Upward Financial
Techstars '22Seattle, US · Founded 2021 · Delaware corporation · 10 known investors
Upward provides software infrastructure for companies to launch credit products that increase credit visibility for consumers, helping lenders achieve higher approval rates while offering consumers access to lower interest rates.
Founders & leadership
Upward Financial was founded in 2021 by Aaron Gregory.
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Aaron GregoryFounder
DH
Danielle HillNamed on SEC filing
Board
CW
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Investors · 10
Altari VenturesNew Yorkvia Anna Garcia · inferred
Breakwater VenturesSeattle
Dundee Venture CapitalPittsburgh · $500K – $3M
J4 VenturesNew York
Long Way VenturesBend
Moai CapitalSan Mateo · $25K – $100Kvia Brian Jacobs · inferred
TechstarsBoulder · $220K
Temerity Capital Partners
Tundra AngelsWisconsin · $100K – $500K
Cascade Seed FundreportedBend
Reported raises · per SEC filings
Form D private placements$12M disclosed across 2 rounds · 2023–2025
▶$9MraisedNov 2025 · 77 investors · Other Banking and Financial ServicesRule 506(b)
▶$9MraisedNov 2025 · 77 investors · Other Banking and Financial Services
Rule 506(b)Officers, directors & promoters on the filing
- Catherine WilliamsDirector
- Aaron GregoryExecutive Officer, Director, Promoter
- William FinneyDirector
- Danielle HillExecutive Officer, Director
- Offering amount
- $9.1M
- Amount sold
- $9M
- First sale
- Oct 2025
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
▶$2.9MraisedFeb 2023 · 54 investors · Other Banking and Financial ServicesRule 506(b)
▶$2.9MraisedFeb 2023 · 54 investors · Other Banking and Financial Services
Rule 506(b)Officers, directors & promoters on the filing
- Danielle HillExecutive Officer, Director
- Catherine WilliamsDirector
- Aaron GregoryExecutive Officer, Director, Promoter
- Offering amount
- $3.2M
- Amount sold
- $2.9M
- First sale
- Jan 2023
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 3
by search overlap
Upgrade60 shared keywordsUpgrade provides personal loans, credit cards, and mobile banking products to consumers, with a focus on affordable credit and responsible financial options.
Zendesk28 shared keywordsThis is Zendesk's internal belonging/diversity and inclusion program page, not a company profile page for an external company. It describes Zendesk's internal culture initiatives and leadership development programs.
Upwards21 shared keywordsUpwards operates a technology-driven marketplace that connects families with childcare providers and partners with government entities to offer subsidized care. The platform serves families, childcare providers, employers, and government agencies across the United States.
Companies competing with Upward Financial for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does Upward Financial do?
- Upward provides software infrastructure for companies to launch credit products that increase credit visibility for consumers, helping lenders achieve higher approval rates while offering consumers access to lower interest rates.
- Who founded Upward Financial?
- Upward Financial was founded by Aaron Gregory in 2021.
- Who are Upward Financial's investors?
- Upward Financial's investors include Altari Ventures, Breakwater Ventures, Dundee Venture Capital, J4 Ventures, Long Way Ventures, Moai Capital, Techstars, Temerity Capital Partners and 2 more.
- How much funding has Upward Financial raised?
- Upward Financial has disclosed $12M raised across 2 rounds.
- Where is Upward Financial headquartered?
- Upward Financial is headquartered in Seattle, US.