Upgrade Fintech
Check your rate for a personal loan up to $50,000 with low, fixed rates. Or get started with Upgrade Cards, Rewards Checking, and Premier Savings. Start in minutes.
- Rounds on record
- 0
5 additional investors
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What matters now
- 8 investorsnamed
8 investors on record; Coatue Management led a round.
The investors already on the cap table shape who leads the next round.
- Year of incorporation
- unknown
- Revenue range (Form D)
- unknown
- Rounds on record
- 0
- Disclosed raised
- unknownsum of rounds with a disclosed amount only
- Named investors
- 8
- PA Capital Management LLC portfolio listing Fact paloalto.capital
- Coatue Management, L.L.C. portfolio listing, lead Fact upgrade.com
- Disruptive Technologies portfolio listing, lead Fact upgrade.com
Listed on 8 firm portfolio pages; none states an outcome (acquired, public, exited or active). DFX does not assume the company is active.
Evidence: 8 listingseach firm's own card, as read
- Status not stated on Coatue Management, L.L.C. · the firm's card prints no outcome · read Sep 30, 2026 upgrade.com“The round was led by Coatue Management and DST Global.”
- Status not stated on Disruptive Technologies · the firm's card prints no outcome · read Sep 30, 2026 upgrade.com“Company will use proceeds to fuel next phase of financial innovation that benefits consumers August 11, 2021 Upgrade, Inc., a fintech company that offers affordable and responsible credit to mainstrea”
- Status not stated on PA Capital Management LLC · the firm's card prints no outcome · read Sep 16, 2026 paloalto.capital“Upgrade Fintech”
5 more listings counted above; the firms are named with a plan.
Every observation on this company
- Description: Sep 30, 2026 Fact no URL
- Investors named on site: 6 Sep 30, 2026 Fact no URL
- Listed on portfolio page: PA Capital Management LLC Oct 1, 2026 Fact Firm website
- Listed on portfolio page: Sep 16, 2026 Fact Firm website
- Listed on portfolio page: PA Capital Management LLC Sep 16, 2026 Fact Firm website
- Listed on portfolio page: PA Capital Management LLC Sep 13, 2026 Fact Firm website
- Website status: ok Sep 30, 2026 Fact no URL
- Site title: Sep 30, 2026 Fact no URL
Relationships across DFX
on 1 other DFX graph
Upgrade Fintech is the same institution as 1 record in Private Equity.
The joined record opens with the product, beside every other relationship on this page.
Checking your plan…
Record history
- Event retracted2026-10-01
- Portfolio entry removed2026-10-01source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.