Upward Financial logo
Upward Financial logo

Upward Financial

withupward.com
withupward.com • HQ: Seattle, United States • Venture - Series Unknown 2025 • 11-50 employees • Founded 2021 • Startup
HQ: Seattle, United States • Venture - Series Unknown 2025 • 11-50 employees • Founded 2021 • Startup
Personal Finance Apps & Education
Claim pageClaim
Follow
Overview
Salaries
Products
People
Growth
Offices
Financials

Funding and backers

Total raised
$12M
2 rounds on record
Latest round
$9M
Venture round · Oct 2025 · 12 mo ago
Team
11-50
employees, estimated range
The money's age
Due for its next round
12 months since the last round · not hiring
Momentum
0/100
no fresh signals
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
Oct 24, 2025 Raised a round Venture round $9M · SEC Form D Jan 18, 2023 Raised a round Venture round $2.9M · SEC Form D 2021 Founded
Funding rounds
RoundDateAmountInvestorsSource
Venture round Oct 2025 $9M — SEC Form D
Venture round Jan 2023 $2.9M — SEC Form D
Registers and programsofficial lists and records that name the company
Legal entity Upward Financial Inc. SEC Form D
Founders and leadersfrom filings, registers and the company's site
Aaron GregoryExecutive Officer, DirectorSEC Form D
Danielle HillExecutive Officer, DirectorSEC Form D
Investors in similar startupsfunds that back the companies most like this one
Accel
backs Oolka, Monarch
Techstars
backs Upwardli
Y Combinator
backs Bits
Coatue
backs Kikoff
Lightspeed Venture Partners
backs Kikoff
Menlo Ventures
backs Monarch
Similar startupsby what they do, their industry and backers
UpwardliSeed $2M · 3 yr ago • 11-50 employees
Products Credit Builder Card Program Bill Report Use Cases Fintech Gig Worker PFM Developers About Get a Demo We help our partners create…
BitsVenture round · 7 yr ago • Founded 2018 • 1 role
Build your UK credit score with the Bits credit builder card. Soft check, decision in 60 seconds, reports to all three credit bureaus…
CheQVenture round $5M · 8 yr ago • Founded 2022 • 51-200 employees • 7 roles
CheQ is an Indian fintech platform that allows consumers to manage and pay all their credit card and utility bills in one centralized…
KikoffVenture round $30M · 5 yr ago • Founded 2019 • 51-200 employees • 50 roles
Kikoff sells credit building products for consumers with thin or damaged credit files. Its low-limit revolving account and credit-builder…
Kovo
Fast credit score builder. All 4 credit bureaus. No credit check. No hidden fees. Instant decision. Ranked #1 credit builder. Rated 4.9…
MonarchVenture round $1M · 3 yr ago • Founded 2019 • 11-50 employees • 4 roles
Monarch Money is a subscription-based platform that provides a personal finance program to track expenses. The platform aims to help…

Overview

Products Credit Builder Card Program Bill Report Use Cases Fintech Gig Worker PFM Developers About Get a Demo We help our partners create win-win situations for their users and their companies. Create positive economic outcomes.

People

Aaron Gregory
Executive Officer, Director
SEC Form D
Danielle Hill
Executive Officer, Director
SEC Form D
Catherine Williams
Director
SEC Form D
William Finney
Director
SEC Form D
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data

Offices

Where the company hires and what each office is for
Cities
1
Hiring now
0
Countries
1
Seattle United States
HQ
10-50 est. staff

Financials

Total raised
$12M
Latest round
Venture - Series Unknown
Funding rounds
2
Funding rounds
Round Announced Amount
Venture - Series Unknown 2025 $9M Details
Venture - Series Unknown 2023 $2.9M Details