Upwardly
PrivateLast Round
Seed+
Nov 7, 2025
Est. Valuation
$7M
Total Funding Raised
$28.6M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Upwardly is a financial services company that provides strategic credit correction, funding preparation, and financial leverage-building services.
Sector
Enterprise Software
Verticals
HR, NLP & Conversational AI
Business Model
Nonprofit or NGO
Customer Profile
Services & Consulting, Government Contracts
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Upwardly Comparables
Compare Upwardly with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Refugee Employment Partnership | 82% | |
| Nationalities Service Center | 72% | |
| Global Refuge | 67% |
Upwardly Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed+ | Nov 7, 2025 | ||||
| Grant | May 21, 2024 | ||||
| Grant | Mar 16, 2023 | ||||
| Seed | Feb 2, 2023 | ||||
| Pre Seed | Apr 21, 2022 |
Key People
Founding team and executive leadership
Upwardly Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Service Provider Capital | Seed |
| Techstars | Seed, Seed+ |
| Milwaukee Venture Partners | Seed+ |
| Schmidt Futures | Grant |
| Truist Foundation | Grant |
| Altari Ventures | Seed+ |
| Avesta Fund | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- May 26, 2026
Added Qwik Card Inc., a startup in the fintech sector.
- May 26, 2026
Added Scout, a technology/software startup, as a customer.
Upwardly Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Upwardly's valuation, stock price, and market status.
Is Upwardly a public or private company?
Upwardly is a private company.
What is the current stock price of Upwardly?
Upwardly is a private company, so its shares have no public market price. Caplight tracks Upwardly's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Upwardly worth (valuation)?
Upwardly's valuation is estimated at $7.0M based on funding round data.
Can I buy Upwardly stock?
Upwardly shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Upwardly's last funding round?
Upwardly's most recent funding round was Seed+ on November 7, 2025.
Who are the main investors in Upwardly?
Key investors in Upwardly include Schmidt Futures, Truist Foundation, Scarlet Feather Fund, BNY Mellon Foundation, Dundee Venture Capital.
Will Upwardly IPO soon?
No public IPO plans have been announced for Upwardly.
How can I track Upwardly secondary market activity?
Caplight tracks bids, offers, and trades in Upwardly's shares on secondary markets.