SIC

Services-To Dwellings & Other Buildings (7340), Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

Homeowners Association (HOA) Management (BPAJAHAB)

akta.pro secondary industries

Association Accounting, Budgeting & Financial Reporting Services (BPAJAHAL), Association Maintenance, Vendor & Capital Project Management (BPAJAHAM), HOA / Condominium Association Management (BPAJAFAH)

Keywords

• HOA financial services
• Self-managed HOA support
• Homeowner association accounting
• HOA management portal
• Community association education

Headquarters

HQ city

Eden Prairie

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Financial Management Services: Recurring subscription services for self-managed HOAs providing monthly financial reporting, vendor payments, accounts receivable/payable management, and financial statement preparation. Pricing based on unit count and association type.
2. Online Portal Access: Secure homeowner and board member portal providing document access, payment processing, work order management, and communication tools. Included as part of financial management services.
3. Resale Document Services: Processing of resale disclosure documents through CondoCerts partnership. Additional printing services available at extra charge for annual meeting notices, budget mailings, and newsletters.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

HOA Assist provides outsourced financial management services, an online portal for homeowners and board members, and an educational video library for self-managed homeowner associations. The company specializes in producing monthly financial packages, reconciling bank statements, processing vendor payments, managing accounts receivable/payable, and handling resale document processing for HOAs that operate without traditional property management companies. Pricing is custom-quoted based on unit count and association type, with services billed monthly.

Product overview

Hoa Assist is a single unified financial services and education platform for self-managed homeowner associations. The core portfolio consists of four integrated service modules: Financial Management (monthly accounting, collections, vendor payments), a Secure Online Portal (homeowner and board member web/mobile access), an Education Center (video library and terms glossary), and Resale Documents (via CondoCerts partnership). Together these modules streamline self-managed HOA operations by providing professional financials, flexible payment options, document management, and educational resources under one roof.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Clients can save up to 70% compared to traditional full management
• +1 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature4 records

Partnerships

Three partnerships are on record, tiered core.

• CondoCertscoreTechnology or IntegrationNational partnership through which HOA Assist provides resale disclosure documents to clients. CondoCerts handles transfer of dues current letters, lender questionnaires, resale disclosures, certificates of insurance, governing documents, and meeting minutes. Accessible through hoaassistllc.condocerts.com/resale/.
• VantacacoreTechnology or IntegrationVantaca provides the homeowner and board member portal used by HOA Assist clients. Portal enables online payments (auto-draft, credit card, e-check), invoice approval, work order submission, general requests, and access to association documents. Clients login through home.hoa-assist.com.
• First Citizen's Bank (FCB)coreOthersOperating and Reserve accounts are initially set up through First Citizen's Bank for all clients. Associations can request to have reserve and investment funds held at any bank of their choosing. FCB serves as the default banking partner for new HOA Assist clients.

Scale indicators7 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• HOA Software (by FrontSteps): HOA management software providing portals, accounting, and communication tools for community associations. Targets a similar self-managed and small-association customer base as HOA Assist.
• Vantaca: HOA management software platform serving community associations with accounting, portal, and operations features. Both a direct competitor to HOA Assist in the HOA software space and a current technology partner powering HOA Assist's portal.
• CondoCerts: National HOA resale document and estoppel provider. Both a current technology partner powering HOA Assist's resale services and a potential competitor offering similar disclosure processing to self-managed HOAs directly.
• CINC Systems: HOA and community association management software platform providing accounting, homeowner portals, and communication tools. Comparable SaaS offering to HOA Assist targeting self-managed and small professionally managed HOAs.
• PayHOA: HOA-focused software platform offering online payments, accounting, and homeowner portal features targeted at self-managed HOAs and small management companies. Closest direct competitor to HOA Assist's portal and payment offering.

Broad incumbents

• FirstService Residential: Large North American residential property and HOA management company under FirstService Corporation. Competes as a traditional full-service HOA manager—the cost-disadvantaged incumbent that HOA Assist targets for switching.
• AppFolio: Public property management SaaS platform serving residential and community association management. Provides integrated accounting, portal, and operations tools comparable to HOA Assist's offerings but at much larger scale and broader customer base.
• Buildium: Property management SaaS from RealPage serving residential property managers and HOAs with accounting, leasing, and resident portals. Comparable product offering to HOA Assist, but targets a broader market including rental property managers.
• Associa: Largest U.S. HOA management company providing full-service community association management. Competes with HOA Assist by offering traditional full-service management—the alternative HOA Assist explicitly positions against on cost.

Others

• Community Association Institute (CAI): Industry trade association for community associations, providing education, credentials (CMCA, AMS), and resources referenced throughout HOA Assist's content. Indirect peer as the credentialing and standards body for the same industry HOA Assist serves.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCwXdF_NlnzKiAvdan_dKl_Q
• Facebookfacebook.com/hoaassistofficial
• LinkedInlinkedin.com/company/hoa-assist
• Instagraminstagram.com/hoa_assist/?hl=en

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Hoa Assist