For Finance teams
Take Control of Spend. Eliminate Waste. Empower Decisions.
All at no cost to you.
For Finance teams
Take Control of Spend. Eliminate Waste. Empower Decisions.
UPSTACK supports your team with technical expertise, real-time data, and hands-on execution—so you can deploy faster, manage risk, and stay focused on strategic priorities.
All at no cost to you.
features
See Every Dollar, Every Deal, Across Every Vendor, All in One Place
Manage your entire technology vendor portfolio in one place. Optimize spend, minimize wasted time.
features
Stop Overspending Before It Starts
Avoid costly surprises and strengthen financial oversight. With visibility into procurement activity and contract terms, UPSTACK helps finance teams enforce competitive pricing, prevent redundant purchases, and ensure every dollar aligns with business priorities.
features
See Every Dollar, Every Deal, Across Every Vendor
Gain a unified view of your technology spend and vendor relationships. UPSTACK consolidates contracts, spend data, and renewals into one platform—empowering finance teams to manage budgets, identify consolidation opportunities, and reduce administrative overhead.
Suddenly your teams can focus on their most valuable work
Selecting and managing technology should be efficient, cost-effective, and enjoyable. UPSTACK streamlines processes and eliminates the burden of necessary but time-consuming tasks. With its AI-Engine and expertise navigating all available technology vendors, UPSTACK automates complex processes into a smooth and easy experience.
Save Time
A dynamic group of technology professionals that collectively bring a wealth of real-world experience and specialized solutions expertise with laser focus on positive outcomes for all clients.
Cut Costs
UPSTACK’s Customer Experience team efficiently manages every aspect of your technology investment, providing dedicated support at each stage of your IT project and beyond.
Reduce Risk
UPSTACK’s suite of advanced, proprietary tools provide real-time visibility into contract terms, renewal dates, and overall spending, allowing customers to track performance, identify cost-saving opportunities, and avoid compliance risks.
WHY BUSINESSES CHOOSE UPSTACK
The Fastest-Growing Technology Advisory Platform
UPSTACK helps businesses reduce costs, accelerate deployment, and simplify IT decision-making—without added cost or bias. Our advisory model has driven 865% growth in just three years, making us the fastest-growing tech advisory firm on the Inc. 5000.
01
100% Performance-Based
You only pay when we deliver results - no upfront fees, no risk.
02
Vendor-Reimbursed Fees
03
Vendor-Agnostic Expertise
Every solution we recommend is powered by AI, our vendor experience, and informed by our proprietary data set.
04
Objectively Superior Results
05
Flexible Engagements
While UPSTACK provides end-to-end services to its clients, we can partner with you at any or all points of your journey.
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.
One Dedicated Team Supporting All Your Projects & Vendor Relationships
Managing multiple strategic technology vendors is complex and time-consuming, often involving numerous account managers, frequent turnover, and multiple portals—all of which create inefficiencies and slow issue resolution. UPSTACK simplifies this by serving as your single point of contact for all vendors, providing one dedicated customer success team and a unified portal for all your information. We eliminate the administrative burden, optimize your vendor relationships, and free your teams to focus on high-priority business initiatives.
TESTIMONIALS
What Our Clients Are Saying
Lead Business Operations Manager,
Leading Document Management Platform
“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.”
Stan Low,
SVP, Information Technology,
Kilroy Realty
“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.”
Stan Low,
SVP, Information Technology,
Kilroy Realty
Solutions for Every Team
Finance
Procurement
IT & Security
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As a Chief Financial Officer, Nathan Davis holds a fiduciary responsibility of maximizing revenues and reducing unnecessary cost and risk.
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Family Leave Simplified
As an early-stage company, time, expertise and capital were precious. Selling to large, data-security conscious corporations means regulatory compliance and security of employee protected health information.
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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.