Why Upstack

Better Tech Benefits. Less Work For Tech Teams.

Expertise and AI unite to simplify your tech investments at every stage.

All at no cost to you.

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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.

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02

Vendor-Reimbursed Fees

UPSTACK’s services are free to its clients and its fees are reimbursed by the vendors that you purchase solutions from.

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03

Vendor-Agnostic Expertise

Every solution we recommend is powered by AI, our vendor experience, and informed by our proprietary data set.

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04

Objectively Superior Results

Our reputation is predicated on measurable performance and outcomes.

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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.

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OUR APPROACH

Enterprises Trust UPSTACK to Power Smarter Technology Decisions

As the #1 fastest-growing technology advisory firm on the Inc. 5000, UPSTACK partners with hundreds of Fortune 1000 companies—and thousands more—to evaluate, source, deploy, and manage business-critical IT solutions.

Our model is built on long-term client partnerships, transparent guidance, and measurable outcomes. From accelerating deployment timelines to unlocking cost savings, our expert advisors and proprietary platform support every stage of your technology lifecycle.

AI + The Human Touch

We empower industry leaders with AI driven by extensive transactional data, but our expert advisors provide the essential human judgment that AI alone cannot deliver—ensuring smarter, more effective decisions and being there for you every step of the way.

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Solutions for Every Team

From finance and procurement to IT and security, UPSTACK helps unify priorities across teams—delivering clarity, control, and cost savings where it matters most. Whether you're optimizing spend, accelerating tech deployment, or reducing risk, UPSTACK delivers tailored support that scales with your business goals.

Finance

Gain real-time visibility into IT spend, improve forecasting, and control costs without slowing down innovation.

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Procurement

Streamline vendor selection, negotiate better terms, and consolidate contracts with one trusted partner.

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IT & Security

Deploy the right solutions faster with strategic guidance, technical expertise, and post-sale support.

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OUR MODEL

Enterprise-grade technology advisory and execution services

…at no cost to you. Unlike traditional consulting firms that charge large upfront fees, UPSTACK is compensated through small transactional fees paid by vendors—fees that do not increase costs for customers.

This model eliminates the bias and overhead of internal sales teams, allowing UPSTACK to offer truly impartial guidance and access to virtually every vendor and solution in the market.

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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.

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Internet Connectivity

UPSTACK helps you plan and source all your connectivity needs – from broadband and dedicated internet to cloud direct connections and more.

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Wide-Area Networking

UPSTACK helps you source SD-WAN solutions that improve network performance, redundancy and security while reducing costs and complexity.

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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.

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Customer Experience

UPSTACK helps you leverage CCaaS solutions to reduce costs and IT workloads, and compete in today’s work-from-anywhere (WFA) environment.

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Cloud

UPSTACK guides your evaluation of cloud strategies—public, private, or hybrid—optimizing performance, cost, and compliance across leading providers.

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AI & Machine Learning

UPSTACK connects you with AI and ML partners to drive automation, streamline operations, and build a scalable, future-ready data strategy.

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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

Frequently Asked Questions

How is UPSTACK different from a traditional IT consulting firm?

Unlike traditional consulting firms that charge upfront fees or bill hourly regardless of outcomes, UPSTACK only earns compensation if you move forward with a solution we recommend—and even then, we’re paid directly by the vendor, not by you. That means no added cost to you, and no pressure to buy unless it’s the right fit. We also go beyond typical consultants by offering implementation support, ongoing account management, and data-driven insights to ensure you get the best value and performance across all your technology investments.

How is UPSTACK different from traditional sales agents?

Traditional sales agents typically represent a limited portfolio of vendors. UPSTACK is different—we represent you. As an independent advisory firm, we help you evaluate the full market to find the best-fit solutions for your specific needs. Our support doesn't stop at the point of sale either—we stay with you to manage your technology stack, assist with implementation, and provide ongoing strategic guidance.

If your services are free to your clients, how do you get paid?

You won’t see any upfront or out-of-pocket costs with UPSTACK. Our fees are fully reimbursed by the vendors you select. We only partner with clients we’re confident we can help, and we only get paid if you make a purchase based on our advice.

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?

That’s perfectly fine. Our recommendations are based on your needs—not our compensation. If we assess that your current strategy is already optimized, we’ll tell you. There are never any fees or obligations for our time or guidance.

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.

Can I still work with UPSTACK if I already have a consultant or advisor?

Yes. Many consultants and advisors partner with us to access our tools, market insights, and vendor network. We’re built to complement—not replace—your existing strategy, helping you manage complexity, streamline vendor negotiations, and improve execution.

Can I license just the inventory management software without using your advisory services?

Yes. Several of our enterprise clients began by licensing our technology inventory management platform. We offer annual software subscriptions and a one-time onboarding fee for clients who want to start there.

What if I don’t need help sourcing new services but want support managing my existing vendors?

We offer vendor management at no cost for clients we assist with sourcing. If you need vendor management as a standalone service, we offer that under a cost-plus model.

Is UPSTACK financially stable?

Yes. UPSTACK is a profitable, growing company with over 220 team members. Since our founding, we’ve raised more than $350 million in capital and have become the largest technology advisory firm of our kind.

How does UPSTACK protect my data and privacy?

We take your privacy seriously (see our Privacy Policy). We never sell your data. Your information is only shared as needed to deliver our services or support your technology decisions—always with transparency and consent.

Connect with a member of the UPSTACK team today to learn how we can support your business’s digital transformation.

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