Upsolve AI
Upsolve AI is a San Francisco-based AI-native analytics platform that lets data teams deploy natural-language SQL analytics agents over 30+ warehouses and 50+ SaaS sources, with embedded dashboards, MCP deployment, and SOC 2 / HIPAA-compliant enterprise tiers. Founded 2023; Y Combinator W24.
- Company typePrivate
- Founded2023
- HeadquartersSan Francisco, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Upsolve AI does
Upsolve AI, founded in 2023 and headquartered in San Francisco, is an AI-native analytics platform that enables data teams to deploy natural-language analytics agents inside their organization. The company's core product, Agent Studio, lets data engineers and analytics leads encode institutional context (table annotations, SQL patterns, semantic models, KPI definitions, golden assets, and behavioral guardrails) into agents that convert plain-English questions into verified SQL queries, execute them against connected data sources, and return KPI-verified answers with auto-generated charts. The Analytics Layer delivers these outputs through embedded dashboards, conversational chat, and deployment surfaces including Slack, Microsoft Teams, Claude, ChatGPT, Cursor, and the Model Context Protocol (MCP). The Data Plane unifies access to 30+ SQL warehouses (Snowflake, BigQuery, Redshift, Databricks, Postgres, MySQL, ClickHouse) and 50+ SaaS connectors, with dbt project import and row-level security for multi-tenant deployments.
The company monetizes through a credit-based subscription model with four tiers: a free tier (2,000 one-time credits), Starter at $500/month (2,000 monthly credits), Team at $2,000/month (10,000 credits, embedding, RBAC, AI Cockpit), and a custom-priced Enterprise tier (on-prem/VPC, SAML SSO, HIPAA, SOC 2 Type 2, BYOM, Forward Deployed Engineering). Annual contracts receive a 20% discount. GTM is hybrid: a self-serve free tier supports product-led evaluation, while Calendly-booked demos feed an enterprise sales motion targeting internal data teams and AI/Innovation teams at mid-market and large companies. Certifications include SOC 2 Type 2 across all plans and HIPAA on Enterprise. The company is backed by Y Combinator (W24 batch) with a $500,000 seed round led by YC with Soma Capital participation in January 2024, and is co-founded by Ka Ling Wu (CEO) and Serguei Balanovich (CTO).
Upsolve AI firmographics
Firmographics- Name
- Upsolve AI
- Legal name
- Upsolve AI, Inc.
- Website
- https://upsolve.ai
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Upsolve AI is a San Francisco-based AI-native analytics platform that lets data teams deploy natural-language SQL analytics agents over 30+ warehouses and 50+ SaaS sources, with embedded dashboards, MCP deployment, and SOC 2 / HIPAA-compliant enterprise tiers. Founded 2023; Y Combinator W24.
- Ownership category
- akta.pro rank
Upsolve AI industry classification
Industry- Product category
- AI Analytics Platform
- NAICS
- Software Publishers (5132)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Prepackaged Software (7372)
- akta.pro primary industry
- AI Application Enablement Platforms (Copilot/Agent Frameworks, SDKs) (HDAEANAJ)
- akta.pro secondary industries
- Enterprise AI Data & Knowledge Platforms (Vector Databases, Knowledge Graphs) (HDAEANAH), AI Integration & Orchestration Platforms (Connectors, Workflow, iPaaS for AI) (HDAEANAI)
Keywords
Where Upsolve AI is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Markets served
Upsolve AI business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- Subscription - Credits-based: Subscription tiers with monthly credit allocations. Free tier provides 2,000 one-time credits. Paid tiers include Starter ($500/mo with 2,000 credits), Team ($2,000/mo with 10,000 credits). Credits are consumed per AI agent interaction - simple queries use 1 credit, basic lookups 3-5 credits, standard analytical questions 5-10 credits, deep exploration capped at 20 credits.
- Overage Charges: Usage beyond included monthly credits charged at $0.05 per credit for Starter and Team plans. Annual billing reduces overage to $0.04/credit for Team plan.
