What Upfort does

Upfort is a unified cybersecurity and cyber insurance platform that combines AI-powered security tooling with cyber insurance distribution. The company's core product, Upfort Shield, is a multi-layer cyber defense suite comprising modular components — Inbox Defender (email protection with NLP and LLM-based defenses), Browser Firewall (web protection), Sentry (attack surface monitoring), Guardian (XDR with behavioral analytics), Cyber University (security training), and Phishing Sims. These tools are informed by proprietary data derived from global cyber insurance claims held by carrier partners, producing measurable detection advantages (34% better than Microsoft 365, 160% better than Google Web Risk) and outcomes including 81% lower claim frequency for fully implemented policyholders.

The company operates a B2B2B2C distribution model, embedding Upfort Shield within cyber insurance policies issued by carrier and MGA partners including Markel, Chubb, Arch Capital Group, Amwins, Baldwin Group, and MMA. This allows Upfort to reach SMB policyholders at scale without direct sales overhead. Revenue is generated through four streams: (1) bundled cybersecurity platform subscriptions via carrier partnerships, (2) insurance commissions earned through its licensed agency Paladin Data Insurance Corp. (operating in all 50 states and DC), (3) carrier/MGA subscriptions to the Underwriting Workbench platform for AI-driven underwriting and risk monitoring, and (4) direct-to-consumer subscriptions to Upfort Home ($12-$15/month) for individual identity and online threat protection. The company is headquartered in San Francisco, employs 11-50 people, has raised approximately $15M cumulatively ($8M Series A in October 2023 led by SYN Ventures), and serves tens of thousands of businesses plus 100,000+ consumers. Certifications include SOC 2 Type II and GDPR compliance.

Name

Upfort

Legal name

Paladin Data Insurance Corp.

Website

https://upfort.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

11–50 employees

Short description

Upfort is a cybersecurity and cyber insurance platform that unifies AI-powered security tools (email, web, XDR, training) with cyber insurance distribution through carrier and MGA partners, targeting SMBs and individual consumers.

Ownership category

akta.pro rank

Product category

Cybersecurity and Cyber Insurance Software

NAICS

Security Systems Services (56162), Financial Transactions Processing, Reserve, and Clearinghouse Activities (522320)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

SOAR & Security Automation (HDADAGAB)

akta.pro secondary industry

Data, Analytics & AI for Insurance (Risk, Pricing, Personalization) (FSAGAGAE)

Keywords

• Cyber insurance platform
• Cybersecurity software
• Cyber risk management
• Email threat protection
• Vulnerability monitoring

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Cybersecurity Platform Subscription: Upfort Shield security platform is offered as a bundled benefit with qualifying cyber insurance policies from carrier partners. Policyholders receive access to the security tools at no additional cost as part of their insurance coverage, creating value for insurers through reduced claims.
2. Cyber Insurance Distribution: Insurance products are sold through Upfort and managed by Paladin Data Insurance Corp (dba Paladin Data Insurance Services in NY and VA, Paladin Data Insurance Solutions in CA). Upfort acts as a licensed agency in all 50 states and DC (NPN 18489946), earning commissions from insurance carriers for policies placed.
3. Underwriting Tools and Data: Carriers and MGAs pay for access to Upfort's Underwriting Workbench platform, which provides AI-powered risk assessment, automated underwriting workflows, and proprietary data insights to accelerate submission-to-quote processes.
4. Upfort Home Consumer Subscription: Individual consumers subscribe to Upfort Home for identity theft protection and online safety. Pricing starts at $12/month billed annually or $15/month billed monthly, covering up to 10 devices per adult with included identity theft insurance.

Pricing tiers

Go-to-market motion4 records

Distribution channels5 records

Marketing channels7 records

Core offering

Upfort provides an AI-powered cybersecurity platform (Upfort Shield) that unifies multi-layer cyber defense — email, web, endpoint, attack-surface monitoring, and security training — with cyber insurance distribution. The platform is delivered to SMBs through insurance carrier, MGA, and broker channel partners as an embedded benefit of qualifying cyber policies. Upfort also offers Underwriting Workbench tooling for carriers and a separate consumer identity-protection product (Upfort Home).

Product overview

Upfort is a unified cybersecurity and cyber insurance platform that combines AI-powered security solutions with insurance products. The core offering is Upfort Shield, a multi-layer cyber defense platform comprising modular components including Inbox Defender (email protection), Browser Firewall (web protection), Sentry (attack surface monitoring), Guardian (XDR), Cyber University (security training), and Phishing Sims (simulations). The platform is designed for SMBs and insurance carriers/agencies, with separate consumer product Upfort Home for individual identity protection. Upfort unifies award-winning security and robust cyber insurance to deliver comprehensive cyber risk solutions, with an 81% reduction in claims for fully implemented policyholders.

