Upgrade

San Francisco, United States Founded: 2016 • Age: 10 yrs
Consumer credit and banking products are offered to individuals.
Annual revenue - Latest available
Total funding $712.0M 6 rounds
Employees - Tracked headcount
Investors 23 Known backers
Products 4 Services tracked
Competitors 8 Brand Intelligence

About Upgrade

Upgrade is a company based in San Francisco (United States) founded in 2016 by Matt Wierman, Adelina Grozdanova, Visar Nimani, and Renaud Laplanche. It operates as a FinTech and Subscription Services. Upgrade has raised $712 million across 6 funding rounds from investors including SVB, CreditEase and FirstMark. Upgrade has completed 1 acquisition, including Uplift. Upgrade offers products and services including Personal Loans, Upgrade Cards, Rewards Checking Preferred, and Premier Savings. Upgrade operates in a competitive market with competitors including Upstart, Laurel Road, Possible Finance, Tala and LendKey Technologies, among others.

  • Headquarter San Francisco, United States
  • Founders Matt Wierman, Adelina Grozdanova, Visar Nimani, Renaud Laplanche
  • Stage Unicorn
  • Sectors
    Financial Services
  • Email
    Locked
  • Phone
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  • Website
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  • Social
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  • Legal Name Upgrade, Inc.
Operational Areas
Financial Services → FinTech & Digital Finance Unlock Sub-Sector Unlock Segment
Financial Services → FinTech & Digital Finance Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $712 M (USD)

    in 6 rounds

  • Latest Funding Round
    $165 M (USD), Series G

    Oct 16, 2025

  • Investors
    SVB

    & 22 more

  • Employee Count
    Not available
  • Investments & Acquisitions
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Products & Services of Upgrade

Upgrade offers a comprehensive portfolio of products and services, including Personal Loans, Upgrade Cards, Rewards Checking Preferred, and Premier Savings.

Product name locked
Category locked
Primary

Personal loans are offered for various needs.

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Credit cards are provided with cashback rewards.

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Checking accounts are offered with cashback benefits.

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Savings accounts are provided with competitive APY.

People of Upgrade

Headcount 200-500
Employee Profiles 237
Board Members and Advisors 6
Employee Profiles
People
Jeff Bogan
Co-Founder & CFO
People
Adelina Grozdanova
Co-Founder & Head of Investor Group
People
Visar Nimani
Co-Founder & CIO
People
Renaud Laplanche
Co-Founder & CEO

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Board Members and Advisors
people
Anju Patwardhan
Board Member
people
Joseph L. Breeden
Board Member

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Funding Insights of Upgrade

Upgrade has successfully raised a total of $712M across 6 strategic funding rounds. The most recent funding activity was a Series G round of $165 million completed in October 2025. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

Investors in Upgrade

Upgrade has secured backing from 23 investors, including venture fund and institutional investors. Prominent investors backing the company include SVB, CreditEase and FirstMark.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Provider of an investment platform for various stages
Locked Locked Locked
Venture capital investment firm
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Private equity investments are made in technology-enabled growth companies.
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Investor details for Upgrade

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Upgrade

Upgrade has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Uplift.

Investments
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Investment portfolio details for Upgrade

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

Verified entity values are shown only after access is granted.

Acquisitions
Company Name Description Domain Location Founded Year Amount
Point-of-sale financing for travel bookings is offered by Uplift.
Locked Locked 2014 Locked
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Complete acquisition details for Upgrade

Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.

  • Transaction dates
  • Acquired stakes
  • Disclosed values
  • Domains and locations

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Financial Statements - Upgrade

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Detailed financials for Upgrade

Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.

  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

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Upgrade Comparisons

Upgrade Primary company
Description
Consumer credit and banking products are offered to individu...
Location
San Francisco, United States
Founded Year
2016
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Upgrade

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

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Competitors of Upgrade

Upgrade operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Upstart, Laurel Road, Possible Finance, Tala and LendKey Technologies, among others.

Company Name Domain Founded year HQ Location Description
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Diversified loans are provided via an AI-enabled online marketplace.
Locked Locked Locked
Student loan refinancing, mortgages, and personal loans are offered online.
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Multiple consumer loans are offered through an online platform.
Locked Locked Locked
Fintech services for credit, savings, and payments are delivered globally.
Locked Locked Locked
Student & Home improvement loans online by local community lenders
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Detailed competitors of Upgrade

Competitor domains, locations, full profiles, and operating metrics require an active premium plan.

  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

Verified entity values are shown only after access is granted.

Latest news on Upgrade

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Complete news archive for Upgrade

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about Upgrade

Upgrade was founded in 2016 and raised its 1st funding round 1 year after it was founded.

Upgrade is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.

Renaud Laplanche is the current CEO of Upgrade. They have also founded this company.

Upgrade is a funded company, having raised a total of $712M across 6 funding rounds to date.

Upgrade is established as a financial technology company based in the USA. Personal loans, credit cards, checking, and savings accounts are provided to customers. Solutions are tailored for debt consolidation, home improvement, and major purchases. The fintech sector is primarily served with innovative financial products. Cashback rewards and competitive APY rates are included in offerings. Customer trust and accessibility are emphasized through various services.

Upgrade's top competitors include Upstart, Possible Finance and Laurel Road.

Upgrade offers Personal Loans, Upgrade Cards, Rewards Checking Preferred, and Premier Savings.

Upgrade has made 1 acquisition, including Uplift.

Upgrade has 23 investors. Key investors include SVB, CreditEase, FirstMark, Neuberger Berman, and Noah Holdings.

The valuation of Upgrade is $6B as of Nov 2021.

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