Upgrade
PrivateLast Round
Series G
Oct 16, 2025
Est. Valuation
$7.47B
Total Funding Raised
$712M
Company Overview
Upgrade is a fintech company that offers affordable personal loans and mobile banking products, along with rewards checking, credit monitoring, alerts, and educational tools to help consumers manage their finances effectively.
Sector
FinTech
Verticals
Lending & Credit, Digital Banking, Personal Finance, BNPL
Business Model
B2C
Customer Profile
Payment Processing Fee, Freemium
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Upgrade Comps
Public and private peers based on sector, stage, and business model.
Upgrade Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series G | Oct 16, 2025 | ||||
| Series F | Nov 16, 2021 | ||||
| Series E | Aug 11, 2021 | ||||
| Series D | Jun 17, 2020 | ||||
| Series C | Aug 23, 2018 | ||||
Series A | Apr 6, 2017 |
Key People
Founding team and executive leadership
Upgrade Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Uncorrelated Ventures | Series D |
| DST Global | Series G, Series F |
| Financial Technology Partners | Series F |
| Gopher Asset Management | Series F |
| Union Square Ventures | Series C, Series A, Series D |
| Uncorrelated Ventures | Series D |
| Noah Holdings | Series C, Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 23, 2026
Cited as a 'Best Startup Employer' by Forbes.
- Apr 23, 2026
Named one of the 'Healthiest Employers' by the Phoenix Business Journal.
Upgrade Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
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Frequently Asked Questions
Common questions about Upgrade's valuation, stock price, and market status.
