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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.
The Scottsdale headquarters serves as the central hub for Upwise Capital's operations, including client consultation, deal origination, financial analysis, and strategic decision-making.
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.
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.
The Scottsdale location places Upwise Capital in a dynamic economic region, providing access to a diverse range of businesses and a supportive entrepreneurial ecosystem.
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.
7014 E Camelback Rd, Suite B100A
Scottsdale
AZ
USA
Address: Upwise Capital primarily operates from its Scottsdale, AZ headquarters. No other distinct public office locations are widely publicized.
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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.
As of April 2025, Upwise Capital' leadership includes:
Upwise Capital has been backed by several prominent investors over the years, including:
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.
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.
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
Yahoo Finance (via PR Newswire) • November 29, 2023
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 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 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
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