Upper Quadrant
Upper Quadrant is a marketing technology and SaaS provider operating the UQ Cadence run-specialty data cloud for 200+ retailers and the UQube enterprise data hub serving pharma, franchise, and marketing operations clients.
- Company typePrivate
- Founded2001
- HeadquartersReston, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Upper Quadrant does
Upper Quadrant, founded in 2001 and headquartered in Reston, Virginia with an office in Auburn, Alabama, operates as a marketing agency and cloud software provider organized around two product lines. UQ Cadence is a run specialty data cloud that aggregates point-of-sale, e-commerce, customer, and campaign data from specialty running retailers and exposes benchmarking, audience targeting, and co-op marketing tools; more than 200 run specialty stores, including Pacers Running, Charm City Run, Fleet Feet, Big River Running, 1st Place Sports, and Playmakers, sit on the platform. UQube is an enterprise data hub extended into vertical variants for pharma (patient and HCP journey orchestration), franchise (multi-unit operator intelligence), and marketing operations (campaign and audience management), with named enterprise users including Pfizer, Regeneron, Novartis, AT&T, Banner Health, Homeserve, Panera Bread, and Good Feet Worldwide. The technology stack relies on pre-built integrations with Shopify, BigCommerce, RetailOps, Windward, Mailchimp, Klaviyo, Meta Ads, and Google Ads, plus an in-house influencer network. The business combines SaaS subscriptions with managed marketing services: Cadence tiers range from a free Starter package up to roughly $3,587/month Stack packages plus à-la-carte marketplace modules, while Co-op Marketing is delivered as a managed service. Upper Quadrant is a privately held subsidiary of Fullsteam Operations LLC; Scott Rakestraw serves as Chief Innovation Officer.
Upper Quadrant firmographics
Firmographics- Name
- Upper Quadrant
- Legal name
- Upper Quadrant, Inc.
- Website
- https://upperquadrant.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Upper Quadrant is a marketing technology and SaaS provider operating the UQ Cadence run-specialty data cloud for 200+ retailers and the UQube enterprise data hub serving pharma, franchise, and marketing operations clients.
- Ownership category
- akta.pro rank
Upper Quadrant industry classification
Industry- Product category
- Marketing Technology Platform
- NAICS
- Advertising Agencies (541810), Custom Computer Programming Services (541511), Marketing Research and Public Opinion Polling (541910)
- SIC
- Services-Advertising Agencies (7311), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Pricing, Revenue & Commercial Analytics (BPAHALAM)
- akta.pro secondary industry
- Category Management & Assortment Strategy Services (CRAOAOAA)
Keywords
Where Upper Quadrant is headquartered
LocationHeadquarters
- HQ city
- Reston
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Upper Quadrant business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Marketing Services Subscription: Recurring monthly subscriptions for digital marketing, email marketing, and brand identity services. Tiered pricing from $399/month to $3,587/month with setup fees ranging from $800 to $2,080.
- UQ Cadence Platform Subscriptions: Subscription tiers for UQ Cadence platform: Free tier (basic features), Team tier at $399/month, Premier tier at $1,200/month. Includes data sharing, benchmarks, team leaderboards, brand check-in, and industry pulse reports.
- UQube Enterprise Subscriptions: Enterprise software subscriptions for UQube Pharma, Marketing Ops, and Franchise products. SaaS platform access with data management, reporting, and workflow features.
