# Upward Financial Inc. — Form D

Upward Financial Inc. of SEATTLE, WA, a company, filed a Form D exempt-offering notice with the SEC on 2025-11-10. The offering totals $9.1M, of which $9.0M was reported sold. Industry: Other Banking and Financial Services.

## Offering

- Filed: 2025-11-10
- Form: D
- Accession: 0001963585-25-000002
- Industry: Other Banking and Financial Services
- Exemptions: 06b
- Total offering: $9.1M
- Amount sold: $9.0M
- Remaining: $68K
- Investors: 77
- Date of first sale: 2025-10-24
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-563562

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

## Other filings by this issuer (1)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2023-02-01](https://search.stillhousedata.com/formd/0001963585-23-000001) | D | $3.2M | $2.9M |

## 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/0001963585-25-000002.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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