Upswell Marketing

Upswell Marketing is a strategic marketing and investor-relations firm, not an investment manager. Investment decisions remain with the asset managers that Upswell serves as a service provider.

Upswell Marketing operates as a fee-for-service firm, providing outsourced marketing, capital-introduction support, and investor-relations services. It does not manage capital directly or invest in funds.

Upswell targets managers in alternative asset classes such as private equity, venture capital, real estate, and private credit. Its sector focus includes digital health, enterprise software, climate technology, and fintech.

Upswell does not source deal flow; it provides marketing and IR services to asset managers. Its role is to help managers raise capital from institutional allocators, not to originate investment opportunities.

Upswell Marketing is neither. It is a marketing and investor-relations services firm that supports family offices, endowments, foundations, and asset managers with their capital-introduction efforts.

Upswell is headquartered in Marietta, Georgia, and primarily serves North American asset managers and allocators. Its client base may include firms with a global investor network, but its operational focus remains domestic.

No. Upswell Marketing does not manage assets. Its clients are asset managers that raise external capital, and Upswell assists with their fundraising and investor-relations activities.