What Does Upwise Capital Do?

Total employees10
HeadquartersScottsdale
Founded2019

Upwise Capital is a premier debt advisory firm dedicated to assisting small to medium-sized businesses (SMBs) in navigating the complexities of the capital markets. They specialize in structuring and securing optimal debt financing solutions tailored to their clients' unique needs, enabling growth, acquisitions, or recapitalizations. Their expertise spans various debt instruments and lender relationships, ensuring clients receive strategic guidance and successful funding outcomes.

Where Is Upwise Capital's Headquarters?

Upwise Capital officeUpwise Capital officeUpwise Capital officeUpwise Capital office
*Images sourced via web search. Rights belong to original owners

HQ Function

The Scottsdale headquarters serves as the central hub for Upwise Capital's operations, including client consultation, deal origination, financial analysis, and strategic decision-making.

Notable Features:

The office is likely situated in a professional business park or building, offering modern amenities conducive to financial services operations. Specific architectural details are not widely publicized.

Work Culture:

As a specialized advisory firm, the work culture is expected to be client-focused, analytical, and results-driven, with a strong emphasis on expertise, integrity, and collaboration among its team members.

HQ Significance:

The Scottsdale location places Upwise Capital in a dynamic economic region, providing access to a diverse range of businesses and a supportive entrepreneurial ecosystem.

Values Reflected in HQ: The choice of a professional office in a reputable business area likely reflects values such as professionalism, accessibility, and a commitment to providing high-quality advisory services.

Location:

Upwise Capital primarily serves clients within the United States. While their advisory services might involve transactions with international components or lenders, their physical presence is concentrated in the US, focusing on domestic SMBs.

Street Address:

7014 E Camelback Rd, Suite B100A

City:

Scottsdale

State/Province:

AZ

Country:

USA

Where Else Does Upwise Capital Operate Around the World?

Information Not Publicly Available

Address: Upwise Capital primarily operates from its Scottsdale, AZ headquarters. No other distinct public office locations are widely publicized.

N/A

Buying Intent Signals for Upwise Capital

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Upwise Capital? Meet the Executive Team

As of April 2025, Upwise Capital' leadership includes:

Joseph Lustberg - Managing Partner
Adam Stern - Managing Partner
Ryan Smith - Managing Director
Aaron Starks - Managing Director

Who's Investing in Upwise Capital?

Upwise Capital has been backed by several prominent investors over the years, including:

Upwise Capital is a privately held debt advisory firm. It is likely partner-funded and does not have external equity investors in the traditional venture capital or private equity sense. They advise companies on securing debt, rather than receiving investment themselves.

What Leadership Changes Has Upwise Capital Seen Recently?

Hire0
Exits0

As a smaller, privately-held firm, detailed executive transition news for Upwise Capital is not frequently publicized. Any significant changes would likely be updated on their LinkedIn or company website. No major widespread news of executive hires or exits in the last 12 months has been identified.

What Technology (Tech Stack) Is Used byUpwise Capital?

Discover the tools Upwise Capital uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Upwise Capital Email Formats and Examples

Common email formats for companies like Upwise Capital often include first name, last name, or initials. Based on typical professional services firm structures, the following formats are likely.

The most probable email formats for Upwise Capital are [first]@upwisecapital.com (e.g., joseph@upwisecapital.com) or [firstinitial][last]@upwisecapital.com (e.g., jlustberg@upwisecapital.com).

Format

jlustberg@upwisecapital.com

Example

85%

Success rate

What's the Latest News About Upwise Capital?

Yahoo Finance (via PR Newswire) • November 29, 2023

Upwise Capital, LLC Facilitates $15 Million Credit Facility for Leading Medical Device Distributor

Upwise Capital announced its role in securing a $15 million credit facility for a prominent medical device distributor. This funding is intended to support the distributor's growth initiatives and working capital needs....more

PR Newswire • October 18, 2023

Upwise Capital, LLC Arranges $8 Million in Financing for National Trucking Company

Upwise Capital successfully arranged an $8 million financing package for a national trucking company. The deal was structured to provide the company with enhanced liquidity and capital for expansion....more

ABL Advisor • August 1, 2023

Upwise Capital Arranges $5.5MM Credit Facility for Manufacturer

Upwise Capital facilitated a $5.5 million credit facility for a U.S.-based manufacturing company. This financing aimed to support the manufacturer's operational requirements and strategic objectives....more

Highperformr's free tools for company research

Explore Employees by Region or Country

See where a company’s workforce is located, by country or region.

View Funding Details

View past and recent funding rounds with amounts and investors.

Understand Revenue Insights

Understand company revenue estimates and financial scale.

Track Active Job Openings

Track active roles and hiring trends to spot growth signals.

Review Product and Offerings

Discover what a company offers—products, platforms, and solutions.

Get SIC or NAICS Codes

Get the company’s official SIC and NAICS classifications.

Analyze Website Traffic Trends

Analyze visitor volume, engagement, and top traffic sources.

Discover Social Profiles and Engagement

Explore LinkedIn, Twitter, and other active social profiles.

Identify Top Competitors

Identify top competitors based on similar business traits.

Research and Discover Companies with Highperformr — Smarter, Faster

Explore companies in depth — from the tech they use to recent funding, hiring trends, and buyer signals — all in one powerful view.

Highperformr AI helps you surface the right accounts and enrich your CRM with verified company and contact insights, so your teams can prioritize and engage faster.

  • Track intent signals to find buyers who are actively in-market
  • Enrich contacts and companies instantly, no need to switch tools
  • Automate workflows to stay ahead of every change
  • Connect your CRM & tools for seamless data sync and activation

Thousands of companies, including Upwise Capital, are just a search away.