UpEquity

UpEquity

Private
Austin, TexasFinTechhttps://www.upequity.com

Last Round

Debt

Jun 18, 2025

Total Funding Raised

$275.15M

Company Overview

UpEquity is a fintech company that offers a licensed mortgage platform to streamline and automate the loan application and approval process for faster home buying.

Sector

FinTech

Verticals

Real Estate Finance, Lending & Credit, PropTech Services

Business Model

B2B2C

Customer Profile

Payment Processing Fee

AI Layer

Non-AI

Keywords

all-cash offersPower BuyerBuy Before You Sellmortgage FinTechdigital mortgage lenderbridge loanmortgage originationcash-backed offerautomated underwritinghome sale contingencyreal estate financeproptechmortgage refinancingreal estate agent tools

Historical Pricing

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Caplight Momentum Score

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UpEquity Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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UpEquity Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
DebtJun 18, 2025
Series BOct 21, 2021
DebtOct 21, 2021
Series AFeb 11, 2021
DebtFeb 11, 2021
Seed
Aug 20, 2019

Key People

Founding team and executive leadership

Timothy Herman

CEO

Executive Team

Andy Pruitt

Chief Technology Officer

Executive Team

Vasili Gerogiannis

Chief Financial Officer

Executive Team

UpEquity Investors

Notable investors and investment history

InvestorRounds
Setpoint CapitalDebt
GaingelsSeries B
Next Coast VenturesDebt, Series B, Series A
BP CapitalSeries B
Launchpad CapitalSeries B
Early Light VenturesSeries B
Y CombinatorSeed

UpEquity Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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UpEquity Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersAustin, Texas
Employee Range60
Year Founded2019
Last FundingJun 18, 2025

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Disclaimer All investments involve risk, including the risk of loss of principal. You should carefully consider your investment objectives, risks, transaction costs and other expenses before deciding to invest in options, swaps or other investments.This does not constitute an offer by Caplight Technologies, Inc. to sell, or a solicitation of an offer to buy, any securities and may not be used or relied upon in connection with any offer or sale of securities. An offer or solicitation can be made only through the delivery of final offering document(s) and purchase agreement(s), and will be subject to the terms and conditions and risks delivered in such documents. Any securities offered are offered through Caplight Markets LLC, member FINRA/SIPC.