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UpSmith

HR tech platform for incentive-based performance

Overview

Upsmith offers a human resources tech platform called Boost that helps companies improve employee performance and retention. The platform lets businesses set specific goals for employees, track progress, and reward high performers. Rewards go beyond money and can include prizes, creating a more engaging incentive system. This approach aims to boost productivity and loyalty while lowering turnover and recruitment/training costs. Compared with typical HR tools, Upsmith combines goal-setting, progress monitoring, and prize-based rewards to drive engagement rather than focusing only on compensation. The company's goal is to help organizations increase revenue and reduce costs by enhancing output, reducing turnover, and fostering a stronger performance culture through structured incentives.

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About UpSmith

Simplify's Rating
Why UpSmith is rated
C+
Rated C on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & AnalyticsEnterprise Software

Company Size

11-50

Company Stage

Series A

Total Funding

$18.3M

Headquarters

Dallas, Texas

Founded

2022

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Simplify's Take

What believers are saying

  • UpSmith raised $10 million on 2026-08-xx, funding engineering and distribution.
  • Family Ties deployed UpSmith on August 10, 2026 across calls, estimates, and retention.
  • UpSmith serves 200-plus home-services operators and launched JennyAI on March 25, 2025.

What critics are saying

  • ServiceTitan controls contractor workflows and can copy UpSmith's add-ons quickly.
  • UpSmith's validation leans on Family Ties' August 10, 2026 rollout.
  • If Q4 2026 bookings disappoint, contractors cancel, crushing UpSmith's seed-stage runway.

What makes UpSmith unique

  • UpSmith embeds inside ServiceTitan, avoiding rip-and-replace deployment friction.
  • ACCA named UpSmith a strategic partner on February 27, 2025.
  • UpSmith merges AI calling, follow-up, and rewards into one operator workflow.

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Funding

Total Funding

$18.3M

Below

Industry Average

Funded Over

3 Rounds

Notable Investors:
Series A funding typically happens when a startup has a product and some customers, and now needs funding to scale. This money is usually used to grow the team, expand marketing, and improve the product. Venture capital firms are frequently the main investors here.
Series A Funding Comparison
Below Average

Industry standards

$15M
$8.2M
$10M
$15M
$30M

Benefits

  • Company Equity
  • Remote Work Options

Growth & Insights and Company News

Headcount

6 month growth

-3%

1 year growth

-10%

2 year growth

-10%
The SaaS News
Oct 6th, 2026
UpSmith raises $10M Series A.

UpSmith raises $10M Series A. UpSmith raises $10 million Series A led by SemperVirens to expand its AI platform for home services contractors across the United States. Updated October 06, 2026 UpSmith, a Dallas, Texas-based startup that builds an AI profit engine for home services businesses, has raised $10 million in Series A funding. The company, which provides technology to help contractors manage estimates, bookings, and customer interactions, will use the new capital to expand its engineering team and scale its platform across the home services industry. Investors. The round was led by SemperVirens, a firm focused on essential services technology. Additional participating investors included Hannah Grey Ventures, Asymmetric Capital Partners, CIV, Synetro Group, WaterStone Impact Fund, Colin M. Evans at Sandwith Ventures, Deason Capital Services, and Zachary Bookman. UpSmith use of funds. UpSmith plans to utilize the Series A funding to grow its engineering team and accelerate the distribution of its technology platform across the home services sector. The company is also rolling out new features including an AI voice agent for inbound customer calls and a unified customer timeline that integrates job activities and interactions into a single system. About UpSmith. Founded in 2022 by CEO Wyatt Smith, UpSmith is headquartered in Dallas, Texas. The company develops AI-driven tools designed to automate tasks for blue-collar trade businesses, such as HVAC technicians, plumbers, and electricians. Its platform helps contractors identify missed opportunities, convert leads, and manage recurring revenue through agentic workflows. Funding details. Company: UpSmith Raised: $10M Round: Series A Funding Date: October 5, 2026 Lead Investor: SemperVirens Additional Investors: Hannah Grey Ventures, Asymmetric Capital Partners, CIV, Synetro Group, WaterStone Impact Fund, Colin M. Evans at Sandwith Ventures, Deason Capital Services, Zachary Bookman Company Website: https://www.upsmith.com Software Category: SaaS, AI, Field Services Source: https://www.accessnewswire.com/newsroom/en/computers-technology-and-internet/upsmith-raises-10-million-series-a-to-power-the-people-who-power-1231980 Updated October 06, 2026

Newswire
Oct 5th, 2026
UpSmith raises $10 million Series A to power the people who power America.

