Built for Financial and Technology Leaders
URM is a specialist brokerage for financial institutions and complex technology companies - including private equity, venture firms, investment platforms, and high-growth tech.
We built this firm after years spent litigating claims and navigating broken coverage. That experience shapes how we approach placement: with sharper negotiation, better structure, and risk strategy that holds up under scrutiny.
We built our own AI - not to replace brokers, but to think like buyers, move with speed, and deliver the kind of market-leading analytics that improve placement, pricing, and outcomes for our clients.
If you operate in a high-stakes environment, we’re built for it.
Select Client Portfolio
Risk Analysis
Enter company name, understand your risks and solutions.
Prefilled Applications
We pre-fill your applications, you complete online. No time consuming PDFs.
Policy Reviews
Upload your policy, receive an AI-powered, attorney reviewed gap analysis.
Expertise
We are experienced brokers and attorneys, and we take pride in perfection.
Risk Analysis + Policy Review
Enter your website. Upload your policy.
Get the full picture.
Risk Analysis
With just a website, we analyze your company to generate a real-time risk profile:
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Risk scores across D&O, Cyber, Tech E&O, EPL, and more
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Benchmarking against peers by industry, stage, and exposure
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Red flags and underwriting concerns - from governance to regulatory trends
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Real-world litigation insights that map to your business model
Company-specific insurance insights
No forms, no sales calls
Policy Review
Upload your current insurance policies or quotes, and our system will:
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Detect exclusions, limitations, and missing endorsements
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Highlight gaps in coverage based on your actual risk profile
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Recommend enhancements, better policy language, or carrier alternatives
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Flag whether your policy would respond to key real-world scenarios
Identify gaps, exclusions, and ways to improve coverage.
Insurance Coverage
Focused on Corporate Insurance
Why URM
Sophistication
Corporate insurance is our passion, not our next thing.
Founded by industry veteran and attorney Steven Barge-Siever, Esq., Upward Risk Management bridges the gap between insurtech innovation and legacy insurance expertise.
A year ago, we reimagined AI - not for back-office automation, but to create real client impact. Today, our technology puts intelligence and sophistication in your hands, helping you navigate risk with confidence.
Experience
With experience comes wisdom, and our team has brokered insurance for the largest of the Fortune 500 companies.
Our team spent a year downloading decades of intricate knowledge to our AI, and our goal is to conveniently provide our clients with deep knowledge and transparency.
Trust
As a true brokerage and fiduciary, our only obligation is to secure the best possible coverage for your business, not to push a specific policy or carrier like MGAs and direct insurers.
We analyze risk objectively, structure policies without conflicts of interest, and ensure that your insurance program is built for you.
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