About UpperRoom Technology
UpperRoom Technology is a Financial Services company based in Green Bay (United States) founded in 2012 by Matthew Kee. Practice management solutions are offered for brokers in bond investments. It operates in the Financial Services and Technology sectors. UpperRoom Technology has raised $75 thousand across 1 funding round from investors including FIS. Its chief executive, as recorded, is Matthew Kee. Its focus areas include FinTech, Investment Tech, Online Trading Platforms and Research Platforms. Its competitors include YCharts, BondCliq and PFITR; 3 of its 3 listed competitors have raised funding.
Company details
UpperRoom Technology was founded in 2012 and is based in Green Bay, United States. Solutions for practice management are provided to brokers in the financial sector, focusing on bond investments. Ascent software is utilized for automated bond investing, while support is given for goal-based strategies, bond trading, and compliance management. Insights and recommendations are delivered to assist bond traders in their operations.
- Headquarters Green Bay, United States
- Founders Matthew Kee
- SectorsFinancial ServicesTechnology
- Website upperroomtechnology.com
- Social LinkedIn X
- Total Equity Funding$75K (USD)
in 1 rounds
- Latest Funding Round$75K (USD), Seed
May 2018
- Investors
Funding Insights of UpperRoom Technology
UpperRoom Technology has successfully raised a total of $75K through 1 strategic funding round. The most recent funding activity was a Seed round of $75 thousand completed in May 2018. 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.
- Total Funding $75,000
- Total Rounds 1
- Last Round Seed — $75,000
- First Round $75,000
(May 2018)
- Investors Count 1
All 1 funding rounds of UpperRoom Technology with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May 2018 | $75,000 | Seed | – | FIS | – |
1 investors in total: 1 institutional.
Investors in UpperRoom Technology
UpperRoom Technology has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include FIS.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Software suites for banks and financial institutions are provided. | 1968 | fisglobal.com | Jacksonville, United States |
Investor details for UpperRoom Technology
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of UpperRoom Technology
1 people are tracked at UpperRoom Technology (1 in leadership).
| Name | Role | Group |
|---|---|---|
Matthew Kee | Co-Founder & CEO | Leadership |
Complete people profiles for UpperRoom Technology
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of UpperRoom Technology
2 dated milestones of UpperRoom Technology across 6 years, from founding to its latest funding, stage changes and deals.
- Founded UpperRoom Technology is founded.
- Funding First funding round of $75K.
Competitors of UpperRoom Technology
UpperRoom Technology has 3 listed competitors in our database, 3 of them funded. They include YCharts, BondCliq and PFITR.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| ycharts.com | 2009 | Chicago, United States | $13.13M | 83 | Investment research platform for fixed income investors | |
| bondcliq.com | 2016 | New York, United States | $11.65M | Central market system for the corporate bond market | ||
| pfitr.com | 2013 | St. Louis, United States | $200,000 | Delivers fixed income analytics services tailored for public funds. |
Detailed competitors of UpperRoom Technology
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as UpperRoom Technology (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Frequently Asked Questions about UpperRoom Technology
UpperRoom Technology was founded in 2012 and raised its 1st funding round 6 years after it was founded.
UpperRoom Technology is headquartered in Green Bay, United States. It is registered at Green Bay, Wisconsin, United States.
Matthew Kee is the CEO of UpperRoom Technology, as recorded in our data. They have also founded this company.
UpperRoom Technology is a funded company, having raised a total of $75K across 1 funding round to date. The company's 1st funding round was a Seed of $75K, raised on May 2018.
UpperRoom Technology was founded in 2012 and is based in Green Bay, United States. Solutions for practice management are provided to brokers in the financial sector, focusing on bond investments. Ascent software is utilized for automated bond investing, while support is given for goal-based strategies, bond trading, and compliance management. Insights and recommendations are delivered to assist bond traders in their operations.
UpperRoom Technology has 1 investor. Key investors include FIS.