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LoanWell

LoanWell

Private
Durham, North CarolinaFinTechhttps://loanwell.com/

Last Round

Grant

Jan 17, 2022

Total Funding Raised

$4.79M

Momentum

Top 1%

of companies Caplight tracks

Company Overview

LoanWell is a financial software company that provides a customizable, end-to-end platform for lenders with intake, origination, underwriting, closing, servicing, and reporting.

Sector

FinTech

Verticals

Lending & Credit, Vertical SaaS, Digital Banking, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

loan management softwareloan origination systemLOSlending automationfintech SaaSloan servicing softwareAI underwritingdigital lending platformautomated underwritingloan processing softwareAI copilot for financevertical SaaSloan APICDFI softwarecredit union technologyAI agent security

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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LoanWell Comparables

Compare LoanWell with similar companies based on industry and business-model similarity.

LoanWell comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Presta
87%
LendingFront
86%
Fuse
85%

LoanWell Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
GrantJan 17, 2022
SeedDec 7, 2021
GrantOct 6, 2020
Convertible DebtAug 14, 2020
AcceleratorJul 1, 2020
Convertible Debt
Apr 1, 2020

Key People

Founding team and executive leadership

Justin Straight

Co-Founder, COO CFO

Founding Team

Bernard Worthy

Co-Founder Chief Executive Officer

Founding Team

Sean Doherty

Chief Technology Officer

Executive Team

LoanWell Investors

Notable investors and investment history

LoanWell investors
InvestorRounds
NC IDEAGrant
Google for StartupsAccelerator, Grant
Collab CapitalSeed
Open Opportunity FundSeed
PraxisAccelerator
Impact America FundSeed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 25, 2026

    Monthly visitors grew 60% MoM, reaching 14.1K.

  • Jul 20, 2026

    Open roles increased to 5, 5x the trailing average.

LoanWell Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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LoanWell Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about LoanWell's valuation, stock price, and market status.

Firmographic Details

HeadquartersDurham, North Carolina
Employee Range12
Year Founded2017
Last FundingJan 17, 2022

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