UpSwell

UpSwell

Data-driven multichannel direct-response marketing for SMBs

Overview

Generating concise company summary based on provided details.

About UpSwell

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

Industries

Data & Analytics

Consulting

Enterprise Software

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Acworth, Georgia

Founded

2008

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Simplify's Take

What believers are saying

  • March 2026 Mountaingate acquisition funds hiring, technology, and add-on acquisitions.
  • May 2026 Liftify partnership widens UpSwell's multi-location value proposition immediately.
  • June 2026 Club Solutions sponsorship showcases fitness credibility across 4,000 facilities.

What critics are saying

  • Twin Brook debt financing raises leverage pressure if customer retention softens after 2026.
  • Google, Meta, and in-house CRM tools compress agency margins by 2027.
  • If USPS rates rise again, direct-mail economics deteriorate and UpSwell's core offer weakens.

What makes UpSwell unique

  • Closed-loop attribution plus direct mail give SMBs measurable ROI in regulated local verticals.
  • Taradel adds self-service ecommerce alongside UpSwell's managed agency model, broadening buyer segments.
  • Mountaingate-backed platform spans automotive, dental, home services, and fitness nationwide.

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Benefits

Hybrid Work Options

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

10%
Liftify
May 26th, 2026
Liftify partners with UpSwell Marketing to deliver enterprise-level reputation management to multi-location businesses.

Liftify partners with UpSwell Marketing to deliver enterprise-level reputation management to multi-location businesses. Indianapolis, IN - May 26, 2026 - Liftify, a leading AI-powered reputation management platform, today announced a strategic partnership with UpSwell Marketing, an industry leader in direct mail and full-service marketing solutions. This collaboration brings together two innovators dedicated to providing enterprise-level service and visibility to private equity portfolios and multi-location home service businesses. UpSwell Marketing serves over 15,000 customers across multiple industries, delivering comprehensive marketing solutions with a focus on direct mail excellence. Fresh off two strategic acquisitions, UpSwell has established itself as a formidable force in helping multi-location businesses scale their marketing efforts. The partnership aligns both companies' missions: providing sophisticated, enterprise-grade tools to businesses that need to manage reputation and marketing at scale. Together, Liftify and UpSwell Marketing will offer their combined customer bases access to best-in-class solutions for both reputation management and direct mail marketing. Under this partnership, Liftify becomes UpSwell Marketing's default and preferred reputation management partner, while UpSwell Marketing becomes Liftify's preferred direct mail vendor for key clients. This reciprocal relationship creates immediate value for customers of both platforms. "By partnering with Liftify, we're giving our customers a more complete growth solution by combining data-driven marketing with powerful reputation management to help them attract, convert, and retain more customers at scale," said Chelsey Richards, Affiliate Relations Associate at UpSwell Marketing. For UpSwell's extensive customer base, the partnership addresses a common pain point: maintaining and improving online reputation across multiple locations. Liftify's full product suite provides the comprehensive reputation management infrastructure that multi-location businesses need to compete in today's digital-first marketplace. This partnership creates a powerful ecosystem for multi-location businesses seeking to elevate both their marketing reach and online reputation. By combining UpSwell Marketing's proven direct mail expertise with Liftify's comprehensive reputation management platform, customers gain access to an integrated approach that drives results across multiple touchpoints. "This partnership represents the future of how multi-location businesses should approach growth - through integrated solutions that work together seamlessly. Our customers don't want to piece together their reputation management and marketing from a dozen vendors. By partnering with UpSwell Marketing, we're giving businesses access to best-in-class direct mail and reputation management in one cohesive strategy. When you combine UpSwell's reach to 15,000+ customers with Liftify's AI-powered reputation platform, you create something truly powerful for multi-location operators who need enterprise capabilities without enterprise complexity," said Zach Garrett, Founder of Liftify. About UpSwell Marketing Upswell Marketing is an industry-leading platform specializing in direct response marketing solutions for multi-location businesses and private equity portfolios. With over 15,000 customers and a track record of strategic growth through acquisition, UpSwell Marketing delivers enterprise-level marketing capabilities to businesses across diverse industries. About Liftify Liftify is an AI-powered reputation management platform that helps multi-location businesses improve their online presence, increase review volume, and deliver exceptional customer experiences at scale. With products spanning review management, customer experience, webchat, SMS, and loyalty programs, Liftify provides the comprehensive tools businesses need to build and maintain their reputation in the digital age.