- Co-op Marketing Management: Managed co-op marketing services enabling brands to activate campaigns across multiple retailers at scale. Includes digital campaigns, email marketing, and aggregated results reporting.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Essentials: Brand audit, monthly 1-on-1 meetings, 6 organic social post templates/quarter, style guide |
| Subscription | Monthly | Amplifier: Brand guidelines, 12 organic social post templates + 6 story templates/quarter, 2 print designs |
| Subscription | Monthly | Elite: Quarterly brand audit, bi-weekly meetings, OTT, 12 organic social + 2 print designs/quarter |
| Subscription | Monthly | Consultative: Meta business manager training, digital strategy, monthly meeting, KPIs |
| Subscription | Monthly | Ready-Made: 3 ready-made campaigns per sprint, campaign reporting, UQ Co-op Network Membership |
| Subscription | Monthly | Premium: 3 custom campaigns per sprint, OTT, evergreen Google Store search, up to 2 design iterations |
| Subscription | Monthly | Elite: 5 custom campaigns per sprint, up to 3 design iterations |
| Subscription | Monthly | Consultative: Segment optimization, email cadence, strategy, brand audit, monthly support |
| Subscription | Monthly | Complete Automation: 6 automated email builds, CDP setup, ongoing optimization |
| Subscription | Monthly | Premium: Full-service email management, 2 ready-made emails/mo, 3 starter automation emails |
| Subscription | Monthly | Elite: Full-service email management, 1 ready-made + 1 custom email/mo, 6 starter automation emails, bi-weekly planning, A/B testing |
| Freemium | Monthly | Free: In Store + Online, RIA Benchmarks, Overview Dashboard, Hands-On Training |
| Subscription | Monthly | Team: Team & Store Leaderboard, More Users, Premium Support, Exclusive Webinars |
| Subscription | Monthly | Premier: Brand Check-In, Footwear/Socks/Insole Industry Pulse |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels10 records
Upper Quadrant product offering
Product offeringCore offering
Upper Quadrant is a marketing agency and technology services provider that delivers data-driven marketing services and proprietary SaaS platforms to specialty retailers, brands, and enterprise organizations. Core product lines are UQ Cadence (Run Specialty Industry Data Cloud and Insights Platform aggregating POS, e-commerce, and customer behavior data across 200+ run specialty retailers) and UQube (Enterprise data hub with verticalized variants for Pharma, Marketing Operations, and Franchise organizations). The company also operates full-service marketing agency offerings including Digital Marketing, Email Marketing, Brand Identity, and Brand Co-op Marketing for specialty retailers.
Product overview
Upper Quadrant is a marketing agency and technology services provider with two primary product lines: UQ Cadence (Run Specialty Industry Data Cloud) and UQube (Enterprise Data Hub). UQ Cadence serves the run specialty retail industry with a data sharing platform for retailers and brands, offering benchmarking, market research, and brand collaboration tools. UQube is an enterprise-grade permission-based spreadsheet and reporting platform offered in verticals for Pharma, Marketing Operations, and Franchises. The company also provides marketing services including Digital Marketing, Email Marketing, Brand Identity, and Brand Co-op Marketing, along with premium resources such as Marketing Workshops, Ad Showcase, Email Showcase, and an Influencer network. The platform integrates with major POS systems (RICS, Lightspeed, Heartland), e-commerce platforms (Shopify, BigCommerce, WooCommerce), email marketing tools (Klaviyo, Mailchimp), and customer data platforms (Segment, Blueshift). Founded in 2001, the company has been operating its cloud platform since 2004 and is headquartered in Reston, VA with operations in Auburn, AL.
Differentiator
Problem solved
Functional benefit
Brands
- UQ Cadence: Run Specialty Industry Data Cloud and Insights Platform for retailers and brands in the running specialty industry.
- UQube
Quantifiable outcome
- 200+ run specialty stores on UQ Cadence platform
- +2 more outcomes
Companies that use Upper Quadrant
Customer profileNamed customers20 records
Segments5 records
Ideal customer profiles5 records
Upper Quadrant technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration26 records
Feature5 records
Upper Quadrant partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core.
- Running Industry Association (RIA)corePartnership with RIA to provide benchmarks delivered weekly to members. RIA Benchmarks report is RIA member exclusive and included free with UQ Cadence. Running Industry Association provides industry data and co-branded weekly benchmarks email.
- KlaviyocoreKlaviyo partner for email marketing automation. UQ Connectors push data to Klaviyo for behavior-triggered email campaigns. Core email platform integration for customer data platform.
- RICScoreRICS POS system connector. Primary POS integration for run specialty retailers. Data flows from RICS to UQ Cadence and email platforms.
- LightspeedcoreLightspeed POS integration. Retailer POS data connection to UQ Cadence platform.
- HeartlandcoreHeartland POS system connector. POS data integration for retailer performance tracking.
