Asset Manager

Updated:

Upland Software

Upland Software sells over 20 cloud products — AI-powered knowledge management, email marketing, and enterprise search — to 1,100+ corporate customers.

Upland Software

Over 20 proven cloud software products that increase revenue, reduce costs, and deliver immediate value.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

Austin

Corporate office

Austin, TX, United States

Additional offices

Houston, TX · Nashua, NH · Milford, OH · Laval, Quebec · Ottawa, Ontario · Manchester, UK · Netanya, Israel · Darmstadt, Germany · Bengaluru, India · Camberwell, Australia · Petaling Jaya, Malaysia

Sector focus

Enterprise SoftwareAI/MLCloud InfrastructureKnowledge Management

Frequently asked questions

Who owns Upland Software?

Upland Software is a publicly traded company (NASDAQ: UPLD) with no individual controlling shareholder disclosed. It does not operate as a family office or a single-owner private firm.

What does Upland Software actually do?

Upland sells over 20 cloud-based products for enterprise operations — including knowledge management (RightAnswers), RFP automation (Qvidian), email marketing (Adestra), enterprise search (BA Insight), and secure fax (InterFAX). Revenue comes from subscriptions and licenses.

How does Upland Software make money?

Upland generates revenue through software subscriptions and license fees from over 1,100 corporate customers. It does not manage external capital or charge management fees.

Is Upland Software a family office or an investment firm?

No. Upland is a publicly traded software company (NASDAQ: UPLD). It does not operate as a family office, asset manager, or investment vehicle of any kind.

What is the investment thesis behind Upland Software?

Upland's model is a roll-up: it acquires niche cloud software products, integrates them into a single suite, and cross-sells to an existing customer base. Growth depends on M&A and AI feature development.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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