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Upvest
A B2B SaaS investment infrastructure platform enabling firms to offer digital investment services.
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.
Technology stack
detected 2026-06-15Est. monthly stack spend~$160/mo
CDN
Cloudflare
Email
Google Workspace
Stack
Webflow
Analytics
Google Tag Manager
Microsoft Clarity
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Frequently asked
What does Upvest do?
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.
How much funding has Upvest raised?
Upvest has raised a total of $392M in funding. The most recent round on record is Equity.
Where is Upvest headquartered?
Upvest is headquartered in Berlin, Germany.
When was Upvest founded?
Upvest was founded in 2017.
What industry does Upvest operate in?
Upvest operates in Fintech, Wealth Management, SaaS, Investment Platforms, WealthTech, Infrastructure.