About Upward Financial
Upward Financial is a private company based in Seattle, Washington, incorporated in 2021 in Delaware. It has reported $11,982,116 raised in two offerings on Form D since February 2023. Its chief executive is Aaron Gregory.
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Oct 24, 2025 | Nov 10, 2025 | $9,032,162of $9.0M target | 77 | $117K | EquityRule 506(b) | Form D ↗ |
| Jan 18, 2023 | Feb 1, 2023 | $2,949,954of $3.2M target | 54 | $54,629 | EquityRule 506(b) | Form D ↗ |
| Total, two offerings | $11,982,116 | |||||
First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.
Leadership Team
Executive officers and directors listed on Upward Financial's Form D filed Nov 10, 2025.
CW
Catherine Williams
Director
AG
Aaron Gregory
CEO & Director
WF
William Finney
Director
DH
Danielle Hill
Executive officer and director