Business Wire
Mar 31st, 2026
Mountaingate Capital Partners with UpSwell Marketing to accelerate performance-driven growth.

Mountaingate Capital Partners with UpSwell Marketing to accelerate performance-driven growth. DENVER-(BUSINESS WIRE)-Mountaingate Capital ("Mountaingate"), a Denver-based private equity firm focused on building market-leading growth companies, announced that it has acquired UpSwell Marketing ("UpSwell"), a vertically focused, technology-enabled direct response marketing platform. The investment in UpSwell represents the fourth platform investment from Mountaingate Fund III which was announced in January 2025. Founded in 2008, UpSwell is a leading provider of performance direct mail and digital marketing solutions for location-based services companies, with deep specialization across automotive services, home services, dental, and other recurring-use verticals. The company differentiates itself through its commitment to deliver exceptional service for its clients, enabled by its best-in-class team and proprietary technology that enables closed-loop attribution capabilities. The investment in UpSwell reinforces the firm's focus on tech-enabled marketing services businesses that deliver measurable growth outcomes. Under Mountaingate ownership, UpSwell will look to build upon current growth momentum through continued investment in its people, capabilities, and technology. Eric Goodstadt, CEO of UpSwell, will continue to lead the company alongside Tim Ross, Founder and President. "UpSwell is a differentiated platform operating at the intersection of performance marketing, data, and technology," said Ian Woon, Vice President at Mountaingate Capital. "As marketers increasingly demand measurable, ROI-driven customer acquisition, UpSwell's outstanding team, closed-loop attribution, vertical focus, and scalable technology strongly position the company to take share. We are excited to partner with Eric, Tim, and the team to support the next phase of growth through both organic initiatives and strategic acquisitions." "We are proud of what UpSwell has built and excited about what lies ahead," said Tim Ross, Founder and President of UpSwell. "Mountaingate shares our conviction around performance-driven marketing and brings deep experience scaling marketing services platforms. This partnership allows us to continue investing in our people, technology, and clients while expanding our reach across new verticals." "Over the past several years, we have built a client-centric, disciplined, scalable, and technology-enabled organization while preserving the entrepreneurial culture that drives our success," said Eric Goodstadt, CEO of UpSwell. "With Mountaingate's support, we plan to accelerate our long history of growth with investment in key verticals and capabilities that enhance our targeting and attribution leadership." WilmerHale served as legal counsel to Mountaingate Capital. Twin Brook Capital Partners provided debt financing for the transaction. BrightTower served as exclusive financial advisor to UpSwell. About UpSwell Marketing Founded in 2008, UpSwell is a provider of data-driven direct response local marketing solutions for small, medium, and enterprise-level businesses and franchises in the U.S. and Canada. The company delivers turnkey, customized marketing campaigns that drive measurable returns for clients across a wide variety of locally focused consumer service industries, including automotive repair, fitness, health and wellness, dental, and home services. About Mountaingate Capital Mountaingate Capital is a Colorado-based private equity firm that specializes in partnering with founders and entrepreneurial companies to accelerate growth and build industry leaders. Mountaingate's focus on organic growth, coupled with its customer-centric buy-and-build approach for add-on acquisitions, and shared equity ownership with management, creates more value for the end customer, while forging stronger, more collaborative, and more successful investment partnerships with management teams. With over $1.4 billion of assets under management, Mountaingate targets investments in marketing services, business services, specialty manufacturing and distribution. For more information on Mountaingate, please visit www.mountaingate.com.