- Enterprise Platform Fees: Custom base platform fee for Enterprise tier plus credit consumption or BYOM (Bring Your Own Model) surcharge. Enterprise includes on-prem/self-host/VPC deployment, SAML SSO, HIPAA, SOC 2, Forward Deployed Engineering support.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Pay-as-you-go | Free tier with 2,000 one-time credits for evaluation |
| Subscription | Monthly | Starter plan for teams getting started with AI-powered analytics |
| Subscription | Monthly | Team plan for going live with embedding, RBAC, and semantic layer |
| Subscription | Multi-year contract | Enterprise plan with custom deployment and dedicated support |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Upsolve AI product offering
Product offeringCore offering
Upsolve AI provides a customer-facing AI analytics platform that lets data teams build analytics agents which convert natural-language business questions into accurate SQL queries against connected warehouses. The platform encodes institutional knowledge (table schema, SQL patterns, semantic models, KPI definitions, and trust guardrails) so that non-technical users across sales, finance, ops, marketing, and product can get trusted answers via Slack, Teams, Claude, ChatGPT, Cursor, or an embedded dashboard, instead of waiting on the data team queue.
Product overview
Upsolve AI is a purpose-built AI analytics platform organized around a two-sided model: Agent Studio for data teams and an Analytics Layer for end users. Agent Studio (the core workspace) enables data teams to encode institutional knowledge into reliable analytics agents using the Context Management Suite, which includes Data Model & Schema, System Prompts, and Golden Assets. The Analytics Layer delivers outputs via conversational analytics, interactive dashboards, and chart visualizations deployable as standalone apps or embedded in products. The Data Plane provides a unified SQL layer connecting 50+ data sources (Snowflake, BigQuery, Databricks, Redshift, Postgres, MySQL, Clickhouse, and many SaaS platforms). Key modules include MCP Server for protocol-based deployment, AI Cockpit for semantic layer generation, Observability & Evaluation Suite for agent performance monitoring, and Row-Level Security/RBAC for enterprise data isolation. The platform follows a tiered architecture progressing from context encoding (structure, vocabulary, trust layers) through testing and deployment to continuous evaluation and tuning via a built-in feedback loop.
Differentiator
Problem solved
Functional benefit
Products and services
- Agent Studio Primary workspace for data teams to build and maintain analytics agents. Enables encoding institutional knowledge (data models, schema annotations, business rules, KPI definitions, Golden Assets), deploying agents to end users, and monitoring performance through observability traces and chat history.
- Analytics Layer Embedded BI and dashboard interface that delivers agent outputs to end users via conversational analytics (chat with data), interactive dashboards, and chart visualizations. Deployable as a standalone app or embedded in products via iFrame with multi-tenant support.
- Context Management Suite Infrastructure for encoding institutional knowledge into analytics agents, including Data Model and Schema (table/column annotations), System Prompts (business rules, KPI definitions, behavioral guardrails), and Golden Assets (validated SQL patterns and example queries). Implements the 3-layered context architecture covering structure, semantic models, and meaning.
- MCP App / MCP Server Model Context Protocol integration enabling analytics agents to be exposed via MCP. Includes Claude MCP Server for querying data inside Claude, and Agent MCP for exposing agents to end users so they can query their data scoped per user.
- Observability & Evaluation Suite Built-in agent observability providing step-by-step traces of how agents answer questions (SQL generation, SQL execution, chart generation). Includes chat history review, evaluation tools for testing agent performance, and gap detection for context improvement.
- Data Plane Unified SQL layer connecting disparate data sources into a single query interface. Supports 50+ data connectors including Snowflake, BigQuery, Databricks, Redshift, PostgreSQL, MySQL, ClickHouse, and various SaaS platforms. Handles schema-based tenancy and metadata computation.
- Upsolve AI REST API
Quantifiable outcome
- 47% of data team queue consists of repeat questions that could be answered by AI
- +3 more outcomes
Companies that use Upsolve AI
Customer profileSegments2 records
Ideal customer profiles2 records
Upsolve AI technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration57 records
AI capability6 records
Feature9 records
Upsolve AI partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights5 records
Upsolve AI competitors and assessment
Company assessmentDirect peers
- ThoughtSpot: AI-driven analytics platform offering natural-language search and AI-augmented insight generation for business users. Directly competes with Upsolve AI on natural-language-to-analytics for enterprise data teams.
- Zenlytic: Conversational analytics platform with a strong semantic layer for trustworthy AI-generated answers. Closest peer to Upsolve AI given its emphasis on context encoding and accuracy for ad-hoc business questions.
