# Upvest

**Source:** https://www.startuphub.ai/startups/upvest
**Profile type:** Startup

> 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.

## Key facts

- **Slug:** upvest
- **Website:** https://upvest.co
- **Location:** Berlin, Germany
- **Founded:** 2017-01-01 00:00:00
- **Operating status:** Active
- **Total funding:** $392M
- **Sectors / tags:** Fintech, Wealth Management, SaaS, Investment Platforms, WealthTech, Infrastructure
- **Social:**
  - LinkedIn: https://www.linkedin.com/company/upvest
  - Twitter: https://x.com/upvest_co
  - GitHub: https://github.com/upvestco

## 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.

### What is Upvest's revenue?

StartupHub estimates Upvest's annual revenue at $81.8M (range $55.1M to $299.3M, 43% confidence), based on comparable companies in the sector.

### What is Upvest's valuation?

StartupHub estimates Upvest's effective valuation at $1.1B (range $786.8M to $1.5B, 40% confidence), based on comparable companies in the sector.

### 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.

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