Founded · Majority Owned
Financial services company providing debt relief, tax relief, insurance brokerage, personal and business loans, and mortgage services across the United States.
Outset Financial is a diversified financial services company designed to meet consumers and businesses wherever they are in their financial journey. The company operates across six core verticals: debt relief, tax relief, insurance brokerage, personal loans, business loans, and mortgage services, providing a comprehensive suite of solutions under one roof.
The debt relief division helps individuals navigate and resolve outstanding obligations through structured settlement programs and negotiation services, while the tax relief team assists clients facing IRS and state tax liabilities with resolution strategies, offers in compromise, and compliance planning. On the lending side, Outset connects borrowers with competitive personal and business loan products through its network of lending partners, streamlining what is traditionally a fragmented and opaque process.
Outset's insurance brokerage arm provides access to a wide range of coverage options, from health and life insurance to property and casualty, acting as an independent broker that shops multiple carriers on behalf of the client. The mortgage division rounds out the offering, helping homebuyers and refinancers secure favorable terms through a technology-enabled origination process.
Founded by Aversity in 2024, Outset Financial was built on the premise that financial services should be accessible, transparent, and oriented around the client's best interest. The company serves customers nationwide and is headquartered in Irvine, California.