UpSmith raises $10 million Series A to power the people who power America. SemperVirens leads the round as UpSmith invests in its AI profit engine for the trades DALLAS, October 5, 2026 (Newswire.com) - UpSmith, the AI profit engine for trades businesses, today announced it has raised $10 million in Series A funding to expand its platform for essential services contractors. At a time when many are debating the role of AI and data centers in society, UpSmith is committed to making blue collar builders - including electricians, plumbers, and air conditioning repair and replacement technicians - the beneficiaries of new advancements in technology. The round was led by SemperVirens, with participation from existing and new investors, including Hannah Grey Ventures, Asymmetric Capital Partners, CIV, Synetro Group, WaterStone Impact Fund anchored by Tim Tebow, Colin M. Evans at Sandwith Ventures (former head of startups and venture partnerships at OpenAI), Deason Capital Services, and OpenGov co-founder Zachary Bookman. Allison Baum Gates, General Partner at SemperVirens, and Rob Biederman, Managing Partner at Asymmetric Capital Partners, join UpSmith's board of directors. UpSmith will use the funding to expand its engineering team and distribution across the home services industry, which is the initial focus area for its technology platform. The company is also introducing an AI voice agent for inbound customer calls and a unified customer timeline bringing customer interactions and job activities into one record. Home-services businesses often accumulate thousands of open estimates, missed calls, overdue maintenance needs, expiring memberships and inactive customers. Following up on each opportunity requires time and staff that many operators do not have. UpSmith uses AI agents to identify and act on those opportunities, turning untapped customer demand into measurable results, including thousands of booked jobs and millions of dollars in revenue for contractors. "We believe AI should power the people who power America. The skilled trades are the backbone of this country, and we're building technology that solves real problems for contractors, delivers measurable results and helps their businesses grow," said Wyatt Smith, founder and CEO of UpSmith. "This funding allows us to put more powerful tools in the hands of the people who keep America running." Founded in 2022 and headquartered in Dallas, TX, UpSmith serves more than 200 home-services operators across the United States and is a certified ServiceTitan ecosystem partner. At HomeTown Services, a Texas-based, multi-trade home services company operating in 5 states, UpSmith has supported more than 5,000 completed jobs recovering unsold estimates in 2026 - helping technicians across our HVAC, plumbing, and electrical brands get back to opportunities that would otherwise have gone cold. At Five Star Home Services in Ohio, cancellations fell 34% after UpSmith was deployed. Texas-based Medley AC generated $147,000 in new revenue in three months while reducing cancellations by 25%. "We've built a reputation over decades across our brands, and a customer base to match it, but there are only so many hours in the day to act on either," said Ray Pickens, COO at HomeTown Services. "The database was always the asset - we just couldn't work it fast enough on our own. UpSmith helped us go back through that history and turn thousands of opportunities that were sitting untapped into real, booked work for our techs, instead of leaving them on the table." "The skilled trades are the backbone of the American economy, yet the technology built for these businesses has historically lagged behind the critical role they play," said Allison Baum Gates, General Partner at SemperVirens and UpSmith Board Member, who led the Series A investment. "UpSmith is delivering measurable results for contractors across the country, and its growth over the past several months shows the demand for technology that can help these businesses operate and grow." Asymmetric Capital Partners has backed UpSmith since its first institutional financing in 2022 and has invested in each round since. "We wrote UpSmith's first institutional check because Wyatt and his team are from the heart of America and understand the operational problems contractors deal with every day," said Rob Biederman, Managing Partner at Asymmetric Capital Partners. "That understanding has stayed close to the product as the company has grown. Contractors can see the impact in jobs booked, cancellations prevented and revenue recovered." The new capabilities are designed to extend the results UpSmith is already delivering across more customer interactions. Across its customers, UpSmith has helped operators book thousands of jobs, recover millions in revenue and reduce cancellations, while creating additional capacity for existing teams. With voice and a unified customer history, UpSmith is expanding the number of customer interactions where its AI agents can drive those outcomes. About UpSmith UpSmith builds AI profit engine tools for home-services businesses. Its technology platform generates business insights across all forms of operational data and uses agentic workflows to take action on behalf of contractors to answer inbound calls, respond to time-sensitive leads, book appointments, confirm visits, follow up on estimates, convert sales, and generate recurring jobs to via membership programs and customer re-marketing efforts. Founded in 2022 and headquartered in Dallas, TX, UpSmith serves more than 200 home-services operators across the United States and is a certified ServiceTitan ecosystem partner.

