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Upswell LLC — SBA Loan Record (New Haven, CT) | DealRoom

Intelligence/Offices of Other Holding Companies/CT

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SBA lending record

Upswell LLC

196 Crown Street, 502, New Haven, CT · Offices of Other Holding Companies. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$150K

Total SBA financing

1

Loan on record

FY2026

On record

3

Jobs supported

Is Upswell LLC your business?

This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.

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The loan

$150,000 — FY2026

Gross approval: $150,000
SBA guaranteed: $127,500 (85%)
Status: Committed
Rate at approval: 10% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 1/13/2026
Collateral: Required
Jobs supported: 3
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Offices of Other Holding Companies
NAICS code: 551112
Lender: Northeast Bank
Address: 196 Crown Street, 502
City: New Haven
County: South Central Ct
SBA district office: CONNECTICUT DISTRICT OFFICE
Congressional district: 3

The lender

Northeast Bank

1 loan to this businessFull SBA lending record + branches on the lender page →

Find SBA lenders for businesses like this

The banks most active funding offices of other holding companies — by location, industry.

SBA lenders in Connecticut Lenders for offices of other holding companies Offices of Other Holding Companies lenders in Connecticut

Similar businesses

Comparable offices of other holding companies in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

Lucas and Associates, LLC

Westport, CT· ~25 mi

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$48K
SBA financing: ≈ $94K–$157K
Est. revenue (rough)

AVLV LLC

Philadelphia, PA· ~151 mi

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$160K
SBA financing: ≈ $314K–$523K
Est. revenue (rough)

JARAMILLO INVESTMENT CORP

Edison, NJ· ~91 mi

Offices of Other Holding Companies

$85K
SBA financing: ≈ $167K–$278K
Est. revenue (rough)

MKM Holdings, Inc.

Portsmouth, NH· ~165 mi

Offices of Other Holding Companies

$200K
SBA financing: ≈ $392K–$654K
Est. revenue (rough)

10 Northfield LLC

West Orange, NJ· ~77 mi

Offices of Other Holding Companies

$288K
SBA financing: ≈ $565K–$941K
Est. revenue (rough)

390 Moffit Blvd LLC

Glen Cove, NY· ~48 mi

Offices of Other Holding Companies

$650K
SBA financing: ≈ $1.3M–$2.1M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Upswell LLC in New Haven, CT (Offices of Other Holding Companies). DealRoom compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.

1 SBA 7(a) loan totaling $150K
On record FY2026
3 jobs supported
Industry: Offices of Other Holding Companies
Location: New Haven, CT
Lender: Northeast Bank

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Offices of Other Holding Companies businesses in CT for ~$150k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal→Talk to a loan broker→Find SBA lenders→Compare similar deals→

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/upswell-llc-ct
API:: https://dealroom.so/api/public/businesses/upswell-llc-ct
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. DealRoom is not a lender.

Is Upswell LLC your business?

This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.

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DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Upswell LLC.