UPSTACK
UPSTACK is a New York-based technology advisory platform that combines 220+ human advisors with AI-powered tools to help enterprises and mid-market businesses evaluate, source, deploy, and manage technology infrastructure investments on a vendor-paid, performance-based fee model.
- Company typePrivate
- Founded2018
- HeadquartersNew York, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What UPSTACK does
UPSTACK is a privately held technology advisory platform headquartered at 7 World Trade Center in New York City that operates as a vendor-agnostic intermediary helping enterprises and mid-market businesses evaluate, source, deploy, and manage technology infrastructure investments. The company serves over 1,000 customers including 60+ Fortune 1000 enterprises across nine vertical segments (manufacturing, healthcare, finance, retail, commercial real estate, biotech and pharma, legal, and software/IT services), with annual technology spend under management exceeding $1 billion. UPSTACK employs 220+ advisors and has completed over 100,000 successful projects, with a 99% client retention rate and a Net Promoter Score of 78-82.
UPSTACK firmographics
Firmographics- Name
- UPSTACK
- Legal name
- Upstack, Inc.
- Website
- https://upstack.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- UPSTACK is a New York-based technology advisory platform that combines 220+ human advisors with AI-powered tools to help enterprises and mid-market businesses evaluate, source, deploy, and manage technology infrastructure investments on a vendor-paid, performance-based fee model.
- Ownership category
- akta.pro rank
Where UPSTACK is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
UPSTACK business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Others
Revenue model
- Vendor-Paid Transactional Fees: UPSTACK's services are free to clients. The company earns compensation through small transactional fees paid by vendors when customers make purchases based on UPSTACK's recommendations. This vendor-reimbursed model eliminates bias and overhead of internal sales teams.
- Performance-Based Compensation: UPSTACK is 100% performance-based - the company only earns compensation when clients move forward with recommended solutions. No upfront fees, no risk to clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Advisory Services - Free to clients |
| Subscription | Annual | Technology Inventory Management Software - Standalone Licensing |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
UPSTACK product offering
Product offeringCore offering
UPSTACK is a technology advisory platform that pairs expert human advisors with AI-powered proprietary tools and a database of 80 million+ pricing data points to help enterprises and mid-market businesses evaluate, source, deploy, and manage business-critical IT solutions across cloud, connectivity, security, data center colocation, AI/ML, and customer experience. Services are offered at no cost to clients, with vendor-paid transactional fees and performance-based compensation providing the revenue model.
Product overview
UPSTACK is a technology advisory platform that combines expert human advisors with AI-powered proprietary technology tools. The platform centers on the UPSTACK Platform itself, which includes modules for Data Center Colocation Marketplace, Technology Inventory Management (TIM), AI-Driven Price Benchmarking, Technology Spend Optimization, and Trouble Ticket & Project Status Dashboard. These are complemented by Advisory Services and Execution Services. The company offers solution categories spanning AI & Machine Learning, Cloud, Cloud & Network Security, Data Center Colocation & Hybrid Cloud, Communications & Voice, Customer Experience (CX), Internet Connectivity, and Wide-Area Networking. UPSTACK is a vendor-agnostic advisory firm—not a traditional SaaS—with over 220 team members, serving 60+ Fortune 1000 customers, and has completed 35+ strategic acquisitions.
Differentiator
Problem solved
Functional benefit
Products and services
- Advisory Services Expert guidance for technology evaluation and selection: solutions design, TCO analysis, price benchmarking, technology/vendor selection, and contract review and negotiation. Delivered free to clients and reimbursed by vendors.
- Execution Services End-to-end implementation and ongoing management of technology solutions: service implementation and delivery, vendor management and escalation, customer success management, and vendor issue resolution.
- UPSTACK Platform Comprehensive technology advisory platform combining expert human advisors with AI-powered tools, proprietary data, and vendor-agnostic guidance for enterprise technology sourcing, deployment, and management.
- Technology Inventory Management (TIM) Software Centralized dashboard providing real-time visibility into every connection, asset, and provider across IT environments, with contract terms, renewal dates, service inventory, and technology spend tracked in one portal. Available as standalone software subscription.
- Data Center Colocation Marketplace AI-powered marketplace for sourcing, comparing, and evaluating data center colocation providers, providing real-time pricing, space/power availability, TCO analysis, and network connectivity ecosystem data across 300+ operators globally.
