About Upvest
Upvest is a company based in Vaduz (Liechtenstein) founded in 2017 by Jesper Noehr, Martin Kassing, and Ivan Morozov. It operates as a API-as-a-Product and B2B2C. Upvest has raised $287.15 million across 10 funding rounds from investors including Bessemer Venture Partners, ABN AMRO and BlackRock. Upvest offers products and services including Investment API, Fractional Investing, Portfolio Management, Savings Plans, and Roundups. Upvest operates in a competitive market with competitors including GAIN Capital, Capitolis, M-DAQ, ION Group and Nasdaq Private Market, among others.
- Headquarter Vaduz, Liechtenstein
- Founders Jesper Noehr, Martin Kassing, Ivan Morozov
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Sectors
Technology
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Email
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Phone
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Website
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Social
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- Legal Name Upvest Gmbh
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Annual Revenue
Not available
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Net Profit
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EBITDA
Not available
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Total Equity Funding
$287.15 M (USD)
in 10 rounds
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Latest Funding Round
$90 M (USD), Series C
Mar 17, 2026
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Investors
Bessemer Venture Partners
& 16 more
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Employee Count
Not available
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Products & Services of Upvest
Upvest offers a comprehensive portfolio of products and services, including Investment API, Fractional Investing, Portfolio Management, Savings Plans, and Roundups.
An API for building customized investment experiences easily.
Fractional investing in stocks and ETFs is enabled.
Customized portfolios of stocks and ETFs are offered.
Automated savings plans for passive wealth building provided.
Micro-investing through roundups while spending is facilitated.
People of Upvest
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Funding Insights of Upvest
Upvest has successfully raised a total of $287.15M across 10 strategic funding rounds. The most recent funding activity was a Series C round of $90 million completed in March 2026. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in Upvest
Upvest has secured backing from 17 investors, including venture fund, institutional, and angel investors. Prominent investors backing the company include Bessemer Venture Partners, ABN AMRO and BlackRock.
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Investments in growth-stage companies are made by Hedosophia.
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Venture capital firm partnering with enterprise software companies and early-stage funds.
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Venture capital investments and support for entrepreneurs in technology and innovation sectors.
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Investor details for Upvest
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Investments & Acquisitions by Upvest
Investment portfolio details for Upvest
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Financial Statements - Upvest
Detailed financials for Upvest
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Upvest Comparisons
Peer comparison for Upvest
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Competitors of Upvest
Upvest operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as GAIN Capital, Capitolis, M-DAQ, ION Group and Nasdaq Private Market, among others.
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White-label front-end trading solutions for capital markets are provided.
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Trade management solutions are provided for investors in capital markets.
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Trade management solutions are provided for cross-border investor activities.
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Treasury management solutions are provided for financial institutions and banks.
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White-labelled software for private market investments is provided to organizations.
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Financial software solutions for lending, payments, and banking are provided.
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Detailed competitors of Upvest
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Latest news on Upvest
Complete news archive for Upvest
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Frequently Asked Questions about Upvest
Upvest was founded in 2017.
Upvest is headquartered in Vaduz, Liechtenstein.
Martin Kassing is the current CEO of Upvest. They have also founded this company.
Upvest is a funded company, having raised a total of $287.15M across 10 funding rounds to date.
Upvest is engaged in offering an Investment API that enables businesses to create tailored investment experiences for end users. The company operates in the financial technology sector, providing solutions for fractional investing, portfolio management, automated savings plans, and micro-investing through roundups. Services include financial brokerage, proprietary trading, securities custody, and crypto custody. Upvest supports a wide range of assets such as stocks, ETFs, mutual funds, and cryptocurrencies, aiming to expand its offerings to include derivatives and commodities. The infrastructure is designed to be scalable and borderless, facilitating account creation, instant trade execution, and digital reporting for its clients across Europe.
Upvest's top competitors include Capitolis, Halo Investing and M-DAQ.
Upvest offers Investment API, Fractional Investing, Portfolio Management, Savings Plans, and Roundups.
Upvest has 17 investors. Key investors include Bessemer Venture Partners, ABN AMRO, BlackRock, Speedinvest, and Partech Partners.