Upvest
A B2B SaaS investment infrastructure platform enabling firms to offer digital investment services.
We may earn a commission from links on this Upvest profile. That does not change the facts we publish.
About
Upvest is a European fintech company that provides a B2B SaaS platform enabling wealth management firms and investment platforms to offer digital investment services. Their technology allows clients to onboard customers, manage accounts, and execute trades efficiently, focusing on scalability and regulatory compliance.
Key facts
- Website
- upvest.co
- Headquarters
- Berlin, Germany
- Founded
- 2017
- Total funding
- $392M (Equity)
- Business model
- B2B
- Tags
- FintechWealth ManagementSaaSInvestment PlatformsWealthTech
Funding rounds
| Date | Round | Amount | Post-money | Lead investors |
|---|---|---|---|---|
| 17 Mar 2026 | Equity | $90M | - | Sapphire Ventures, Tencent |
| 1 Mar 2026 | Series D | $125M | - | Sapphire Ventures, Tencent |
| 11 Dec 2024 | Series C | $105M | - | Hedosophia |
| 11 Oct 2023 | Bridge | $30M | $210M | BlackRock |
| 16 Jun 2022 | Series B | $42M | - | - |
Tech stack
Detected on upvest.co, last scanned 24 Sept 2026. Run your own scan
- Analytics
- Google Tag Manager
- Observability
- incident.io
- Support
- Zendesk
- CMS / Builders
- Webflow
- CDN
- Cloudflare
- Email provider
- Google Workspace
- Cookie consent
- Cookiebot
- Affiliate program
- Self-hosted affiliate
Strength of the site’s backlink profile, on Ahrefs’ 0-100 Domain Rating scale. Licensed third-party data, not our opinion.
How well an AI agent can read and use this site: structured data, clean markup, and whether key facts are reachable without running JavaScript. We scan the live site.
Frequently asked
How much funding has Upvest raised?
Upvest has raised a total of $392M in funding. The most recent round on record is Equity.
Does Upvest have an affiliate program?
Yes, Upvest has an affiliate program. The program runs on Self-hosted affiliate. Register here: https://upvest.co/affiliates