SizeUp
SizeUp is a fintech company that provides hyperlocal business intelligence and competitive benchmarking software to small businesses, delivered primarily through enterprise licensing to banks, utilities, EDOs, libraries, and chambers who embed it for their SMB customers.
- Company typePrivate
- Founded2011
- HeadquartersSan Francisco, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What SizeUp does
SizeUp, Inc. is a privately held fintech company founded in 2011 in the San Francisco Bay Area and now headquartered in Austin, Texas, with additional offices in Nashville and London. The company provides hyperlocal business intelligence and competitive benchmarking software for small and medium-sized businesses, aggregating data from hundreds of sources — including IRS records, county courthouse filings, US Postal Service records, Yellow Pages, business publications, and corporate annual reports — verified through more than 25 million phone calls per year. Its methodology is protected by US Patent No. 11,061,938.
SizeUp's core products are Local Business Intelligence (LBI) for competitive benchmarking, customer/supplier/competitor mapping, advertising optimization, and demographic analysis; Small Business Advisor for business planning and management; Shop Local for community-driven local business promotion; and SizeUp FI, a version tailored for financial institutions. The platform is delivered as Software as a Service or Data as a Service via API, and covers thousands of industries with over 2,000 demographic, spending, and labor force data characteristics at the hyperlocal level. The technology overlays SizeUp data on Google Maps via GIS visualization.
SizeUp operates a B2B2C go-to-market model: enterprise clients (banks, utilities, insurance companies, economic development organizations, libraries, chambers of commerce, SBDCs, and software companies) license or embed SizeUp on their websites to serve their small business customers, typically at no cost to the end SMB. The company is currently implemented in 25+ countries across North America, Europe, and Latin America. Named customers include Florida Power and Light, Kansas City Power and Light, Arizona Public Service, Cleco, Westfield Insurance, and a large roster of city and chamber economic development organizations. Leadership includes founder-CEO Anatalio Ubalde, co-founder Pablo Monzon, and VP of Economic Development Cecilia Harry (appointed November 2023).
SizeUp firmographics
Firmographics- Name
- SizeUp
- Legal name
- SizeUp, Inc.
- Website
- https://sizeup.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- SizeUp is a fintech company that provides hyperlocal business intelligence and competitive benchmarking software to small businesses, delivered primarily through enterprise licensing to banks, utilities, EDOs, libraries, and chambers who embed it for their SMB customers.
- Ownership category
- akta.pro rank
SizeUp industry classification
Industry- Product category
- Small Business Intelligence Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Processing & Data Preparation (7374)
- akta.pro primary industry
- Data App Builders (Forms, Portals & Internal Tools) (HDAEAKAK)
- akta.pro secondary industry
- Pricing, Revenue & Commercial Analytics (BPAHALAM)
Keywords
Where SizeUp is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
SizeUp business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Operations, Personnel, Marketing or Sales, Infrastructure
Revenue model
- Enterprise Technology Licensing: SizeUp licenses its software technology to large enterprises including banks, utilities, insurance companies, economic development organizations, libraries, chambers of commerce, and software companies. These enterprises embed SizeUp into their websites to serve their small business customers.
- Data as a Service (DaaS): SizeUp provides business intelligence data through API to enterprise clients who integrate it with their own products and services. API access allows companies to mash-up SizeUp data with their proprietary data for customized intelligence.
- Software as a Service (SaaS): SizeUp delivers its products as SaaS solutions to enterprises looking to embed small business intelligence into their customer-facing platforms.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Free | Free access for small businesses through partner websites |
| Subscription | Annual | Enterprise licensing for organizations serving small businesses |
Go-to-market motion3 records
Distribution channels6 records
Marketing channels8 records
SizeUp product offering
Product offeringCore offering
SizeUp delivers a big data business intelligence platform to enterprise clients (banks, utilities, insurance companies, economic development organizations, libraries, and chambers of commerce) as Software as a Service (SaaS) or Data as a Service (DaaS) via API. Its products provide small businesses with hyperlocal competitive benchmarking, customer/supplier/competitor mapping, advertising optimization, and demographic analysis. Enterprise clients embed SizeUp into their own websites to serve their small business customers at scale, while small businesses can also access the tools free of charge through these partner channels.
Product overview
SizeUp is a Fintech business intelligence platform that delivers products as Software as a Service (SaaS) or as Data as a Service (DaaS) through their API. The platform consists of three core products: Local Business Intelligence (LBI) for market research and competitive benchmarking, Small Business Advisor for business planning and management guidance, and Shop Local for promoting local commerce. The company primarily serves enterprise clients (economic development organizations, banks, utilities, insurance companies, libraries, chambers of commerce, and software companies) who embed or license these tools to serve their small business customers. SizeUp's technology uses big data algorithms and hyperlocal analytics to provide businesses with industry-specific benchmarking, customer/supplier/competitor mapping, advertising optimization, and demographic analysis.