- Data Center Colocation CPQ and Cost Normalization Solution Industry-first data center CPQ and cost normalization solution for comparing pricing models across colocation vendors.
Quantifiable outcome
- Up to 50% time savings in technology partner evaluation
- +9 more outcomes
Companies that use UPSTACK
Customer profileNamed customers10 records
Segments12 records
Ideal customer profiles7 records
UPSTACK technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability11 records
Feature7 records
UPSTACK partnerships and signals
Strategic signalPartnerships
21 partnerships are on record, tiered minor.
- Breakwater Cloud AdvisorsminorCX consulting firm based in Vancouver, Washington acquired in October 2025. Deal strengthens UPSTACK's CX and AI practice with key personnel joining and continuing to serve clients.
- Avail PartnersminorSeattle-based technology consulting firm acquired in August 2025. Expands UPSTACK's capabilities and market presence in the Pacific Northwest in manufacturing, healthcare, and professional services.
- V3 TechnologyminorArkansas-based IT advisory firm acquired in February 2025 as the 35th partner investment. Founded in 2012, specializes in delivering customized IT and telecom solutions to midmarket businesses.
- Performance NetworksminorDenver-based telecommunications consulting company acquired in July 2024. Transaction involved integrating Performance Networks' team and leadership, including founder Shawn Nus, into Upstack.
- Strategic Telecom PartnersminorKansas-based technology services advisory firm acquired January 18, 2024. Acquisition aimed to enhance UPSTACK's platform by integrating customer-first approach and technical expertise.
- The Monaco Group (TMG)minorTechnology advisory firm based in Boca Raton, Florida acquired March 2023 as part of dual acquisition with LinkSource Technologies.
- LinkSource TechnologiesminorUPSTACK acquired the network and cloud sourcing business of LinkSource Technologies LLC in March 2023 and formed a strategic partnership with its hardware sourcing business.
- NPG Solutions LLCminorIndependent technology and communications solutions advisor based in Ohio acquired October 2022, marking UPSTACK's 25th partner investment. Provides cloud, security, and network management services to large companies.
- Digital Planet Communications Inc.minorTelecom and technology agency based in Minnesota acquired September 2022. Acquisition expanded UPSTACK's support resources and solution offerings.
- ChaseTek Partners LLCminorTelecom and technology consultancy based in Ohio acquired August 2022. Provides IT and telecom procurement, management, and support to over 3,000 businesses in retail, healthcare, finance, and manufacturing.
- Universal Telecommunications Inc.minorTelecommunications firm with sister company Universal Solutions Providers LLC based in Deerfield Beach, Florida acquired April 2022. Offers IT, network, and voice solutions.
- Meridian Network ServicesminorAcquired in March 2022 as part of PE-backed growth strategy, with deal referenced in context of managing data and advertisement technologies.
- United Technology LLCminorConsulting firm specializing in complex network deployments acquired March 2022. Founder and President Trish Van de Bovenkamp joined as Partner and Managing Director.
- Subsidium Technologies Inc.minorTelecommunications agency specializing in communication, network connectivity, cloud, and collaboration technology acquired February 2022 as part of growth strategy.
- Lunada PartnersminorIT consulting firm specializing in network infrastructure and data center solutions acquired February 2022. Founder Monica Sanchez joined UPSTACK as partner.
- teXiumminorTechnology consulting firm serving enterprises worldwide acquired January 2022 to expand platform for designing and selecting cloud and internet infrastructure solutions.
- Open Communications LLCminorIT consulting firm specializing in network, CCaaS, and UCaaS acquired September 2021. Founder Amanda Heinritz joined UPSTACK as partner.
- Legacy SolutionsminorTelecommunications consulting firm based in Chicago acquired September 2021. Expertise in telecom expense audits and vendor management.
- idea! Communications Group Inc.minorNetwork and IT consulting firm acquired September 2021 as part of growth strategy supported by $50 million Berkshire Partners investment.
- MOC4 Consulting LLCminorTechnology advisory firm specializing in secure networking acquired September 2021 as part of growth strategy.
- CloudAdviseminorTechnology infrastructure advisory firm serving global midmarket and enterprise clients acquired August 2021 to accelerate growth and expand platform.
