upgrade

Private

United StatesFintech: Bankinghttps://upgrade.com

Last Round

Series G

10/16/2025

Last Round Size

$165M

Est. Valuation

$5.6B

Total Funding Raised

$712M

Company Overview

Developer of a neo-bank platform designed to provide financial services and cashback.

Sector

Fintech: Banking

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upgrade Comps

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Company	Similarity	Domain
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Tesla	0%	—
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Competitor 2	XX%	—

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upgrade Funding Rounds

Historical fundraising activity

Round	Date	Amount Raised	Valuation	Investors	Sources
Series G	10/16/2025
Series F	11/16/2021
Series E	8/11/2021
Series D	6/17/2020
Series C	8/23/2018
Series A	4/6/2017

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upgrade Filings

SEC and related filings with document metadata.

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upgrade Filings

SEC and related filings with document metadata.

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Firmographic Details

HeadquartersUnited States

Year Founded2016

Last Funding10/16/2025

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DisclaimerAll 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.