Differentiator

Problem solved

Functional benefit

Brands

• Upfort Shield: AI-powered multi-layer cyber defense platform providing email protection, web protection, risk monitoring, security training, and extended detection and response.
• Upfort Home
• Inbox Defender
• Browser Firewall
• Sentry
• Guardian
• Cyber University
• Phishing Sims

Products and services

• Upfort Shield AI-powered multi-layer cyber defense platform combining email protection, web/browser protection, attack-surface monitoring, endpoint detection and response (XDR), and security awareness training into a single suite. Distributed primarily to SMB policyholders via cyber insurance carrier and agency partners as a bundled insurance benefit.
• Upfort Home Consumer subscription product providing AI-powered scam detection, identity monitoring across 70+ data types (SSN, passwords, credit cards), a browser safety add-on, mobile alerts, and up to $1M in identity theft insurance coverage. Sold directly to individuals via the Upfort website.
• Underwriting Workbench Underwriting automation platform for insurance carriers and MGAs that provides a Digital Submission Hub, AI-powered data extraction from applicant submissions, automated underwriting workflows, and continuous risk monitoring of policyholders. Supports both augmented and fully automated underwriting.
• Broker Cyber Risk Portal Web portal that lets insurance brokers and agencies access cyber risk reporting and management tools, quote cyber coverage, and provide security tools to their cyber insurance clients.
• Cyber Risk Assessment Free AI-powered automated cyber risk scan that evaluates remote access, outbound email protection, website security, exposed data, host vulnerabilities, and configuration risks; used as a lead-generation and self-diagnostic tool for prospective SMB customers.

Quantifiable outcome

• 81% lower overall claim frequency for fully implemented Shield customers vs. control group
• +9 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability10 records

Feature9 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• MarkelcoreStrategic or Co-development Partner · 19 February 2026Markel, the insurance division of Markel Group Inc., partnered with Upfort to provide eligible U.S. cyber policyholders with access to Upfort Shield, an AI-powered multi-layer cyber defense platform. The collaboration includes endpoint detection and response (EDR) solutions with behavioral analytics. The partnership aligns with Markel's strategy to expand cyber insurance offerings for middle-market businesses and strengthens Markel's 360-degree approach to cyber protection.
• AmwinscoreStrategic or Co-development PartnerUpfort partnered with Amwins to launch Cyber+, a proprietary cyber insurance solution designed to provide enhanced coverage, clarity, and proactive defenses for businesses. This is a significant distribution partnership with a major specialty insurance broker.
• ChubbcoreChannel Partner/ Reseller/ DistributorChubb, a major global insurance carrier, partners with Upfort to provide cybersecurity tools to their cyber insurance policyholders. Chubb distributes Upfort Shield as part of their cyber insurance offerings.
• Arch Capital GroupcoreChannel Partner/ Reseller/ DistributorArch Capital Group, a leading insurance carrier, partners with Upfort to distribute cybersecurity solutions to their cyber insurance policyholders through Upfort's platform.
• K2 CybercoreChannel Partner/ Reseller/ DistributorK2 Cyber has partnered with Upfort to provide clients with enterprise-grade cybersecurity protection to defend against ransomware threats through an easy-to-use solution. K2 Cyber's executives have publicly endorsed the partnership.
• MMAminorChannel Partner/ Reseller/ DistributorMMA (Marsh McLennan Agency) partners with Upfort to provide cybersecurity tools to their clients through insurance programs.
• NexusminorChannel Partner/ Reseller/ DistributorNexus (Navy EVOLVE) partners with Upfort to offer cyber insurance with integrated security tools to their customer base.
• Baldwin GroupminorChannel Partner/ Reseller/ DistributorBaldwin Group, an insurance brokerage, has partnered with Upfort to provide enhanced cyber risk management tools to policyholders.

Scale indicators10 records

Recent moves6 records

Expansion highlights6 records

Emerging players

• Huntress: Huntress provides managed cybersecurity for SMBs and the MSP channel, including EDR, identity threat detection, and security awareness. Comparable SMB-first security stack approach with channel-led distribution.

Broad incumbents

• Proofpoint: Proofpoint is an enterprise email security and threat protection leader. Directly comparable to Upfort Inbox Defender in email-borne threat detection for SMB through enterprise customers.
• CrowdStrike: CrowdStrike is a leading endpoint security and XDR platform with broader portfolio including identity protection, SIEM, and security services. Competes with Upfort Guardian and serves many of the same enterprise/Mid-market accounts.
• KnowBe4: KnowBe4 is the dominant security awareness training and phishing simulation platform for SMB and mid-market. Directly comparable to Upfort Cyber University and Phishing Sims modules.

Direct peers

• Cowbell Cyber: Cowbell provides AI-powered cyber insurance for SMBs with continuous risk assessment and tailored coverage. Closely comparable in target segment and in offering risk-engineering alongside cyber coverage.
• At-Bay: At-Bay is a cyber insurance MGA that combines active security monitoring and risk engineering with cyber coverage for SMBs. Direct overlap in bundling security tools inside cyber insurance policies.
• Coalition: Coalition is the most direct competitor — a cyber insurance and proactive cybersecurity platform serving SMBs and mid-market with integrated attack surface monitoring, incident response, and risk assessment. Operates the same insurance-meets-security model.
• Zeguro: Zeguro combines cybersecurity tools and cyber insurance for SMBs, including automated risk assessments and employee training. Closely comparable bundled cyber+insurance offering for the same SMB segment.
• Resilience: Resilience is a cyber insurance and security solutions provider offering integrated underwriting, risk quantification, and security services to mid-market and enterprise policyholders. Comparable insurance-cyber convergence model.
• Corvus Insurance: Corvus Insurance is a specialty cyber insurer leveraging data-driven underwriting and proactive security services for brokers and policyholders. Overlaps in using proprietary security telemetry to underwrite and reduce claims.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/upfort

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds6 records

Investors19 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Upfort