MountainGate
Mar 31st, 2026
Mountaingate Capital acquires UpSwell Marketing to accelerate tech-enabled performance marketing growth

Mountaingate Capital, a Denver-based private equity firm, has acquired UpSwell Marketing, a technology-enabled direct response marketing platform. The deal represents the fourth platform investment from Mountaingate Fund III, announced in January 2025. Founded in 2008, UpSwell provides performance direct mail and digital marketing solutions for location-based services companies, specialising in automotive services, home services and dental sectors. The company's proprietary technology enables closed-loop attribution capabilities. Eric Goodstadt, CEO of UpSwell, will continue leading the company alongside founder and president Tim Ross. Under Mountaingate ownership, UpSwell plans to expand through organic initiatives and strategic acquisitions whilst investing in its team, capabilities and technology. WilmerHale served as legal counsel to Mountaingate, whilst BrightTower advised UpSwell. Twin Brook Capital Partners provided debt financing.

Peake Media
Mar 3rd, 2026
UpSwell Announced as Premier Sponsor of the 2026 Club Solutions Leadership Summit

UpSwell announced as premier sponsor of the 2026 Club Solutions Leadership Summit. Club Solutions Magazine is excited to announce UpSwell as the premier sponsor of the 2026 Club Solutions Leadership Summit, set to take place at the luxurious Montage Deer Valley in Park City, Utah, from May 18-20. The Club Solutions Leadership Summit is an exclusive, invite-only gathering designed to help health club executives gain fresh strategic insights, build meaningful industry relationships, and return home with ideas that drive real business results. "The Club Solutions Summit brings together some of the most forward-thinking leaders in fitness and UpSwell is thrilled to be the premier sponsor in 2026," said Eric Goodstadt, the CEO of UpSwell. "We believe growth happens when strategy, data and creativity work together and we're proud to partner with clubs nationwide to help them thrive in their local communities." UpSwell offers full-service, multi-channel direct mail and digital marketing solutions focused on bringing clubs more customers. As leaders in creating and executing hyper-local marketing campaigns for small businesses, they use practiced marketing strategies backed by years of experience. "We're excited to welcome UpSwell as the premier sponsor of the 2026 Club Solutions Leadership Summit," said Rachel Chonko, the editor-in-chief of Club Solutions Magazine. "UpSwell's commitment to helping health clubs grow through smart strategy and data-driven marketing aligns perfectly with the purpose of the Summit. Their support helps us create an environment where forward-thinking leaders can come together to share ideas, build meaningful connections and discover new ways to strengthen their businesses." This year the Summit will deliver world-class education. Attendees can look forward to high-level education sessions designed to address today's most pressing business challenges. This includes a keynote from ITR Economics, one of the most trusted economic forecasting firms in the world. The organization will provide health club leaders with a clear outlook on the economic trends shaping the industry through 2027, including inflation, interest rates and consumer spending. Attendees will learn how to anticipate upcoming shifts in the business cycle, interpret key economic indicators and make smarter strategic decisions around pricing, hiring and investment. The session will equip executives with practical insights to reduce risk, allocate resources more effectively and stay ahead of market changes. Peer-to-peer learning discussions will include: * Adapting to the Modern Consumer - Wellness, Personalization & the Hybrid Mindset * AI in Action - Real-World Use Cases to Enhance Your Club Business * The Healthy Organization - How Leadership Behaviors Shape Culture and Results Attendees will also enjoy a hospitality leadership Q&A with Christopher Hamaway, the EVP and chief sales and marketing officer for Montage International, on elevating service in member-driven businesses; and a panel on industry trends and insights. If you interested in attending, there is currently a waiting list. To express interest in being added to the waiting list, contact Rachel Chonko at [email protected].

PE Hub
Feb 25th, 2025
Clearview Capital-backed UpSwell acquires direct mail and digital marketing firm Taradel

Clearview capital-backed UpSwell acquires direct mail and digital marketing firm Taradel.

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