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 $197.15 million across 8 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
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Net Profit
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EBITDA
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Total Equity Funding
$197.15 M (USD)
in 8 rounds
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Latest Funding Round
$105.08 M (USD), Series C
Dec 12, 2024
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Investors
Bessemer Venture Partners
& 15 more
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Employee Count
Employee Count
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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.
Unlock access to complete
Funding Insights of Upvest
Upvest has successfully raised a total of $197.15M across 8 strategic funding rounds. The most recent funding activity was a Series C round of $105.08 million completed in December 2024. 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.
- Total Funding Total Funding
- Total Rounds 8
- Last Round Series C — $105.1M
- First Round First Round
- Investors Count 16
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Dec, 2024 | Amount | Series C - Upvest | Valuation | Hedosophia , Sapphire Ventures | |
| Oct, 2023 | Amount | Series B - Upvest | Valuation | BlackRock , Bessemer Venture Partners |
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| Jun, 2022 | Amount | Series B - Upvest | Valuation | Bessemer Venture Partners |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Upvest
Upvest has secured backing from 16 investors, including venture fund, institutional, and angel investors. Prominent investors backing the company include Bessemer Venture Partners, ABN AMRO and BlackRock. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Investments in growth-stage companies are made by Hedosophia.
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Founded Year | Domain | Location | |
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Venture capital firm partnering with enterprise software companies and early-stage funds.
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Founded Year | Domain | Location | |
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Venture capital investments and support for entrepreneurs in technology and innovation sectors.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Upvest
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Upvest
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Upvest Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
White-label front-end trading solutions for capital markets are provided.
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| domain | founded_year | HQ Location |
Trade management solutions are provided for investors in capital markets.
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| domain | founded_year | HQ Location |
Trade management solutions are provided for cross-border investor activities.
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| domain | founded_year | HQ Location |
Treasury management solutions are provided for financial institutions and banks.
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| domain | founded_year | HQ Location |
White-labelled software for private market investments is provided to organizations.
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| domain | founded_year | HQ Location |
Financial software solutions for lending, payments, and banking are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Upvest
Frequently Asked Questions about Upvest
When was Upvest founded?
Upvest was founded in 2017.
Where is Upvest located?
Upvest is headquartered in Vaduz, Liechtenstein.
Who is the current CEO of Upvest?
Martin Kassing is the current CEO of Upvest. They have also founded this company.
Is Upvest a funded company?
Upvest is a funded company, having raised a total of $197.15M across 8 funding rounds to date. The company's 1st funding round was a Series B of $42M, raised on Jun 01, 2017.
What does Upvest do?
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.
Who are the top competitors of Upvest?
Upvest's top competitors include Capitolis, Halo Investing and M-DAQ.
What products or services does Upvest offer?
Upvest offers Investment API, Fractional Investing, Portfolio Management, Savings Plans, and Roundups.
Who are Upvest's investors?
Upvest has 16 investors. Key investors include Bessemer Venture Partners, ABN AMRO, BlackRock, Speedinvest, and Partech Partners.