FINANCE
Invest in Future-Forward Tech
All at no cost to you.
FINANCE
Invest in Future-Forward Tech
Your financial firm relies on secure, high-performance infrastructure to stay competitive, compliant and connected. But legacy systems, evolving threats and vendor complexity make modernization difficult. UPSTACK helps you fast-track innovation, protect sensitive data, and control costs.
All at no cost to you.
YOUR TECHNOLOGY CHALLENGES, SOLVED
Turn Your Tech Stack into a Strategic Asset
The right technology can become a strategic advantage, enabling automation, securing transactions, and helping your firm stay ahead of change. But aging systems and fragmented vendor relationships often do the opposite—escalating risk, increasing costs, and slowing innovation.
That’s where UPSTACK comes in. We help financial organizations reduce complexity, modernize securely, and invest in infrastructure and applications that deliver measurable ROI.
Why Leading Financial Firms Choose UPSTACK
01
Strengthen Your Defense Against Fraud and Cyber Threats
02
Deploy Global Low Latency Networks with Confidence
03
Avoid Outages That Disrupt Transactions and Damage Trust
04
Modernize Legacy Systems Without Compromising Service
05
Eliminate Hidden Costs in Your Infrastructure
06
Stay Ahead of Regulatory Demands Without Slowing Down
07
Extend the Bandwidth of Your Internal IT and Risk Teams
Our Advisory Services
Avoid Costly Tech Mistakes & Overpriced Contracts
Up to 75% of technology investments fail due to poor solution choices, and nearly 90% of IT contracts are overpriced. Our unbiased, data-driven advisory ensures you select the right technology at the right price, protecting your bottom line.
Our execution Services
68% of Tech Team’s Time Is Spent on Essential but Time-Consuming Tasks – We Are Experts in These Tasks
These routine tasks drain IT bandwidth. UPSTACK takes them off your plate—managing vendors, tracking changes, resolving problems, and keeping everything moving. We handle the details so your team can focus on what matters most.
OUR Solutions EXPERTISE
Data-Driven Insights from Thousands of Successful Technology Engagements
We draw on insights from thousands of completed advisory projects, using real-world transaction data to ensure you choose the ideal solution, the best-fit vendor, and secure the most competitive pricing. Whether you’re seeking data centers in niche markets, negotiating telecom contracts, or transitioning from legacy tech to next-gen, our data-driven approach gives you confidence in every decision.
Colocation & Hybrid Cloud
UPSTACK brings in experts to help you source, deploy, and optimize your infrastructure in secure, connected, and cost-effective data centers.
Internet Connectivity
UPSTACK helps you plan and source all your connectivity needs – from broadband and dedicated internet to cloud direct connections and more.
Wide-Area Networking
UPSTACK helps you source SD-WAN solutions that improve network performance, redundancy and security while reducing costs and complexity.
Cloud & Network Security
UPSTACK specializes in sourcing cybersecurity solutions from leading providers for all company sizes. We help you evaluate solutions for end-to-end prevention and detection.
Customer Experience
UPSTACK helps you leverage CCaaS solutions to reduce costs and IT workloads, and compete in today’s work-from-anywhere (WFA) environment.
Cloud
UPSTACK guides your evaluation of cloud strategies—public, private, or hybrid—optimizing performance, cost, and compliance across leading providers.
AI & Machine Learning
UPSTACK connects you with AI and ML partners to drive automation, streamline operations, and build a scalable, future-ready data strategy.
Vendor Expertise
Deep Knowledge Across Thousands of Solutions and Hundreds of Vendors
Solutions Discovery
We streamline the process of discovering solutions by matching your unique needs with the most relevant and effective technology options available.
Vendor Scoring
We deliver clear, data-driven vendor scores informed by thousands of successful engagements to help you quickly identify the best technology partners.
Pricing & Contract Insights
AI agents trained on our data to deliver transparent pricing and contract insights, ensuring you secure the best terms and value for your technology investments.
TESTIMONIALS
What Our Clients Are Saying
“UPSTACK's expertise has been instrumental in ensuring that we keep our operations running smoothly and efficiently. Their insights and strategic approach have not only streamlined our processes but also empowered our team to focus on our core objectives.”
Leading Document Management Platform
Lead Business Operations Manager,
“Stacey and her team are outstanding to work with. They are able to work on complicated situations—from billing audits to telecom challenges like SD-WAN and Internet connectivity. They are a full-service operation.”
SVP, Information Technology, Kilroy Realty
Stan Low
“Kelly and team have organized and streamlined our service ordering process, saving the company money. She transitioned critical life safety services without downtime and upgraded internet to support heavy security monitoring. I can’t imagine doing this on my own.”
Real Estate Investment Trust
Director of Technology Integration,
"The experience and the ability to help with the procurement process have been invaluable. We have had considerable savings and faster deployment times with UPSTACK."
Director, Infrastructure & Cybersecurity, Whataburger
Charles Schuetz
“UPSTACK provides us the highest possible value, with a dedicated team committed to our success and who are truly vested in providing great solutions to meet our goals.”
Information Security & Technology Engineering, Nationally Recognized Grocer
Vice President
"UPSTACK [has] proven to be an indispensable asset for our [technology] needs over the years; without them providing their assistance, it would have been a much tougher road to navigate. We highly recommend them for their knowledge and expertise."
Enterprise Infrastructure, Leading Industrial-Goods Company
Director
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Frequently Asked Questions
How is UPSTACK different from a traditional IT consulting firm?
How is UPSTACK different from traditional sales agents?
If your services are free to your clients, how do you get paid?
Do vendors charge me more if I work with UPSTACK?
No. Our participation doesn't increase your costs. UPSTACK acts as an outsourced extension of the vendor's sales and support organization, which reduces their cost of sale and overhead. In fact, most of our customers receive better pricing and terms than they would by going direct.
What happens if I don’t move forward with a new solution recommended by UPSTACK?
How do I know UPSTACK is truly vendor-agnostic?
Our entire model is built on transparency and trust. We have no quotas, exclusive vendor relationships, or biased incentives. With a Net Promoter Score (NPS) of 82 and a 99% client retention rate, our reputation is built on delivering results that put your interests first. We’re also happy to connect you with current clients who can speak to their experience.