Scale indicators11 records
Recent moves14 records
Expansion highlights6 records
UPSTACK competitors and assessment
Company assessmentBroad incumbents
- Presidio: Presidio is a global IT solutions provider offering digital infrastructure, cloud, security, and managed services to enterprise clients. Directly comparable to UPSTACK's customer base and solution categories, though Presidio is a much larger incumbent with hybrid resale and services model.
- Gartner: Gartner is the dominant IT research and advisory firm serving CIOs and technology buyers worldwide. Overlaps significantly with UPSTACK's advisory function but at much greater scale and broader scope, including IT strategy, market research, and enterprise benchmarking.
- Forrester Research: Forrester is a major IT advisory and research firm providing technology buyers with research, advisory, and decision-support tools. Comparable advisory role to UPSTACK but focused on subscription research and analyst consulting rather than vendor-paid sourcing.
- CDW Corporation: CDW is a leading multi-billion-dollar provider of integrated IT solutions including hardware, software, and services to enterprise and mid-market customers. Overlaps with UPSTACK's solution sourcing and resale function across the same technology categories.
- Insight Enterprises: Insight Enterprises is a global IT solutions and services provider offering hardware, software, cloud, and services across enterprise. Comparable to UPSTACK in serving enterprise IT buyers with multi-vendor sourcing, though Insight operates as a direct reseller with significant scale.
- Connection (Connection Enterprise Solutions): Connection is a national IT solutions provider offering hardware, software, and services to enterprise and public sector customers. Comparable multi-vendor sourcing and advisory overlap with UPSTACK, particularly in mid-market and enterprise IT procurement.
- Logicalis: Logicalis is a global IT solutions and managed services provider focused on enterprise IT infrastructure, cloud, and digital transformation. Comparable advisory and solution sourcing overlap with UPSTACK across networking, cloud, and data center categories.
Direct peers
- Information Services Group (ISG): ISG is a publicly traded IT and business services advisory firm providing sourcing advisory, vendor management, and research across enterprise IT. Directly comparable to UPSTACK as both monetize enterprise IT advisory through vendor-aligned engagements.
- Pax8: Pax8 is a cloud marketplace and broker that connects managed service providers and SMBs with cloud vendors, monetizing through vendor partnerships. Closely comparable business model to UPSTACK's broker-style approach, though focused on cloud services and the SMB channel.
Emerging players
- Coretelligent: Coretelligent is a managed IT services provider offering cloud, cybersecurity, and managed services to mid-market and enterprise clients. Partial overlap with UPSTACK's managed services and advisory offering, particularly in the mid-market segment.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
UPSTACK social profiles
Digital presenceUPSTACK financial estimates
Financial estimateRevenue estimate
Valuation estimate
UPSTACK leadership team
Management profileNumber of profiles
Profiles10 records
UPSTACK subsidiaries and ownership
Company hierarchySubsidiaries22 records
UPSTACK funding detail
Funding detailFunding overview
Funding rounds4 records
Investors5 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
UPSTACK M&A and investment
M&A and investmentM&A32 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about UPSTACK
What does UPSTACK do?
UPSTACK is a technology advisory platform that pairs expert human advisors with AI-powered proprietary tools and a database of 80 million+ pricing data points to help enterprises and mid-market businesses evaluate, source, deploy, and manage business-critical IT solutions across cloud, connectivity, security, data center colocation, AI/ML, and customer experience. Services are offered at no cost to clients, with vendor-paid transactional fees and performance-based compensation providing the revenue model.
Is UPSTACK a public or private company?
UPSTACK is a private company. It is classified as venture growth investor backed and is currently operating.
When was UPSTACK founded?
UPSTACK was founded in 2018. It employs 101 to 250 people.
Where is UPSTACK based?
UPSTACK is headquartered in New York, United States, in the North America region.
How does UPSTACK make money?
Two revenue lines are on record. Vendor-Paid Transactional Fees are the primary driver. The others are performance-Based Compensation.
Who are UPSTACK's main competitors?
Broad incumbents on record are Presidio, Gartner, Forrester Research, CDW Corporation, Insight Enterprises, Connection (Connection Enterprise Solutions) and Logicalis. Direct peers are Information Services Group (ISG) and Pax8. Coretelligent is listed as an emerging player.
Does UPSTACK have an API?
No public API is recorded for UPSTACK.