Upvest

Overview
News
FinTech Infrastructure?
Product stageSegments
Early
?
Investment and financial management services
?

Upvest offers a cloud-based API-based investing infrastructure platform for neobanks, stock brokers, and established banks. The platform offers brokerage and custody infrastructure, which includes account creation and trade execution, across several security types ranging from stocks and ETFs to crypto assets. Accordingly, Upvest enables its clients to offer a range of investment solutions to their end customers, including fractional investments, portfolio management, and savings plans.

Upvest is licensed by the German financial regulator BaFin for securities brokerage and custody. Therefore, it can offer its investment infrastructure across Europe. The platform reportedly provides access to over 50,000 securities as of June 2022.

Key customers and partnerships

Upvest has partnered with several large banks to deliver its infrastructure. For instance, it partnered with ABN AMRO for payment rails and transaction banking.

Funding and financials

In October 2023, Upvest raised EUR 30 million (~USD 31.9 million) in funding led by Bessemer Venture Partners. The company planned to use the funds to enha

HQ location:
Torstraße 177 Berlin DEU
Founded year:
2017
Employees:
101-250
IPO status:
Private
Total funding:
USD 94.5 mn
Last Funding:
USD 31.9 mn (Series Unknown; Oct 2023)
Last valuation:
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