SizeUp

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).

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

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

• Small business intelligence
• Competitive benchmarking software
• Market research analytics
• Hyperlocal business data
• Data as a service

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. 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.
2. 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.
3. 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

Go-to-market motion3 records

Distribution channels6 records

Marketing channels8 records

Core 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

Named customers30 records

Segments11 records

Ideal customer profiles6 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability4 records

Feature6 records

Partnerships

One partnership is on record.

• Florida Power and Light (FPL)flagshipOEM/ Whitelabel/ Licensing PartnerFPL 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

Direct 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

• Xx.com/sizeupbusiness
• YouTubevimeo.com/sizeup
• LinkedInlinkedin.com/company/sizeup

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds1 record

Investors1 record

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 SizeUp