Antlers American
Oct 5th, 2026
UpSmith raises $10M Series A to deploy AI profit engine for trades businesses

UpSmith, an AI platform for trades businesses, has raised $10 million in Series A funding led by SemperVirens. The round included participation from Hannah Grey Ventures, Asymmetric Capital Partners, and others, with Allison Baum Gates and Rob Biederman joining the board. The Dallas-based company will use the funds to expand its engineering team and distribution across the home services industry. UpSmith is also launching an AI voice agent for inbound calls and a unified customer timeline. Founded in 2022, UpSmith uses AI agents to help contractors follow up on open estimates, missed calls, and inactive customers. The platform serves over 200 home-services operators across the US. Customers report significant results: HomeTown Services completed 5,000 jobs recovering unsold estimates in 2026, whilst Five Star Home Services saw cancellations fall 34%.

Associated Press
Aug 10th, 2026
Family Ties partners with UpSmith to launch AI-powered Tech Pack for home services operations

Family Ties Air, Plumbing & Drain has partnered with UpSmith to implement AI-powered technology across its operations. The Riverside, California-based home services company will deploy UpSmith's platform as its company-wide operating system, connecting call centre staff, technicians, managers, and executives through real-time data. The system integrates with Family Ties' existing field-service management platform, adding AI capabilities without replacing current systems. Features include AI-assisted call handling, automated follow-up on estimates, cancellation recovery, and executive dashboards tracking performance metrics. "Technology is the new normal. You either adapt with it, or you're out of business," said Jeremy Prevost, owner of Family Ties. The partnership aims to enhance customer service whilst providing employees with better tools and information to improve performance across the residential HVAC, plumbing, and drainage service provider's operations throughout Southern California.

EIN News
Aug 10th, 2026
Family Ties Air, Plumbing & Drain partners with UpSmith to transform home services through ai-powered technology.

