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Financing Application

  • 1

    Basic info

  • 2

    Business info

  • 3

    Documents

All Your Business Funding.  One Simple Application. 

You're in. Thanks for Applying with Upwise Capital.

Your application has been successfully submitted!
A dedicated Upwise Capital – Funding Manager will be reaching out shortly to guide you through the next steps.

To move your file forward, please provide:

  • Last 4-6 months of business bank statements

You can send your statements either way:

  • Email directly to your funding rep, OR

  • You will also receive an email from us with a secure, unique upload link.
    👉 Check your inbox (and spam folder) and upload your documents as soon as possible to avoid delays.

What Happens Next

Once your documents are received:

  • Your file is reviewed and matched with the best funding options available

  • We structure offers aligned with your cash flow, growth goals, and timeline

  • Your rep walks you through options and next steps—clearly and transparently

Copyright © 2026 Upwise Capital.  All rights reserved. 35 Pinelawn Rd., Suite 112, Melville, NY 11747.  (646) 837-5522

Need Help? Call (646)-837-5522

Required Documents

Driver's License

Voided Check

Past 4 Months of Business Bank Statements

How To
Qualify

$120K+ Annual Revenue

550+ FICO Credit Score

6+ Months Time in Business

*Other factors may apply.

Why Businesses Choose Upwise Capital

  • Proven funding expertise across multiple industries

  • Streamlined, secure, and compliant process

  • Real people. Real guidance. No guesswork.

  • A long-term partner—not just a one-time transaction

One Last (Very Important) Step

When you see a call from Upwise Capital — pick it up.  We promise:

  • No robocalls

  • No extended warranties

  • Just a real human calling to help get your business funded

Answering the phone = faster approvals, clearer options, and less back-and-forth.  Miss the call? No stress — we’ll leave a message and follow up

  • Next Steps Recap

  • Upload or send your last 4–6 months of bank statements

  • Check your email for the secure upload link

  • Answer the phone when we call — that’s where the momentum happens 🚀

We’ll take it from there. Let’s keep things moving. 

If you have any questions, your funding rep—or funding@upwisecapital.com—is here to help.

Let’s get to work.