Upgrade Fintech

Venture-backed companyupgrade.com

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
More
Ask DFX about thisView relationshipsFinancing historyInvestorsOwnership and outcomes
As of · the latest observation of this company; each round carries its own date

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

  1. 8 investors
    named

    8 investors on record; Coatue Management led a round.

    The investors already on the cap table shape who leads the next round.

    Factfunding announcements, portfolio pages and Form DFor Investors, foundersInvestors →
Drawing the relationship network…

Facts

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

Financing history

0 rounds
No dated round yet.

Investors on record

8 edges

Ownership and outcomes

none on record
Outcome stated by investors

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.

No later owner or exit on record: no private equity sponsor position and no acquisition, listing or IPO report names this company.

Credit relationships

none on record
No lender position matched to this company.

People

0 officers, 0 directors
No officer or director on record.

Timeline

0 events
No dated event on record.

Evidence

8 observations
Every observation on this company
  • Description: Sep 30, 2026 Fact
  • Investors named on site: 6 Sep 30, 2026 Fact
  • 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
  • Site title: Sep 30, 2026 Fact

Relationships across DFX

on 1 other DFX graph
Across the graphs

Upgrade Fintech is the same institution as 1 record in Private Equity.

Private Equity1

The joined record opens with the product, beside every other relationship on this page.

Checking your plan…

Record history

1 identity change, 1 dated event on the change ledger, latest event first
  • Event retracted
    2026-10-01
  • Portfolio entry removed
    2026-10-01source 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.