Family Ties Air, Plumbing & Drain partners with UpSmith to transform home services through ai-powered technology. August 10, 2026, 15:28 GMT "Family Ties is already a high-performing home services company," said Wyatt Smith, CEO of UpSmith. "Our role is not to fix a problem - it's to help an already strong operator become even better." - Wyatt Smith RIVERSIDE, CA, UNITED STATES, August 10, 2026 / EINPresswire.com / - Family Ties Air, Plumbing & Drain today announced a strategic partnership with UpSmith, whose AI-powered platform helps home service contractors strengthen customer engagement, improve operational visibility, and capture more opportunities across the customer journey. At the center of the partnership is the launch of Family Ties' next-generation Tech Pack, powered by UpSmith. The Tech Pack serves as Family Ties' company-wide operating system for service excellence. Unlike traditional field-service tools built primarily for technicians, the Tech Pack is designed to connect the entire organization - call center representatives, office staff, technicians, managers, and executive leadership - around one real-time view of the business. UpSmith integrates directly with the field-service management platform Family Ties already uses to operate its business, allowing the company to add powerful AI capabilities without replacing its existing systems or forcing employees to learn entirely new workflows. The technology is designed to enhance the systems Family Ties already has in place, helping the company improve responsiveness, strengthen follow-up, create greater consistency, and provide employees and leadership with better information to make faster, more informed decisions. Through the partnership, the UpSmith-powered Tech Pack will provide: AI-assisted call handling designed to help ensure customer calls are answered and booking opportunities are captured. Automated, intelligent follow-up on estimates and customer opportunities. Proactive cancellation and reschedule recovery to help convert previously lost appointments back into booked work. Systematic membership engagement to support maintenance-plan retention, renewal, and long-term customer relationships. Executive dashboards and real-time operational insights covering call performance, booking activity, technician KPIs, sales performance, and other critical business metrics. AI-powered performance tools designed to help call center representatives, office staff, technicians, managers, and leadership perform at a higher level. Greater visibility across departments, helping the entire organization operate from the same information and performance standards. The platform is intended to create greater consistency across every department while giving employees the information, tools, and visibility they need to perform at their best. "Technology is the new normal. You either adapt with it, or you're out of business," said Jeremy Prevost, Owner of Family Ties Air, Plumbing & Drain. "Our partnership with UpSmith helps ensure our customers receive the best service possible by giving every member of our team the tools, information, and support they need to succeed. We are constantly looking for ways to improve, and this partnership is another major step toward building a truly best-in-class home services company." "Family Ties is already a high-performing, forward-thinking home services company," said Wyatt Smith, CEO of UpSmith. "Our role is not to fix a problem - it's to help an already strong operator become even better. By combining Family Ties' commitment to service, training, accountability, and operational excellence with UpSmith's AI technology, we're helping create a best-in-class platform that gives every employee better tools, gives leadership greater visibility, and helps deliver an even stronger experience for the customer. Family Ties is exactly the type of innovative company we want to partner with as we help define the future of the home services industry." As the partnership evolves, Family Ties and UpSmith plan to continue expanding the Tech Pack with additional automation, deeper analytics, enhanced employee-performance tools, and new capabilities purpose-built for the residential home services industry. The partnership reflects Family Ties' broader commitment to continuously investing in its people, systems, training, and technology. Rather than viewing technology as a replacement for people, Family Ties is using AI to give its employees better information, better support, and better tools to serve customers at the highest possible level. With UpSmith's technology serving as a key part of its operational infrastructure, Family Ties continues its mission to deliver best-in-class HVAC, plumbing, and drain services while building one of the most technologically advanced residential service organizations in North America. About Family Ties Air, Plumbing & Drain Family Ties Air, Plumbing & Drain is a premier residential HVAC, plumbing, and drain service company serving homeowners throughout Southern California. Built on the principles of integrity, family values, innovation, and exceptional customer care, Family Ties combines highly trained professionals with industry-leading technology to deliver an exceptional customer experience. The company is committed to raising the standard in the home services industry through continuous investment in its people, training, technology, systems, and operational excellence. Family Ties operates with a simple philosophy: Treating Your Family Like Our Family. About UpSmith UpSmith builds AI technology for the skilled trades designed to help home services companies improve customer engagement, operational visibility, follow-up, and overall performance. Purpose-built for home service contractors and integrated with leading field-service management platforms, UpSmith helps contractors manage customer calls, follow up on estimates, recover cancellations, support membership retention, and give leadership real-time insight into business performance. By connecting field teams, office staff, management, and executives through one intelligent operating layer, UpSmith helps contractors operate smarter, more consistently, and more efficiently. Genney Borgia Family Ties Air, Plumbing, & Drain 9519999999 ext. email us here Legal Disclaimer: EIN Presswire provides this news content "as is" without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above. You just read: August 10, 2026, 15:28 GMT EIN Presswire's priority is author transparency. We do our best to weed out false and misleading content. The content above is the sole responsibility of the author who makes it available. If you have any complaints, kindly contact the author above. Genney Borgia Family Ties Air, Plumbing, & Drain 9519999999 ext.

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