- Cube.dev: Semantic layer and universal semantic graph for AI-powered analytics applications. Overlaps with Upsolve on institutional knowledge encoding and embedding analytics into products via API/MCP.
- Tellius: AI analytics platform focused on natural-language queries, automated insights, and decision intelligence for enterprise data teams. Comparable use cases and buyer personas to Upsolve AI.
- DataChat: Conversational analytics platform enabling users to ask data questions in natural language without SQL. Direct competitor in the no-code natural-language analytics segment.
- Sigma Computing: Cloud BI platform with a spreadsheet-style interface and AI features for self-service analytics. Competes for the same internal data team and business-user analytics budget.
Emerging players
- Hex: Modern data notebook and AI workspace that blends notebook, SQL, and AI-assisted analysis. Partial overlap on AI-assisted SQL exploration and data team workflows.
- Mode Analytics: Collaborative analytics platform with SQL, Python, and visualization, increasingly adding AI features. Adjacent competitor for data team tooling and self-service analytics.
Broad incumbents
- Tableau (Salesforce): Dominant enterprise BI platform with Tableau GPT adding natural-language analytics. Represents the entrenched incumbent Upsolve must displace or complement in enterprise accounts.
- Domo: Cloud BI and analytics platform with embedded AI/ML features and a wide app marketplace. Competes for the same enterprise analytics budget with broader scope.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Upsolve AI social profiles
Digital presenceUpsolve AI compliance and trust
Trust signalCompliance3 records
Upsolve AI financial estimates
Financial estimateRevenue estimate
Valuation estimate
Upsolve AI leadership team
Management profileNumber of profiles
Profiles2 records
Upsolve AI funding detail
Funding detailFunding overview
Funding rounds2 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Upsolve AI M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Upsolve AI
What does Upsolve AI do?
Upsolve AI provides a customer-facing AI analytics platform that lets data teams build analytics agents which convert natural-language business questions into accurate SQL queries against connected warehouses. The platform encodes institutional knowledge (table schema, SQL patterns, semantic models, KPI definitions, and trust guardrails) so that non-technical users across sales, finance, ops, marketing, and product can get trusted answers via Slack, Teams, Claude, ChatGPT, Cursor, or an embedded dashboard, instead of waiting on the data team queue.
Is Upsolve AI a public or private company?
Upsolve AI is a private company. It is classified as venture growth investor backed and is currently operating.
When was Upsolve AI founded?
Upsolve AI was founded in 2023. It employs 1 to 10 people.
Where is Upsolve AI based?
Upsolve AI is headquartered in San Francisco, United States, in the North America region.
How does Upsolve AI make money?
Three revenue lines are on record. Subscription - Credits-based is the primary driver. The others are overage Charges and enterprise Platform Fees.
Who are Upsolve AI's main competitors?
Direct peers on record are ThoughtSpot, Zenlytic, Cube.dev, Tellius, DataChat and Sigma Computing. Emerging players are Hex and Mode Analytics. Broad incumbents are Tableau (Salesforce) and Domo.
Does Upsolve AI have an API?
Yes. Upsolve AI provides a REST API enabling programmatic management of projects, organizations, users, connections, and dashboards. Key API capabilities include: registering project organizations and users, issuing JWT tokens for authentication, creating and managing data connections, computing connection metadata, creating and cloning dashboards, adding/removing charts from dashboards, exporting and importing dashboards via encrypted .ucf files, listing workspaces and workspace dashboards. Authentication via Bearer token (Upsolve API key) or user JWT. The API is documented via OpenAPI specs available at https://docs.upsolve.ai/api-reference/upsolve.documentation.yaml and https://docs.upsolve.ai/api-reference/openapi.json. SDK support includes JavaScript/TypeScript examples with React/Next.js integration samples. Model Context Protocol (MCP) server is available for exposing agents to Claude and for end-user MCP access. Developer documentation is at docs.upsolve.ai/api-reference/endpoint/register-project-organization.
What industry is Upsolve AI in?
Upsolve AI's product category is AI Analytics Platform. Its primary akta.pro industry code is HDAEANAJ, AI Application Enablement Platforms (Copilot/Agent Frameworks, SDKs), with a secondary code of HDAEANAH, Enterprise AI Data & Knowledge Platforms (Vector Databases, Knowledge Graphs). Its NAICS code is 5132 and its SIC code is 7370.