- ShopifycoreShopify Ecommerce and Shopify POS integration. E-commerce and point-of-sale data for customer behavior tracking.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
Upper Quadrant competitors and assessment
Company assessmentDirect peers
- Klaviyo: Customer Data Platform + email/SMS marketing platform purpose-built for e-commerce and retail SMBs (similar ICP to Upper Quadrant's specialty retailer base). Direct integration partner and competitor in the email automation and customer-data layer.
- Listrak: Retail-focused marketing-automation and personalization platform serving specialty and mid-market retailers with email, SMS, and customer-data capabilities — comparable go-to-market and customer base.
- Sailthru: Retail and ecommerce personalization/CDP platform offering email, customer-data, and audience-building tools to specialty retailers — comparable SMB-to-mid-market retail SaaS positioning.
- Yotpo: E-commerce marketing platform combining reviews, SMS, email, and customer-data for retail/DTC brands — comparable retailer-focused marketing automation stack.
- Zaius: Customer Data Platform purpose-built for ecommerce and retail brands — comparable B2C CDP positioning and overlap with UQ Cadence's audience-building and attribution capabilities.
- RICS Software: Point-of-sale and business-management software built specifically for run specialty and athletic retailers — serves the same vertical and integrates directly with UQ Cadence.
Broad incumbents
- HubSpot: Broad incumbent all-in-one marketing, CRM, and customer-data platform serving SMBs across verticals. Overlaps with Upper Quadrant across email, customer-data, and marketing automation but lacks run-specialty vertical depth.
- Segment (Twilio): General-purpose Customer Data Platform owned by Twilio — comparable customer-data infrastructure layer; integration partner but competes for the same analytics/audience-building budget.
- Lightspeed Commerce: POS and commerce platform for retail and hospitality SMBs — integration partner but competes as a broader retail-operations platform that could expand into analytics/advertising layers.
Others
- BigCommerce: E-commerce platform serving mid-market and specialty retailers — integration partner via UQ Connectors and adjacent ecosystem participant rather than direct competitor.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Upper Quadrant social profiles
Digital presenceUpper Quadrant financial estimates
Financial estimateRevenue estimate
Valuation estimate
Upper Quadrant leadership team
Management profileNumber of profiles
Profiles1 record
Upper Quadrant funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Upper Quadrant 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 Upper Quadrant
What does Upper Quadrant do?
Upper Quadrant is a marketing agency and technology services provider that delivers data-driven marketing services and proprietary SaaS platforms to specialty retailers, brands, and enterprise organizations. Core product lines are UQ Cadence (Run Specialty Industry Data Cloud and Insights Platform aggregating POS, e-commerce, and customer behavior data across 200+ run specialty retailers) and UQube (Enterprise data hub with verticalized variants for Pharma, Marketing Operations, and Franchise organizations). The company also operates full-service marketing agency offerings including Digital Marketing, Email Marketing, Brand Identity, and Brand Co-op Marketing for specialty retailers.
Is Upper Quadrant a public or private company?
Upper Quadrant is a private company. It is classified as corporate owned and is currently operating.
When was Upper Quadrant founded?
Upper Quadrant was founded in 2001. It employs 11 to 50 people.
Where is Upper Quadrant based?
Upper Quadrant is headquartered in Reston, United States, in the North America region.
How does Upper Quadrant make money?
Four revenue lines are on record. Marketing Services Subscription is the primary driver. The others are UQ Cadence Platform Subscriptions, UQube Enterprise Subscriptions and co-op Marketing Management.
Who are Upper Quadrant's main competitors?
Direct peers on record are Klaviyo, Listrak, Sailthru, Yotpo, Zaius and RICS Software. Broad incumbents are HubSpot, Segment (Twilio) and Lightspeed Commerce. BigCommerce is listed as an others.
Does Upper Quadrant have an API?
No public API is recorded for Upper Quadrant.
What industry is Upper Quadrant in?
Upper Quadrant's product category is Marketing Technology Platform. Its primary akta.pro industry code is BPAHALAM, Pricing, Revenue & Commercial Analytics, with a secondary code of CRAOAOAA, Category Management & Assortment Strategy Services. Its NAICS code is 541810 and its SIC code is 7311.