Differentiator
Problem solved
Functional benefit
Brands
- Local Business Intelligence (LBI): Market research and small business intelligence analysis service for entrepreneurs to measure business performance, discover customers, suppliers, competitors, optimize advertising, and analyze demographics.
- Small Business Advisor
- Shop Local
- SizeUp FI
Products and services
- Local Business Intelligence (LBI)
Quantifiable outcome
- 64% of net new private sector jobs are created by small businesses (US data)
- +3 more outcomes
Companies that use SizeUp
Customer profileNamed customers30 records
Segments11 records
Ideal customer profiles6 records
SizeUp technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
AI capability4 records
Feature6 records
SizeUp partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Florida Power and Light (FPL)flagshipFPL implemented SizeUp LBI as a flagship case study. FPL's economic development team delivers SizeUp's small business intelligence through their website, enabling Florida's small businesses to access competitive benchmarking, customer mapping, demographic analysis, and advertising optimization at no cost.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
SizeUp competitors and assessment
Company assessmentDirect peers
- Yodlee (Envestnet): Yodlee provides financial data aggregation and APIs to banks and fintechs, much like SizeUp's DaaS API to financial institutions. Both monetize SMB-relevant financial intelligence through enterprise embed and licensing relationships.
- SafeGraph: SafeGraph provides points-of-interest and geospatial business data via API to enterprise customers. Its DaaS delivery, hyperlocal focus, and software/analytics buyer base align tightly with SizeUp's core offering.
- Dun & Bradstreet (D&B Hoovers): D&B Hoovers delivers business intelligence and competitive benchmarking data through enterprise platforms, directly overlapping SizeUp's industry benchmarking and customer/supplier discovery functionality for SMB and enterprise buyers.
Others
- Sisense: Sisense provides embedded analytics infrastructure that lets software vendors ship business intelligence inside their products. It is a complementary platform that SizeUp's API could be deployed on or compete against for SMB analytics workloads.
Broad incumbents
- ZoomInfo: ZoomInfo offers B2B intelligence and go-to-market data via APIs and embedded products. Its data-as-a-service model and enterprise licensing approach closely mirror SizeUp's DaaS/API distribution strategy.
- Plaid: Plaid is a larger data infrastructure provider for banks and fintechs, offering connectivity and account-level intelligence. It shares SizeUp's playbook of selling into the same enterprise banking channel, but at vastly greater scale and breadth.
- Esri (ArcGIS Business Analyst): Esri's ArcGIS Business Analyst delivers demographic, business, and competitive intelligence layered on geographic maps - mirroring SizeUp's GIS-based customer/supplier/competitor mapping. Both target economic development and enterprise analytical use cases.
Emerging players
- Enigma: Enigma aggregates disparate public business data sources into structured datasets sold via API to fintechs and enterprises. It is comparable to SizeUp in combining public-record aggregation with DaaS delivery.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
SizeUp social profiles
Digital presenceSizeUp financial estimates
Financial estimateRevenue estimate
Valuation estimate
SizeUp leadership team
Management profileNumber of profiles
Profiles3 records
SizeUp funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SizeUp 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 SizeUp
What does SizeUp do?
SizeUp delivers a big data business intelligence platform to enterprise clients (banks, utilities, insurance companies, economic development organizations, libraries, and chambers of commerce) as Software as a Service (SaaS) or Data as a Service (DaaS) via API. Its products provide small businesses with hyperlocal competitive benchmarking, customer/supplier/competitor mapping, advertising optimization, and demographic analysis. Enterprise clients embed SizeUp into their own websites to serve their small business customers at scale, while small businesses can also access the tools free of charge through these partner channels.
Is SizeUp a public or private company?
SizeUp is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was SizeUp founded?
SizeUp was founded in 2011. It employs 1 to 10 people.
Where is SizeUp based?
SizeUp is headquartered in San Francisco, United States, in the North America region.
How does SizeUp make money?
Three revenue lines are on record. Enterprise Technology Licensing is the primary driver. The others are data as a Service (DaaS) and software as a Service (SaaS).
Who are SizeUp's main competitors?
Direct peers on record are Yodlee (Envestnet), SafeGraph and Dun & Bradstreet (D&B Hoovers). Sisense is listed as an others. Broad incumbents are ZoomInfo, Plaid and Esri (ArcGIS Business Analyst). Enigma is listed as an emerging player.
Does SizeUp have an API?
Yes. SizeUp delivers products as Software as a Service (SaaS) or as Data as a Service (DaaS) through their API. The API can be used to supercharge directories, accounting, CRM, search, media, banking, finance, real estate, retail and other online services. SizeUp adds data insights that are specific to unique industries and are hyperlocal. The DaaS offering enables companies to integrate SizeUp's business intelligence into their existing software products.
What industry is SizeUp in?
SizeUp's product category is Small Business Intelligence Software. Its primary akta.pro industry code is HDAEAKAK, Data App Builders (Forms, Portals & Internal Tools), with a secondary code of BPAHALAM, Pricing, Revenue & Commercial Analytics. Its NAICS code is 513210 and its SIC code is 7372.