# Upward Financial Inc. — Form D

Upward Financial Inc. of SEATTLE, WA, a company, filed a Form D exempt-offering notice with the SEC on 2023-02-01. The offering totals $3.2M, of which $2.9M was reported sold. Industry: Other Banking and Financial Services.

## Offering

- Filed: 2023-02-01
- Form: D
- Accession: 0001963585-23-000001
- Industry: Other Banking and Financial Services
- Exemptions: 06b
- Total offering: $3.2M
- Amount sold: $2.9M
- Remaining: $260K
- Investors: 54
- Date of first sale: 2023-01-18
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-472353

## Issuer

- Name: Upward Financial Inc.
- CIK: 0001963585
- Entity type: Corporation
- Jurisdiction: DELAWARE
- Incorporated: 2021
- Address: 2400 NW 80TH ST, #245, SEATTLE, WA, 98117
- Phone: 888-789-1482

## Officers, directors & promoters (7)

| Name | Role | Location |
| --- | --- | --- |
| Catherine Williams | Director | Seattle, WA |
| Aaron Gregory | Director | Seattle, WA |
| Aaron Gregory | Executive Officer | Seattle, WA |
| Aaron Gregory | Promoter | Seattle, WA |
| William Finney | Director | Seattle, WA |
| Danielle Hill | Director | Seattle, WA |
| Danielle Hill | Executive Officer | Seattle, WA |

## Other filings by this issuer (1)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2025-11-10](https://search.stillhousedata.com/formd/0001963585-25-000002) | D | $9.1M | $9.0M |

## More

- [CIK 1963585 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1963585&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001963585-23-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.