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Upsolve received a $4.25M grant from the Bill & Melinda Gates Foundation to develop Upsolve Assist, an AI-powered financial counselor for low-income Americans.

PRIVATESep 05, 2024

Amount Raised

$4.25 Million

Round Type

Seed

New YorkFinancial ServicesEducationFinanceLendingNon Profit

Investors

Bill & Melinda Gates Foundation

Description

Upsolve, a leading nonprofit financial education site, has launched Upsolve Assist to help low-income Americans navigate financial challenges. The initiative is supported by a $4.25 million grant from the Bill & Melinda Gates Foundation.

Who else raised in Financial Services and Education around the same time

Companies in the same sectors as Upsolve that raised within 45 days of this round, from Fundz verified event records.

  • University Bancorp raised $15M on October 16, 2024.
  • OneLot raised $4M (Pre-Seed) on October 14, 2024.
  • Agent Banking Company raised an undisclosed amount on October 12, 2024.
  • GBank Financial Holdings raised $20M on October 11, 2024.
  • ZenStatement raised $1.6M (Seed) on October 9, 2024.
  • Beeline Holdings raised $56M on October 7, 2024.

Who to call at Upsolve, and when

A new round usually means Upsolve is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day Upsolve raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Upsolve, from your own LinkedIn network

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Company Information

Company

Upsolve

Location

New York, New York, United States

About

Upsolve is a tech-driven nonprofit that helps low-income Americans overcome debt and rebuild credit at scale. Founded in Harvard Law School's Access to Justice Lab in 2016, it has become the most visited nonprofit financial education site in the nation. Upsolve educates approximately 2.9 million people a year with detailed guides on managing debt and credit. To date, its free bankruptcy filing tool has relieved over $600 million in debt for more than 14,000 families.

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Fundz sees it the moment Upsolve raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

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Predictive Intelligence
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ML-powered predictions for Upsolve's next move

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Upsolve raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.